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 803 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

Prediction Didn’t hold up
Chamath predicts Google Search will lose 10% to 15% usage in 2023
“So I think that, you know, Google could lose 10 or 15% of usage to all these other sites. And that may not make any of those sites that relevant, but it'll have a material measurable impact to Google”
Chamath Palihapitiya Jan 6, 2023 ▶ 39:06 E110: 2023 Bestie Predictions!
Prediction Didn’t hold up
Palihapitiya: Any Democratic nominee will crush Trump in 2024 election
“Because if it is Trump, whoever the Democratic candidate is, I don't think it really matters, will crush Trump.”
Chamath Palihapitiya Nov 19, 2022 ▶ 16:25 E105: Tech culture wars: Elon vs. SBF, Sabotaging Republicans with Trump
Assertion Contradicted
Sacks: SBF gave zero donations to the Republican Party
“How many donations did he give to the Republican party? None.”
David Sacks Nov 19, 2022 ▶ 1:19:00 E105: Tech culture wars: Elon vs. SBF, Sabotaging Republicans with Trump
Assertion Contradicted
Sacks: California public workers earn 53% to 100% more than private sector
“The typical government worker in California makes 53% more than their private sector counterpart. And if you factor in all the pensions that have been promised, it's a hundred percent more.”
David Sacks Sep 1, 2022 ▶ 25:00 E94: NFT volume plummets, California's overreach, FBI meddling, climate change & national security
Prediction Didn’t hold up
Chamath: New IRS agents will target middle and upper-middle income taxpayers
“When you apply 87,000 people and task them incrementally with doing a job, it's not going to touch these folks that are already audited. It's going to touch the folks that are not audited, and by and large, a much, much larger majority of middle income and upp…”
Chamath Palihapitiya Aug 20, 2022 ▶ 1:21:37 E92: Adam Neumann's second act, a16z's $350M bet, housing policy, Inflation Reduction Act & more
Prediction Didn’t hold up
Calacanis: Jeff Bezos will run for US president in 2024
“Bezos is going to run for president in 2024. This is why he retired.”
Jason Calacanis Jul 8, 2022 ▶ 1:12:39 E86: Macro outlook: jobs, housing, inflation + Dutch farmers protests & EU climate missteps
Prediction Didn’t hold up
Sacks: 2024 US presidential election will be DeSantis vs. Newsom
“I think it's going to be DeSantis versus Newsom in 24.”
David Sacks Jun 24, 2022 ▶ 1:33:59 E84: Markets update, crypto collapse, Russia/Ukraine endgame, state of the podcast
Prediction Didn’t hold up
Chamath: Ron DeSantis would win presidential election in a landslide
“DeSantis runs, he's gonna run, he's gonna win a landslide.”
Chamath Palihapitiya Jun 24, 2022 ▶ 1:38:52 E84: Markets update, crypto collapse, Russia/Ukraine endgame, state of the podcast
Assertion Contradicted
Greenwald: Over 10 million Americans voted for Obama twice, then Trump
“There are literally millions of voters in excess of ten million, depending on how you count, but definitely in excess of ten million. Voters who twice voted for Barack Obama in 2008 and 12, and then in 2016 voted for Donald Trump.”
Glenn Greenwald May 28, 2022 ▶ 22:42 #AIS: Glenn Greenwald & Matt Taibbi discuss the new political divide, moderated by David Sacks
Assertion Contradicted
Chamath: $35 trillion in global wealth destroyed in early 2022
“Since the beginning of this year till about yesterday, so I think the number is still going up probably by at least by a trillion dollars. We have destroyed collectively as a society 35 trillion dollars in global market value. Now, to give you a sense of that,…”
Chamath Palihapitiya May 13, 2022 ▶ 8:49 E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more
Prediction Didn’t hold up
Sacks predicts Putin installs a puppet government and leaves within a year
“I don't think he wants this problem long term. It's probably gonna be more like the situation we had in Georgia in 2008. He goes in for a year. He institutes perhaps some sort of puppet government or some government that's more favorable to him, and then he ge…”
David Sacks Feb 25, 2022 ▶ 16:23 E70: EMERGENCY POD! Russia invades Ukraine: Reactions, Putin's ambition, Biden's response and more
Prediction Didn’t hold up
Sacks predicts a Democratic midterm landslide defeat if focused on Jan 6
“And if you and the Democrats keep talking about this and focus on it, on MSNBC, to the exclusion of the issues that really matter I'll see you in November because you're gonna get slaughtered in this midterm election. It's gonna be a landslide.”
