The Ledger

Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.

clear all ✕

why aren't all 6 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable

Prediction Held up
Sacks: Disney CEO Bob Chapek won't survive the year
“I think Bob What's his name? Bob Chapek. I don't think he's going to survive the year after what just happened at Disney, and it's because he gave in to the employees, took sides against the, you know, governor in Florida and the legislature, and they just rip…”
David Sacks Apr 23, 2022 ▶ 17:20 E77: Tech work culture, crypto regulation, stablecoins, $NFLX & more w/ Coinbase CEO Brian Armstrong
Prediction Held up
Friedberg: Major IP owners like Disney will license content to AI in 2024
“Rights holder is getting licensing deals for generative AI, or there's gonna be a couple of blockbuster deals this year. Where you'll see like Disney license out a chunk of their library.”
David Friedberg Jan 6, 2024 ▶ 40:25 E160: 2024 Predictions! Markets, tech, politics, and more
Prediction Held up
Calacanis: Disney will launch its own generative image product
“Disney is going to launch their own Dolly type stable diffusion product where you can do this, put yourself on a star, make a Star Wars character.”
Jason Calacanis Dec 16, 2023 ▶ 32:15 E157: Epic legal win, OpenAI's news deal, FCC targets Elon, the limits of free speech & more
Prediction Held up
Calacanis predicts Disney will catch up and roll right over Netflix
“They're going to catch up to Netflix and then they're going to roll Netflix. They're going to roll right over Netflix.”
Jason Calacanis Aug 6, 2021 ▶ 1:24:40 E43: Innovative venture strategies, Zymergen's implosion, Square acquires Afterpay & more
Assertion Supported
Sacks: Disney's Net Promoter Score dropped from fifties to single digits
“Disney's brand, it used to have like a NPS of like in the fifties is now in the single digits”
David Sacks Apr 21, 2023 ▶ 1:33:51 E125: SpaceX launch, Fox News settlement, "Zombie-corn" exodus to AI, late-stage implosion
Assertion Supported
Staniszewski: ElevenLabs, Disney, and Epic Games brought interactive Darth Vader to Fortnite
“Fortnite launched Darth Vader, which people and players could interact with live, in partnership with the estate, in partnership with Disney, so every player, after reaching a certain stage, could have a Darth Vader interact and help you solve the missions.”
Mati Staniszewski Jul 14, 2026 ▶ 23:28 The Trillion-Dollar Industries AI Is Disrupting: Voice, Law & the End of the Billable Hour
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