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 9 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
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 Partly supported
Friedberg: YouTube beats Netflix in revenue with double the growth rate
“YouTube now has more revenue than Netflix and is growing at likely. 40 to 60% year over year revenue growth rate. Whereas Netflix is, you know, considered one of the fang stocks, you know, one of the top stocks and Netflix only growing at 22%.”
David Friedberg Oct 30, 2021 ▶ 1:01:31 E53: Wealth tax, inflation as a capital allocator, big tech earnings, paternity leave & more
Assertion Supported
Sacks says Netflix pays creators upfront but offers no backend equity
“The big difference is Netflix will pay you pretty well, but you don't get any equity in your show. Like, whatever you get is sort of agreed to at the beginning, and that's it.”
David Sacks Dec 13, 2025 ▶ 11:21 Tucker Carlson: Rise of Nick Fuentes, Paramount vs Netflix, Anti-AI Sentiment, Hottest Takes
Assertion Partly supported
Friedberg: YouTube's audience is over 10X larger than Netflix's
“By the way, the audience at YouTube is over 10 X bigger than it is on Netflix.”
David Friedberg Sep 19, 2025 ▶ 52:55 Charlie Kirk Murder, Assassination Culture in America, Jimmy Kimmel Suspended, Ellison Media Empire
Assertion Partly supported
Botez: Netflix struggled with live sports streaming and faced $50M lawsuit
“Yeah, it was their first foray into live sports, and they just couldn't keep up with the streaming capabilities, and then they got hit with a fifty million dollar lawsuit.”
Alexandra Botez Dec 25, 2024 ▶ 1:04:29 The All-In Holiday Spectacular
Assertion Supported
Bill Ackman sold his entire Netflix stake at a $430 million loss
“Ackman dumped his entire stake and booked a four hundred thirty million dollar loss”
Jason Calacanis Apr 23, 2022 ▶ 51:39 E77: Tech work culture, crypto regulation, stablecoins, $NFLX & more w/ Coinbase CEO Brian Armstrong
Assertion Supported
Rosenblum: 'Amazing Digital Circus' struck simultaneous YouTube and Netflix release deal
“There's a YouTube channel called Amazing Digital Circus which is an animated channel, and they did a deal that is super unique, I think the first of its kind, where they will be distributing on Netflix at the same exact time as they distribute on YouTube.”
Colin Rosenblum Apr 3, 2025 ▶ 26:52 All-In Live from Austin: Colin and Samir, Chris Williamson, and Bryan Johnson
Assertion Supported
Netflix was the worst-performing S&P 500 stock in early 2022
“According to Bloomberg, as of Wednesday, Netflix was the worst performing S&P 500 so far in twenty-twenty-two.”
Jason Calacanis Apr 23, 2022 ▶ 51:28 E77: Tech work culture, crypto regulation, stablecoins, $NFLX & more w/ Coinbase CEO Brian Armstrong
Assertion Supported
Chamath: Apple TV+ beat Netflix to win the first streaming Best Picture Oscar
“Apple, after only a few years, wins the first Oscar of any of the streamers, right? Beating Netflix, even though they've been in there and spent a hundred for best picture, but I'm saying.”
Chamath Palihapitiya Apr 23, 2022 ▶ 54:23 E77: Tech work culture, crypto regulation, stablecoins, $NFLX & more w/ Coinbase CEO Brian Armstrong
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 460 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.