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.

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why aren't all 2,594 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 67 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 Not checkable as stated
Sacks: Anthropic's proposed open-source AI bans do not solve model distillation
“These proposals to ban open source that are coming from Anthropic. They don't solve the distillation problem.”
David Sacks Jul 24, 2026 ▶ 14:26 The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?
Assertion Not checkable as stated
Sacks: US frontier AI models remain six months ahead of China
“I don't believe that China has caught up. I still think we are six months ahead.”
David Sacks Jul 24, 2026 ▶ 30:52 The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?
Prediction Open · timeframe Dec 2026
Sacks: OpenAI forecasts $75 billion in exit ARR by year-end
“I think they were expecting to end the year at sixty billion of ARR. And I think they're forecasting more like seventy five billion of exit ARR.”
David Sacks Jul 24, 2026 ▶ 31:49 The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?
Prediction Not checkable as stated
Sacks: Anthropic's SRO support is a stepping stone to FAA-style regulation
“However, I think this is just an opening bid for Anthropic, meaning they'll take this. Thank you very much. This is more regulation than we have today. But that won't be the end of it, right? This will just be the stepping stone to get what Dario has now calle…”
David Sacks Jul 18, 2026 ▶ 11:17 Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters
Prediction Not checkable as stated
Sacks: Permission-based AI regulation will cause US to lose race to China
“But when you're talking about AI models, you're talking about replacing a system that is releasing new versions Every couple of months with one that is potentially fully under the control of government, fully government approved, everything has to be certified…”
David Sacks Jul 18, 2026 ▶ 12:31 Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters
Opinion
Sacks: Anthropic is principally responsible for state AI regulatory frenzy
“Anthropic was principally responsible for the state regulatory frenzy that is damaging the startup ecosystem.”
David Sacks Jul 18, 2026 ▶ 18:01 Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters
Prediction Not checkable as stated
Sacks: The US may only be months ahead of China in AI
“Kimmy K three just came out and people are saying it's now right up there. It's very, very close to the frontier. We may have months on China if that.”
David Sacks Jul 18, 2026 ▶ 1:18:32 Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters
Assertion Supported
Sacks: Anthropic CPO resigned from Figma board days before rival launch
“Anthropic's chief product officer had actually even served on Figma's board and didn't resign until three days before the launch of Claude Design.”
David Sacks Jul 3, 2026 ▶ 6:10 AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom’s CA Budget Lie
What-if
Sacks: Mamdani would not have won NYC mayoral election without migrant vote
“Mamdani would not have won the mayoral election in New York if it had just been native-born New Yorkers voting. It was the mass migrant vote in New York that swung it to Mamdani.”
David Sacks Jun 27, 2026 ▶ 11:25 Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter
Assertion Partly supported
Sacks: Biden administration AI policy leaders immediately joined Anthropic
“The leaders of the Biden administration's AI policy, not just one of them, but all of them, went to go work at Anthropic, like, the minute the Biden administration was over.”
David Sacks Jun 19, 2026 ▶ 1:05:22 World's First Trillionaire, Anthropic Fable Banned, The New Oligarchs, Iran Peace Deal
Opinion
Sacks: AI CEOs are driving public anxiety by scaring people needlessly
“Look, this is all downstream. This is all downstream of the fact that these AI CEOs have been scaring the daylights out of the public with respect to AI.”
David Sacks Jun 19, 2026 ▶ 1:11:20 World's First Trillionaire, Anthropic Fable Banned, The New Oligarchs, Iran Peace Deal
Prediction Not checkable as stated
Sacks: Big Tech AI companies will censor outputs based on user profiling
“These powerful big tech companies are going to decide whether you're worthy. They're going to decide whether you're an AI have or have not. And then they're going to censor the output that you receive based on the criteria they determine when they profile you.”
David Sacks Jun 13, 2026 ▶ 13:12 Anthropic's Fable Backlash, Nationalizing AI, Inflation Heats Up & California’s Broken Elections
Prediction Not checkable as stated
Sacks predicts AI regulatory capture will create a market monopoly or duopoly
“We're going to be stuck with somewhere between one and three companies, maybe two, there'll be an AI monopoly or duopoly, and they're going to decide along with some new government agency, which will be a revolving door. To their companies, who has access to w…”
David Sacks Jun 13, 2026 ▶ 29:41 Anthropic's Fable Backlash, Nationalizing AI, Inflation Heats Up & California’s Broken Elections
Opinion
Sacks: Bernie Sanders' AI wealth fund proposal is property confiscation
“Well, I'm not in favor of Bernie's proposal because it's a straight up confiscation of property, and I just think that'd be a terrible precedent.”