David Sacks Jan 15, 2022 ▶ 2:05 E63: Insurrection indictments, human rights in the US and abroad, groundbreaking MS study and more
Assertion Contradicted
Chamath: No professional Silicon Valley VCs invested in Theranos
“There's not a single person in Silicon Valley, I think, who put in a single shekel into this thing who actually does this as a real job.”
Chamath Palihapitiya Jan 8, 2022 ▶ 6:03 E62: Elizabeth Holmes verdict, fraud origins & takeaways, navigating "The Great Markdown" & more
Prediction Didn’t hold up
David Sacks predicts a $13,000 California school choice voucher ballot initiative
“There's going to be a ballot initiative that says that any Parent who wants to send their kid to an accredited school can get a voucher for 13,000 dollars from the state.”
David Sacks Dec 29, 2021 ▶ 58:18 E61: 2022 Predictions! Business, politics, science, tech, crypto, & more
Prediction Didn’t hold up
Palihapitiya predicts the Supreme Court will eliminate affirmative action within two months
“In the next month, maybe in the next two months, we're going to sort of see a pretty strict opinion on affirmative action. And if you talk to legal scholars, the overwhelming consensus is this is gone.”
Chamath Palihapitiya Dec 17, 2021 ▶ 27:01 E59: Twitter's content warning algo, equity audits, politicians trading stocks, Fed's next move
Prediction Didn’t hold up
Sacks: Democrats will lose 40 to 50 seats in 2022 midterms
“You're going to see. 40 to 50 seat losses by the Democrats in 2022.”
David Sacks Nov 6, 2021 ▶ 1:14:52 E54: Spread trading big tech, capital allocation, Zillow's misfire, Progressives suffer losses
Prediction Didn’t hold up
Palihapitiya: Future COVID variant will overcome vaccines and shut down economy
“At a certain amount of time, you're going to have a variant that that is, you know, basically will overcome all the vaccines we have, will kill enormous numbers of people, including the vaccinated will literally shut the economy down. And that's a probabilisti…”
Chamath Palihapitiya Jul 23, 2021 ▶ 13:33 E41: Vaccine policy, Big Tech, DeepMind's latest breakthrough, wealth creation, opportunity & more
Assertion Contradicted
Sacks claims Gascón's campaign received $5M each from Soros, Hastings, BLM
“Five million came from Soros, five million came from Reed Hastings, five million came from BLM.”
David Sacks May 22, 2021 ▶ 1:22:27 E33: Apple’s hypocrisy, America fails math, crypto’s regulatory correction, Clubhouse, UFOs & more
Assertion Contradicted
Chamath: Bush traded China's WTO entry for a UN vote on Iraq
“All of a sudden, Bush comes along and says, Well, you know, this seems to be working out. Well, I want to go to war with Iraq, I need to basically get China to vote. Yes. And the Security Council. Okay, what's it gonna take? China's like, admit me to the WTO.”
Chamath Palihapitiya May 1, 2021 ▶ 52:57 E31: Post-vaccination virtue signaling, pandemic lessons, immigration, Caitlyn Jenner for CA & more
Assertion Contradicted
Chamath Palihapitiya: Bush traded China's WTO entry for a Security Council vote
“George Bush in 2001 had this really seminal decision, which is he had the ability to block China from entering the WTO and instead he left them in. And he traded that for a vote on the Security Council.”
Chamath Palihapitiya Mar 27, 2021 ▶ 18:02 E27: The Great Inflation Debate, Amazon gets spicy on Twitter, rethinking supply chains & more
Prediction Didn’t hold up
Chamath Palihapitiya predicts flooded nickel mines will double Tesla vehicle prices
“A flood in a nickel mine is going to cause the price of a Tesla to basically double.”
Chamath Palihapitiya Mar 27, 2021 ▶ 55:51 E27: The Great Inflation Debate, Amazon gets spicy on Twitter, rethinking supply chains & more
Assertion Contradicted
Friedberg: California spent $100M on a no-bid vaccine website contract
“There was a hundred million dollars spent on Accenture to build the vaccination website. No bid contract.”
David Friedberg Mar 6, 2021 ▶ 25:28 E24: Markets trend down, political pandemic manipulation, stimulus breakdown, biological Patriot Act
Prediction Didn’t hold up
Sacks predicts California Governor Gavin Newsom will be recalled
“Look, this is why Newsom is going to get recalled is because crime and education are just fundamental issues.”
David Sacks Mar 6, 2021 ▶ 1:05:21 E24: Markets trend down, political pandemic manipulation, stimulus breakdown, biological Patriot Act
Prediction Didn’t hold up
Sacks predicts Gavin Newsom will be recalled over closures and crime
“And if these two things don't turn around, I think Gavin Newsom is going to get recalled.”
