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.
why aren't all 106 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 10 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
Friedberg: Musk couldn't have funded Tesla and SpaceX without selling PayPal
“Elon sold PayPal and he was able to use that money to reinvest in Tesla and SpaceX. I think Elon's putting all the money back into two companies that are solving two major issues for humanity. He wouldn't have been able to do that if he hadn't sold in the firs…”
Chamath: Average employee tenure is under 3.5 years at Uber, Tesla, Google
“The average tenure at Uber is 1.8 years. The average tenure at Tesla is 2.1 years. The average tenure at Google is 3.2 years.”
Friedberg: Larry Ellison's $1B Tesla investment grew to over $10B
“Larry Ellison bought a billion dollars of Tesla stock less than two years ago that is now worth over ten billion dollars”
Palihapitiya highlights Tesla's energy business generating $3.5 billion at 30% margins
“It's printing three and a half billion dollars a quarter, and it's operating margins in energy business, 30%.”
Loeffler claims Tesla received SBIC government-backed funding
“SBIC money was in Tesla, for example.”
Chamath: Tesla spent ~$1B on AI infrastructure capex in Q1 2024
“He spent about a billion of capex this quarter on AI infrastructure.”
Calacanis: Tesla stock rose 800% from 2018 to 2023 compared to Apple's 345%
“If you compare Tesla to Apple, the second highest increasing stock price during that same time period, Apple went up 345%. Tesla went up 800%.”
JCal: Seven tech stocks drive most of 2023 stock market gains
“Seven stocks make up the mo- most of the gains this year. Meta, Tesla, Nvidia, Amazon, Alphabet, Microsoft, and Apple.”