David Sacks Jun 13, 2026 ▶ 39:31 Anthropic's Fable Backlash, Nationalizing AI, Inflation Heats Up & California’s Broken Elections
Opinion
Sacks: Data does not support predictions of AI job loss apocalypse
“Now, the job loss apocalypse is not a story I believe in. I don't think the data supports it.”
David Sacks Jun 13, 2026 ▶ 40:49 Anthropic's Fable Backlash, Nationalizing AI, Inflation Heats Up & California’s Broken Elections
Opinion
Sacks: Anthropic is hypocritical for hiring Karpathy while warning of recursive AI risk
“You know, last week they published this blog saying that recursive self-improvement could end the world. Therefore we need a pause. What did they do the previous month? They hired Andre Karpathy to run recursive self-improvement. Ananthropic. They're complete …”
David Sacks Jun 13, 2026 ▶ 50:38 Anthropic's Fable Backlash, Nationalizing AI, Inflation Heats Up & California’s Broken Elections
Assertion Partly supported
Sacks: Gavin Newsom signed a bill making California election audits virtually impossible
“Gavin Newsom just signed a law making it virtually impossible to audit any of this stuff.”
David Sacks Jun 13, 2026 ▶ 1:21:51 Anthropic's Fable Backlash, Nationalizing AI, Inflation Heats Up & California’s Broken Elections
Prediction Not checkable as stated
Sacks: An FDA for AI would inevitably expand into government censorship
“If you create, say an FDA for AI, as many people are calling on, that will give government the power to approve models and therefore give notes to model developers. And very soon this definition of safety will expand because the government always takes an expa…”
David Sacks May 29, 2026 ▶ 21:00 Anthropic's Digital God, Pope vs AI, Job Loss Narrative Flips, Open Source Crackdown Coming?
Prediction Held up
Sacks predicts Washington regulatory push will eventually ban open-source AI
“In terms of the red capture agenda that you're seeing in Washington, I think where it's all leading to is an effort to ban open source models or open weight models.”
David Sacks May 29, 2026 ▶ 49:48 Anthropic's Digital God, Pope vs AI, Job Loss Narrative Flips, Open Source Crackdown Coming?
Assertion Partly supported
Sacks: Anthropic ARR reached $44 billion in April 2026
“First, we find out that from January first to March 31st, they grew from Roughly ten billion of ARR to thirty billion, so it tripled. And then in April, if anything, the rate of increase seemed to accelerate. They went from 30 to forty-four billion of ARR.”
David Sacks May 8, 2026 ▶ 14:34 Elon’s Anthropic Deal, The Next AI Monopoly?, “FDA for AI” Panic, Trading the AI Boom
Prediction Not checkable as stated
Sacks: AI productivity boom will not cause massive job losses
“I don't think there's going to be this huge job loss associated with this productivity boom that we're going to get.”
David Sacks May 1, 2026 ▶ 50:04 OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze
Assertion Supported
Sacks: SPLC turned $270K Charlottesville investment into $81M in fundraising
“They increased the amount of money that they were able to fundraise by eighty one million dollars. So that 270,000 dollar investment led to an eighty one million dollar return.”
David Sacks Apr 24, 2026 ▶ 1:04:26 SpaceX-Cursor Deal, SaaS Debt Bomb, New Apple CEO, SPLC Indictment, Colon Cancer Spike
Assertion Not checkable as stated
Sacks claims Anthropic withheld Mythos AI model due to serving costs
“It's looking more and more like Anthropic could not have offered that model commercially anyway, because it was just too big and expensive and they needed to create space for Opus 4.7.”
David Sacks Apr 17, 2026 ▶ 32:09 OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out
Prediction Open · timeframe Apr 2031
Sacks predicts roughly 30 states will outright ban AI data centers
“Well, I think Chamath is right that the data centers become very unpopular, probably in 30 states they're just going to ban them outright.”