David Sacks Feb 20, 2021 ▶ 52:41 E23: Radical DAs, breaking down FB/Google vs. Australia, sustained fear post-vaccine & fan questions
Prediction Didn’t hold up
Palihapitiya: Wind and solar will make oil extraction economically infeasible by 2024
“The cost of wind and the cost of solar is going to make pulling the oil out of the ground economically and feasible within three or four years.”
Chamath Palihapitiya Nov 25, 2020 ▶ 1:16:17 E13: SPACsgiving Special! Vaccine news, innovation vs regulation, fixing higher ed, challenge trials
Assertion Contradicted
Sacks: Pfizer delayed vaccine trial announcement to avoid influencing the election
“And so Pfizer had this news weeks ago. Now I understand their reason for not wanting to appear to be influencing the outcome of the election. So I, that's why they held onto it.”
David Sacks Nov 11, 2020 ▶ 16:52 E12: Biden wins, Pfizer vaccine, markets rip, Trump's next act, COVID endgame scenarios & more
Prediction Didn’t hold up
Sacks predicts there will not be a second COVID lockdown
“There's not going to be a second lockdown.”
David Sacks Sep 19, 2020 ▶ 33:33 E8: TikTok + Oracle, how privacy loss will impact society, economy & COVID outlooks for 2021
Prediction Didn’t hold up
Chamath Palihapitiya predicts California will fail to pass police reform legislation
“We are not going to have police reform of any kind in California, which is where you'd think would be the first state where people got their act together and said, okay, if we really believe that we need to reform police we can do it in our own backyards, but …”
Chamath Palihapitiya Sep 9, 2020 ▶ 18:22 E7: California's collapse, how SPACs are opening the markets for growth stocks & more
Prediction Didn’t hold up
Sacks predicts no new U.S. gun control legislation for a generation
“There's not going to be any new gun control legislation for a generation because of the looting and writing that's going on Gun sales are at an all-time high.”
David Sacks Sep 9, 2020 ▶ 44:29 E7: California's collapse, how SPACs are opening the markets for growth stocks & more
Assertion Contradicted
Scientific organizations have definitively shown that glyphosate is non-carcinogenic
“A lot of scientific membership organizations very definitively and clearly show that glyphosate is non-carcinogenic.”
David Friedberg Jul 11, 2020 ▶ 11:04 E5: WHO's incompetence, kicking off Cold War II, China's grand plan, 100X'ing American efficiency
Prediction Didn’t hold up
Sacks: High chance Biden's VP pick becomes president within two years
“There's a very high chance that this VP pick will become the president, given Biden's age and everything going on in the world. And we've just seen crisis after crisis this year. I think there's gonna be more shoes to drop. And this person that we don't even k…”
David Sacks Jun 20, 2020 ▶ 1:15:13 E4: Politicizing the pandemic, Police reform, Twitter vs Facebook with David Sacks & David Friedberg
Assertion Contradicted
Sacks: Ubiquitous mask wearing is sufficient to stop exponential viral growth
“Wide-scale use of masks, sort of ubiquitous mask wearing is sufficient to control the virus, meaning to stop the exponentiality of the virus.”
David Sacks May 21, 2020 ▶ 15:09 E3: Modern Cold War, politicizing the pandemic & more with David Sacks & David Friedberg
Prediction Didn’t hold up
Chamath Palihapitiya predicts Donald Trump will win the 2020 election
“I think that Donald Trump is overwhelmingly likely to win as a function of people's frustration about the lockdowns.”
Chamath Palihapitiya May 21, 2020 ▶ 31:51 E3: Modern Cold War, politicizing the pandemic & more with David Sacks & David Friedberg
Prediction Didn’t hold up
Chamath: Cities will open green zones for antibody-tested individuals within six weeks
“I think that the emerging evidence will soon be hard to ignore that we have a denominator problem, which means that we're not testing enough, and that these IgG and IgM tests will come online at scale in the next two weeks. And that we will establish, ah, dema…”
Chamath Palihapitiya Mar 19, 2020 ▶ 1:25:10 E1: US Response to COVID-19 & Impact on Startups, VC & Public Markets with David Friedberg
Assertion Contradicted
Friedberg says IPCC forecasts in Al Gore's climate movie were disproven
“Al Gore published a movie called Inconvenient Truth. And he used these IPCC forecasts that as of now have been disproven, and many of the assumptions in those forecasts were not correct.”
David Friedberg Sep 12, 2026 ▶ 15:51 AI Kills Everybody or Doomer Psyop? OpenAI’s Math Breakthrough, Nike’s $200B Collapse
Assertion Contradicted
Friedberg: New tech cuts AI power cost per token by 10,000x
“There are technologies now that are reducing the cost of power per token of output by 10,000 X.”
