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 1,264 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
Chamath: Friedberg and I Are Short Vertical SaaS
“So are you long vertical SaaS or are you short it like Freeberg and I are?”
Weinstein: I sought White House science role but refused Trump loyalty pledge
“I just met with Michael Kratzios. Great. I wanted that role. I put my hat into the ring for that for that role. I didn't think I would get it because I wasn't willing to pledge sufficient loyalty to Donald Trump.”
Kratsios: Science grants will fund researchers in garages, not just universities
“We should meet the best scientists wherever they are. If they're at a university, we should fund them. If they're at a focused research organization, we should fund them. If they're on their own in their garage doing incredible work and can pass a merit-based …”
Langley: Flock avoids facial recognition and video capture unlike competitors
“We don't do facial recognition. We don't capture video. We don't look inside the car. We don't even allow in our system to search for people for our licensing cameras. And that's in direct conflict with some of our biggest competitors who do all of the things …”
Langley: Flock Safety will never build AI that defines suspicion
“Yeah, that I don't want to do. Like, I think we've been really consistent that we never want to be a company that defines suspicion. That's really dangerous.”
Altman: OpenAI discussed pacing AI development with the administration
“We've talked about the need to pace it as the models get more capable, which I think is in everyone's interest.”
Fankhauser: ANYbotics does not build and has no plans to build military products
“Today we're not doing it, not intend to do it, right?”
Fankhauser: ANYbotics signed an open letter with Boston Dynamics opposing robot weaponization
“Four years ago, we wrote a letter together with our friends at Boston Dynamics and others, right, who condemned the weaponization Of robots for exactly that reason, that as engineers, we don't want to see it being used, and we think it's just dangerous and ris…”
McMaster: Weaponizing robots is a distraction from Boston Dynamics' core focus
“For what we're trying to do right now in industrial use cases, it's a distraction for our business.”
ElevenLabs CEO Mati Staniszewski says the company has never employed product managers
“We don't have any PMs.”
Cerebras CEO discloses $25 billion order backlog
“And so, you know, we have a twenty five billion dollar backlog.”
Sacks: I am not a White House employee and was not involved in Anthropic letter
“I'm not a day-to-day employee of the White House, and I only got the readout of this once the letter was sent. So, you know, I wasn't involved.”
Sen. John Fetterman vows he will never switch political parties
“There was a lot of palace intrigue that I'm going to change the party, and I'm never going to do that.”
Loeb: Third Point has been shorting homebuilder-related equities
“We had, ah, a really strong view on home builders from last year that, ah, there were two things going on. It wasn't just It wasn't just rates, mortgage spreads that were depressing housing prices, that home prices, that the home building industry was first st…”
Ackman: Howard Hughes will reinvest all cash flow into insurance
“What we're doing is instead of reinvesting all the cash the business generates into real estate, we're going to reinvest all the cash into insurance.”
Charles Koch: Trying to drive social change through one political party failed
“And the mistake we made, or I made, is trying to do it through one party. You can't do that. So now we follow Frederick Douglass' advice to work with anyone to do right and no one to do wrong.”
Pratt: Will audit every LA non-profit in first week as mayor
“First week in office, you bring all of them in. We audit every NGO, every document that hasn't been shredded.”
Anonymous billionaire pledged $500M to revitalize LA if Pratt wins
“I met with a billionaire Anonymous billionaire that agreed to be the fun czar. He said, my family gave three hundred million dollars to New York for a project. We'll give you five hundred million dollars to bring fun back to Los Angeles.”
Spencer Pratt pledges as LA mayor to prevent DSA members from re-election
“And then as mayor, I have to fight all these DSA city council members, make sure they're never reelected. So not only do I have to do all that, but I gotta fight to make sure that in my next four years, there's never a DSA fake Democrat.”
Hilton commits to reversing California's prison closure program if elected
“So a simple thing we can do that is completely within the governor's control is stop and reverse the prison closure program, which is what I've committed to doing.”
Palihapitiya: $420M credit line nearly ruined me during Credit Suisse collapse
“I've had a four hundred and twenty million dollar credit line. And I had a moment where it was reflexively kind of collapsing inward because the assets that I was using to secure it shrank in value in a moment of market disruption. I was scrambling. And then a…”
Gerstner is buying OpenAI shares despite negative market sentiment
“I'm a buyer of the shares today, notwithstanding all of the vibes that you describe.”
Shapiro rejects wealth and unrealized capital gains taxes in Pennsylvania
“That kind of tax that you're describing is not something we have here. It's certainly not something on, on my agenda.”
Shapiro says he directly advised Joe Biden against seeking re-election
“Joe Biden seeking another term was probably not in the best interest of the party or the country, and I spoke to him directly about that and bluntly about that.”