David Sacks Apr 17, 2026 ▶ 42:54 OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out
Assertion Supported
Sacks asserts Anthropic lobbied against US-backed Gulf AI data center projects
“In the case of the GCC data centers, Anthropic was adamantly opposed to that, and they were lobbying against it, and they were, again, salting the earth against Those projects.”
David Sacks Apr 17, 2026 ▶ 52:44 OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out
Assertion Not checkable as stated
Sacks claims Nancy Pelosi personally forced Eric Swalwell out of race
“But there's no way That that button gets pushed without going to Pelosi for the sign off. Right. I mean, she's like the boss of this operation.”
David Sacks Apr 17, 2026 ▶ 1:06:57 OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out
Opinion
Sachs: Anthropic has a pattern of using fear to market products
“These guys, I'm not saying it's not sincere, but they have a proven pattern of using fear as a way to market their new products.”
David Sacks Apr 10, 2026 ▶ 10:37 Anthropic’s $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence
Assertion Supported
Sacks: Anthropic has the fastest growing revenue run rate ever seen
“Third, Anthropix revenue run rate is based on what I can tell and what's been publicly released is the fastest growing revenue run rate at scale that I think we've ever seen.”
David Sacks Apr 10, 2026 ▶ 40:53 Anthropic’s $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence
Opinion
Sacks: Anthropic's AI policy advocacy is regulatory capture
“Regardless, I do think it is a form of regulatory capture because it plays into the hands of the big companies and creates moats that new entrants will not be able to Overcome.”
David Sacks Mar 27, 2026 ▶ 6:16 Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Major Lawsuits
Opinion
Sacks: Anthropic operates a ruthless political smear operation in Washington
“Anthropic may pose is this company that's on the side of the angels, but they've hired a number of very seasoned brass knuckle political operatives in Washington and, you know, members of the Biden administration, Laura Loomer actually just had a piece today o…”
David Sacks Mar 27, 2026 ▶ 14:21 Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Major Lawsuits
Assertion Partly supported
Sacks asserts Iran's army, navy, and air force are destroyed
“Their army, navy, air force all been destroyed.”
David Sacks Mar 13, 2026 ▶ 10:31 Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare
Assertion Not checkable as stated
Sacks: Israel is taking unprecedented damage in current war
“There's a social media blackout, but what you're starting to hear trickle out is that Israel is getting hit harder than they've ever been hit before in their history.”
David Sacks Mar 13, 2026 ▶ 13:12 Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare
Prediction Didn’t hold up
Sacks predicts AI will increase demand for knowledge workers
“As you may recall on the prediction show for this year, my most contrarian belief is that AI would increase demand for knowledge workers, not put them out of business.”
David Sacks Feb 13, 2026 ▶ 1:10 Debt Spiral or NEW Golden Age? Super Bowl Insider Trading, Booming Token Budgets, Ferrari's New EV
Assertion Supported
Sacks: All recent net job gains went to native-born Americans
“All the job creation has been enjoyed by native born Americans as well. All the job loss has been on non native born Americans, which is pretty Remarkable.”
David Sacks Feb 13, 2026 ▶ 56:18 Debt Spiral or NEW Golden Age? Super Bowl Insider Trading, Booming Token Budgets, Ferrari's New EV
Assertion Supported
Sacks: Reid Hoffman is mentioned 2,600 times in Epstein files
“The number one person in the Epstein files from Silicon Valley, which is Reid Hoffman, mentioned 2600 times, had a multi-year relationship with Epstein.”
David Sacks Feb 7, 2026 ▶ 14:24 Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick
Opinion
Sacks: NYT selectively targets right-coded tech figures in Epstein coverage
“The New York Times clearly has a list of people they consider approved targets. They're all right-coded. People like Elon or Peter Thiel and even J. Cal, Because of his association with us, I guess, and they become the targets, but the people who've donated hu…”
David Sacks Feb 7, 2026 ▶ 15:06 Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick
Assertion Partly supported
Sacks: Roughly $8 billion was stolen by Somali fraudsters in Minnesota
“The eight billion or so that was stolen by Somali fraudsters.”
