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

Disclosure
Chamath systematically sold $100M of SoFi stock through late 2021
“I sold like a hundred million dollars of SoFi, but then I was a systematic seller through the end of last year and through this year.”
Chamath Palihapitiya Sep 23, 2022 ▶ 8:28 E97: SPAC updates, public/private market overview, Putin's end game & more
Disclosure
Palihapitiya discloses selling Golden State Warriors stake and SoFi position
“And at that moment, I started a bunch of things in process, which we can talk about at the end, but I also sold a bunch of warriors position. I started a process at that point, and I sold a piece in December, and then I just sold the last piece this week. But …”
Chamath Palihapitiya Jul 8, 2022 ▶ 36:53 E86: Macro outlook: jobs, housing, inflation + Dutch farmers protests & EU climate missteps
Assertion Contradicted
Chamath: SoFi made $1.5M from payment for order flow
“I asked the team at SoFi, like, you know, what's the, how much is how much is made on payment for order flow? And the answer was 1.5 million dollars. And the forecast for next year was like 400 K.”
Chamath Palihapitiya Feb 3, 2021 ▶ 11:39 E20: Robinhood wrap up, Insiders vs. Outsiders, California's failing report card & how to fix it
Disclosure
Chamath announces his IPOE SPAC is merging with SoFi
“IPOE, IPOE is merging with SoFi.”
Chamath Palihapitiya Jan 8, 2021 ▶ 1:21:22 E16: Reflecting on the riots at the US Capitol, plus: Georgia runoffs, vaccine distribution & more
Disclosure
Chamath reveals Social Capital invested $275M into the SoFi PIPE
“So for example, like, you know you know, in, in so far, I think we put in two hundred and seventy-five million dollars.”
Chamath Palihapitiya Apr 23, 2021 ▶ 1:16:53 E30: Ramifications of Biden's proposed capital gains tax hike, founder psychology & more
Assertion Partly supported
Friedberg: Chamath's IPOE SPAC stock doubled on SoFi merger announcement
“It doubled today.”
David Friedberg Jan 8, 2021 ▶ 1:21:20 E16: Reflecting on the riots at the US Capitol, plus: Georgia runoffs, vaccine distribution & more
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