Bryan Johnson: 5-MeO-DMT was more efficacious than diet and exercise combined
“If I just subjectively compare my experience with five MEO to having a better diet and exercising every day and sleeping well and doing the sauna and doing hyperbolic oxygen therapy, this was more efficacious than all of them. In terms of the reset of me as a …”
Bryan Johnson created personal organoids to test longevity drugs in vitro
“We have the organoids stood up. We haven't done our first takes yet.”
Bryan Johnson: Psychedelics provided 30 to 40 years of psychological rejuvenation
“I felt like it was like 30, 40 years of Psychological rejuvenation. Like, you know, it's like to transform me back to a childlike state. That is insane. I don't get that from the sauna. Or from eating well. Or from sleeping well.”
Intrator: CoreWeave's average client AI compute contract is five years
“Our clients come into us and they buy compute for five years, for six years. Our average contract is five years.”
CoreWeave uses six-year GPU depreciation schedule and expects longer lifespans
“We use a six year depreciation. We believe that the GPUs will last in excess of six years, but we felt like that was a fair and reasonable approach to a technology cycle that's moving at this velocity.”
Mahan proposes temporarily suspending California's gas tax
“My proposal is that we, to start, temporarily suspend our gas tax to provide immediate relief to working families who are paying the price for a war that they didn't ask for, and they're disproportionately paying the price.”
Friedberg replaced entire software stack in 90 minutes using Claude agents
“Replaced a whole software stack and, like, a whole bunch of workload. 90 minutes on Claude ran this agentic system, built the whole thing, deployed it, and we got, we were all. On a Sunday night. On a Sunday night, 10 p.m., I was done at 11:30, I went to bed.”
Fetterman states he no longer identifies as a progressive Democrat
“I am no longer, I, I'm just a Democrat. I'm not a progressive”
Chamath: Increasing daily AI token consumption yields no additional economic output
“I'm consuming more tokens every single day. Do I get more economic output? I am not.”
Calacanis: Open source AI models account for 85% of token usage
“All of these open source models, we started running them, picking up about 85% of our tokens right now.”
SEC Chair Atkins plans to streamline rulebook with focus on materiality
“That is part of my program for this year and going into next is to go through our rule book. We need a spring cleaning. We need to clean out the attic of the basement and the garage, and to really look at things. Unlike the agency has ever done before with a r…”
CFTC Chair Selig promises prediction market guidance over regulation by enforcement
“And so now is the time to put out guidance and make sure that we're not regulating by enforcement as the prior administration did. But we are setting standards. We are making clear what our statute says, and that is that these contracts cannot be listed if the…”
SEC Chair Atkins will propose rule changing corporate financial reporting frequency
“And we are going to come out with a proposed rule and seek comment on it.”
SEC Chair Atkins will propose new accredited investor rules in 2026
“So anyway, so I think we have to take a fresh look at all this, and we are going to do that here this year and with a proposed rule to address that.”
Prince Reza Pahlavi states he will not run for office in Iran
“I'm here to be a bridge towards that outcome. That's the function of a transitional leader. Not to run for office or not to have an aim for personal position of power or authority.”
Michael: Pentagon spent three months negotiating standards with Anthropic before dropping them
“And I was trying to work with them. Why would I spend three months trying to negotiate with them to get to a symbol standard if I would've just said, okay, guys, you're out.”
Calacanis: AI agent managers yield 10x to 20x leverage at his firm
“And right now it feels like the people in my organization have four of them who are focused on this out of 20. I would say that their leverage is between 10 and 20 x the other 16.”
Homan: CBP and ICE staff are drafting a drawdown plan
“Matter of fact, I have staff from CBP and from ICE working on a drawdown plan.”
Calacanis: Canceled $25,000 worth of OpenAI accounts
“I canceled all of my OpenAI accounts. 25,000 dollars. Gone.”
Lockmiller: Crusoe placed a 1.2 billion dollar gas turbine order
“Now we're, you know, their first large purchase order for 1.2 billion dollars of, ah, gas turbines to power AI, critical AI infrastructure.”
Calacanis: Government sales cycles force VCs to invest direct-to-consumer
“The, Only investments we've ever made in those spaces are ones that go direct to consumer, because we know going through the government, there's just not enough runway for those companies to get to the other side.”
Oz: CMS will freeze new provider enrollments for fraud-prone services
“I'm gonna put a moratorium on some of these services. We're not gonna let new people sign up.”
Calacanis: AI tools replaced human assistants for podcast guest research
“Now it's 16 hours to I don't need them. Literally don't need them to do this work.”
LinkedIn merged product manager, designer, and engineering roles into full-stack builders
“So for example, I'll give you, at LinkedIn, we used to have product managers, we had designers, we had front-end engineers, and then we had back-end engineers and so on. So what we did is we sort of took those first four roles and combined them. In fact, incre…”