David Sacks Jan 31, 2026 ▶ 16:44 ICE Chaos in Minneapolis, Clawdbot Takeover, Why the Dollar is Dropping
What-if
Sacks: Trump would have won nine more electoral votes without illegal alien census counting
“In the last election, President Trump would have won an additional nine electoral votes If we had an accurate accounting.”
David Sacks Jan 31, 2026 ▶ 17:43 ICE Chaos in Minneapolis, Clawdbot Takeover, Why the Dollar is Dropping
Assertion Contradicted
Sachs: Minnesota released roughly 470 convicted illegal immigrants last year
“Last year, there was something like 470 convicts, ok, illegal aliens, criminals. And I'm not talking about that their crime wasn't breaking into the country. I'm talking about subsequent crimes that were released In Minnesota, so they cannot be rounded up by I…”
David Sacks Jan 31, 2026 ▶ 42:24 ICE Chaos in Minneapolis, Clawdbot Takeover, Why the Dollar is Dropping
Prediction Not checkable as stated
Sacks: Halting data center expansion would cripple US in global AI race
“It would fundamentally, I think, cripple the United States in the AI race if we just stopped building data centers altogether.”
David Sacks Jan 23, 2026 ▶ 8:24 Inside America’s AI Strategy: Infrastructure, Regulation, and Global Competition
Assertion Supported
Sacks: Biden administration pressured social networks to censor content
“And I would say President Trump, because I do think that that, President Trump's election definitely changed the direction of free speech in the United States, never mind the rest of the world, because I think under the Biden administration, we now know from c…”
David Sacks Jan 22, 2026 ▶ 31:15 Europe's Free Speech Failure and the "Censorship Industrial Complex" with Sarah B. Rogers
Prediction Not checkable as stated
Sacks predicts a rush for exits if California wealth tax reaches ballot
“If it gets on the ballot, You know, again, we'll know in just a few months, there's going to be a huge freak out. And I think there'll be a lot of people who will say, I can't take the risk. They're going to leave the state. So I think there's going to be a ru…”
David Sacks Jan 10, 2026 ▶ 4:36 All-In's 2026 Predictions
Prediction Open · timeframe Dec 2026
Sacks predicts US GDP growth will reach 5% in 2026
“I'm gonna go for five percent. Within a rounding year, I believe five percent.”
David Sacks Jan 10, 2026 ▶ 15:03 All-In's 2026 Predictions
Prediction Open · timeframe Dec 2026
Sacks: AI will increase demand for knowledge workers, not decrease it
“AI will increase demand for knowledge workers, not decrease it.”
David Sacks Jan 10, 2026 ▶ 58:27 All-In's 2026 Predictions
Assertion Partly supported
Sacks: California's $24B homeless spending is massive, unauditable fraud
“For example, in California, we have twenty four billion dollars going to quote unquote homeless programs, and yet the number of homeless people keeps rising. And, you know, everyone knows it's called the homeless industrial complex. They can't pass an audit. T…”
David Sacks Dec 31, 2025 ▶ 21:50 Massive Somali Fraud in Minnesota with Nick Shirley, California Asset Seizure, $20B Groq-Nvidia Deal
Assertion Contradicted
Sacks: Rep. Ilhan Omar went from negative net worth to multi-millionaire
“But still, she went from negative to being a multi-millionaire in two years.”
David Sacks Dec 31, 2025 ▶ 36:59 Massive Somali Fraud in Minnesota with Nick Shirley, California Asset Seizure, $20B Groq-Nvidia Deal
Prediction Not checkable as stated
Sacks: State wealth taxes will inevitably expand to target non-billionaires
“It establishes a precedent that we can define an arbitrary group of people And confiscate a bunch of their property because they're politically unpopular. And if it succeeds here, it will be replicated over and over and over again. And obviously the line will …”
David Sacks Dec 31, 2025 ▶ 1:20:10 Massive Somali Fraud in Minnesota with Nick Shirley, California Asset Seizure, $20B Groq-Nvidia Deal
Assertion Contradicted
David Sacks: 50% of Stanford students claim disabled status for test accommodations
“At Stanford, they said that if you're disabled, you get more time on tests, and you can kind of be unproctored, and kind of... Accommodations. Right. So now, 50% of students at Stanford say they're disabled.”
David Sacks Dec 24, 2025 ▶ 1:13:07 All-In x Kill Tony: A Hilarious Holiday Special
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