David Friedberg Sep 12, 2026 ▶ 19:51 AI Kills Everybody or Doomer Psyop? OpenAI’s Math Breakthrough, Nike’s $200B Collapse
Assertion Contradicted
Kratsios: 70% of US STEM PhD Candidates Are Non-American
“The idea that, you know, seven out of 10 STEM-related PhD candidates in the United States are not American.”
Michael Kratsios Aug 24, 2026 ▶ 41:28 Inside Trump's Science Agenda: Anti-Science Claims, Fauci's Damage, DEI & China w/ Michael Kratsios
Assertion Contradicted
Kratsios: Median age of NIH intramural researchers is 71 years old
“The median age of an intramural researcher at NIH is 71 years old.”
Michael Kratsios Aug 24, 2026 ▶ 49:33 Inside Trump's Science Agenda: Anti-Science Claims, Fauci's Damage, DEI & China w/ Michael Kratsios
Assertion Contradicted
Calacanis: Poorest NYC communities most favored stop-and-frisk policing
“The people in the poorest communities were the most in favor of stop, ask, and frisk.”
Jason Calacanis Aug 18, 2026 ▶ 41:30 Mass Surveillance, Police Misuse, and Who Controls Your Flock Cameras with Flock CEO, Garret Langley
Assertion Contradicted
Friedberg: College administrative staff grew from 10% to 60% in 30 years
“We've seen administrative staff grow from 10% to 60% in the last 30 years.”
David Friedberg Aug 12, 2026 ▶ 58:41 Rahm Emanuel: Trump's Foreign Policy, China, Europe's Decline, Immigration & DSA vs Democrats
Assertion Contradicted
Calacanis: Studies show $12–$20 minimum wage causes no unemployment or automation
“All of the studies now show when you go to 12 to 20 dollars an hour, there's no difference. Doesn't cause any economic hardship for those companies. And it doesn't cause unemployment or automation.”
Jason Calacanis Aug 12, 2026 ▶ 1:08:20 Rahm Emanuel: Trump's Foreign Policy, China, Europe's Decline, Immigration & DSA vs Democrats
Assertion Contradicted
Sacks: China Produces More Math and Science Graduates Than Rest of World
“They're graduating more math and science graduates every year than the rest of the world combined.”
David Sacks Aug 7, 2026 ▶ 1:13:01 Google’s AI Brain Drain, SpaceX's Huge Quarter, Airtable’s 90% Collapse, US Data Fuels China AI
Assertion Contradicted
Gelsinger: Intel did not build a new factory for a decade
“It hadn't built a new factory in a decade when I got there.”
Pat Gelsinger Jul 15, 2026 ▶ 3:54 Former Intel CEO on What Went Wrong, What's Next + Lovable CEO on the Real Promise of Vibe Coding
Assertion Contradicted
Sacks: No other country in the world has birthright citizenship policy
“By the way, I don't think any country in the world has this policy. It's kind of a crazy policy.”
David Sacks Jul 3, 2026 ▶ 1:02:47 AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom’s CA Budget Lie
Assertion Contradicted
Friedberg: At least 15 Fortune 500 companies left California since 2019
“Since 2019, at least 15 Fortune 500 companies have moved out of California, moved their headquarters out, not to mention all the local franchises and everything that moved out. 2100 companies that are mid or large size have moved out of California since 2019.”
David Friedberg Jul 3, 2026 ▶ 1:24:30 AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom’s CA Budget Lie
Assertion Contradicted
Cohen: eBay CEO golden parachute is over $100M
“It's over a hundred million bucks.”
Ryan Cohen Jun 23, 2026 ▶ 58:17 GameStop CEO Ryan Cohen’s $56B Plan to Take Over eBay
Assertion Contradicted
Chamath Palihapitiya claims a gigawatt of data center capacity costs $100 billion
“A gigawatt now costs a hundred billion dollars guys.”
Chamath Palihapitiya Jun 13, 2026 ▶ 18:26 Anthropic's Fable Backlash, Nationalizing AI, Inflation Heats Up & California’s Broken Elections
Prediction Didn’t hold up
Chamath predicts Spencer Pratt will win the Los Angeles mayoral election
“And Spencer Pratt, if he wins this election, which I think he's going to in Los Angeles, the reason is what Brad said.”
Chamath Palihapitiya May 8, 2026 ▶ 1:22 Elon’s Anthropic Deal, The Next AI Monopoly?, “FDA for AI” Panic, Trading the AI Boom
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