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 4 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

Assertion Supported
Chamath: VC funds often return less than the S&P 500
“Why take on 15 year illiquidity for oftentimes funds that return less than the S and P, which is the dirty little secret of Silicon Valley.”
Chamath Palihapitiya Dec 23, 2023 ▶ 47:53 E158: Global trade disrupted, Adobe/Figma canceled, realtors sued, Trump blocked
Prediction Held up
Chamath: S&P 500 will probably rally to 4200–4300
“The S and P. Yeah. Probably gets to 4243 hundred.”
Chamath Palihapitiya Aug 5, 2022 ▶ 17:50 E90: Twitter subpoenas, market overview, Pelosi's Taiwan visit & more
Prediction Didn’t hold up
Chamath: S&P 500 will drop to 2000 or lower during COVID-19 downturn
“I think that, you know, we're like, we're going to touch 2000 on the S and P if not lower.”
Chamath Palihapitiya Mar 15, 2020 ▶ 1:24:51 E0: COVID-19 Political, Economic & Social Ramifications featuring David Friedberg
Assertion Supported
Chamath: Magnificent Seven stock valuations are compressing relative to S&P 500
“Specifically you're seeing the Mag seven compressed towards the rest of the S and P 500.”
Chamath Palihapitiya Mar 8, 2025 ▶ 7:25 Tariffs, Trump's Economic Endgame, Market Chaos, Bitcoin Reserve, CoreWeave IPO
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