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 13,205 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 498 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

Opinion
Chamath calls elite American universities "woke madrasas" teaching "virulent poison"
“Our leading educational institutions have really become woke madrasas. They are inculcating kids with just some virulent poison.”
Chamath Palihapitiya Oct 13, 2023 ▶ 30:13 E149: Hamas terror attacks in Israel: fallout, reaction, next steps
Assertion Contradicted
Palihapitiya: Welfare incentivized Black women $92,000 to remain unmarried
“In, you know, black families as an example, the economic incentive to not get married on you know, today dollar adjusted basis was like, 92,000 to a black woman to not get married and have a child.”
Chamath Palihapitiya Oct 2, 2023 ▶ 18:45 All-In Summit: "Luxury Beliefs are Status Symbols" with Rob Henderson
Assertion Not checkable as stated
Sacks: US made common cause with Ukrainian far-right groups before war
“If you look at U.S. Policy towards Ukraine, we have made common cause with a number of these far-right, ultra-nationalist groups. Frankly, neo-Nazi groups. And this occurred before the current war.”
David Sacks Sep 29, 2023 ▶ 52:49 E147: TED goes woke, Canada's Nazi blunder, AI adds vision, plus: who owns OpenAI?
Prediction Didn’t hold up
Mumgaard: CFS expects net energy fusion gain by early 2026
“And we'll start to assemble that machine later this year. And turn it on in this sort of, twenty-twenty-five time frame and get to Q greater than one, more power out than N for the first time probably early twenty-twenty-six.”
Bob Mumgaard Sep 22, 2023 ▶ 9:14 All-In Summit: Nuclear fusion and the potential for energy abundance
Disclosure
Armstrong: SEC settlement offer required delisting all cryptocurrencies except Bitcoin
“The settlement option on the table was to essentially delist everything other than Bitcoin, and so that would have been the end of the industry in the US.”
Brian Armstrong Sep 21, 2023 ▶ 10:46 All-In Summit: In conversation with Brian Armstrong
Opinion
Sacks: US failure to respect spheres of influence caused Ukraine war
“Our foreign policy establishment cannot comprehend that other great powers want a similar Monroe Doctrine. I think that was a huge contributor to the war we have in Ukraine right now.”
David Sacks Sep 20, 2023 ▶ 28:23 All-In Summit: In conversation with Graham Allison
Assertion Supported
Musk: Starlink coverage in Crimea was disabled due to US sanctions
“At the time this happened, the region around, you Crimea was actually turned off. Now, the reason it was turned off was, actually, originally, was because the United States had sanctions and we're not allowed to actually, and that includes Crimea in the sancti…”
Elon Musk Sep 13, 2023 ▶ 7:11 Elon Musk: Ukraine, X, the creator economy, China, AI, & more | All-In Summit 2023
What-if
Musk: Would have activated Starlink in Crimea if requested by Biden
“If I had received a presidential directive to turn it on, I would have done so, because I do regard the president as the chief executive officer of the country, whether I want that position If I'm not, I still respect the office, and so, if, you know, if we've…”
Elon Musk Sep 13, 2023 ▶ 8:55 Elon Musk: Ukraine, X, the creator economy, China, AI, & more | All-In Summit 2023
Assertion Not checkable as stated
Musk: X experienced a 60% drop in U.S. advertising revenue
“We saw, ah, a 60% drop in advertising.”
Elon Musk Sep 13, 2023 ▶ 27:26 Elon Musk: Ukraine, X, the creator economy, China, AI, & more | All-In Summit 2023
Prediction Open · timeframe Sep 2028
Musk: China will likely use military force to incorporate Taiwan
“If one is to take China's policy literally, and probably one should then there will be some forceful force will be used for, you know to incorporate Taiwan into China.”
Elon Musk Sep 13, 2023 ▶ 35:28 Elon Musk: Ukraine, X, the creator economy, China, AI, & more | All-In Summit 2023
Opinion
Christie: Donald Trump does not actually believe the 2020 election was stolen
“I believe, given what I know, that Donald Trump does not believe that the election was stolen. That's what I believe from knowing him for 22 years and from being with him in much of the pre-election period and him expressing his very genuine concerns about the…”
Chris Christie Sep 8, 2023 ▶ 1:31:17 In conversation with Chris Christie
Assertion Contradicted
Sacks: 70% of the world blames the US equally for Ukraine
“70% of the world's population does not believe this narrative about the Ukraine war. They understand that the U.S. Is at least equally responsible for this war.”
David Sacks Sep 1, 2023 ▶ 57:57 E144: Biden targets Elon, BRICS challenges the West, Tiger hit piece & more
Prediction Didn’t hold up
Gerstner: 100% of 2021's thousand unicorns will face down rounds
“Remember we had a thousand unicorns at the end of 2021. And I've said a hundred percent of those are going to do a down round. And we're still in the early stages of that reset to occur.”
Brad Gerstner Aug 11, 2023 ▶ 33:07 E141: State of Series A's, VC dry powder, IPO window opens + more with Bill Gurley & Brad Gerstner
Prediction Not checkable as stated
Calacanis: Trump will attempt to overturn the government again if given the chance
“Guy has no morality, and he would have overturned the government if he had the chance. And he will do it again.”
Jason Calacanis Aug 4, 2023 ▶ 1:18:57 E140: LK-99, Sclerotic establishments, Fitch downgrades US debt, Trump indicted... again
Disclosure
Ramaswamy pledges to pardon Trump for current and future J6 indictments
“That's why I've come out and been very vocal about the fact that I would pardon Trump of each of the two indictments that have already been brought. And if the J six indictment is brought against him, I would do the same thing.”
Vivek Ramaswamy Jul 21, 2023 ▶ 43:59 In conversation with Vivek Ramaswamy
Opinion
Ramaswamy: Gender dysphoria is a mental health disorder
“Gender dysphoria is what I've said is a mental health disorder.”
Vivek Ramaswamy Jul 21, 2023 ▶ 1:20:13 In conversation with Vivek Ramaswamy
Opinion
Calacanis: FTC Chair Lina Khan is punishing tech for being successful
“I think she is absolutely doing Biden's bidding. With an anti-tech, anti-wealth creation, anti-capitalism, frankly, pro-union punishment. I think this is punishment for tech being too successful.”
Jason Calacanis Jul 14, 2023 ▶ 48:05 E137: Inflation cools, market rips, Ripple/MSFT beat regulators, NATO summit, cocktails of youth
Prediction Not checkable as stated
Chamath: 60% of unicorns will go to zero, yielding 1.1x overall return
“I think 60% go to zero. Of the remaining 40%, half of them probably return money. And then of the remaining half, half of those maybe get one and a half X. And then you get a geometric distribution from there, which means the blended return of that entire stre…”
Chamath Palihapitiya Jul 1, 2023 ▶ 1:23:26 E135: Wagner rebels, SCOTUS ends AA, AI M&A, startups gone bad, spacetime warps & more
What-if
Sacks: Fauci's career would have ended if lab-leak role was exposed early
“Because Fauci had funded gain of function research at the Wuhan lab via EcoHealth Alliance. So he knew that if at the beginning of this pandemic, it turned out that he had been partially responsible For the creation of this virus that had now turned into a pan…”
David Sacks Jun 24, 2023 ▶ 1:06:59 E134: Ukraine counteroffensive, China tensions, COVID Patient Zero, RFK Jr reaction & more
Assertion Partly supported
Sacks: Bill Gates admits COVID-19 vaccines do not work
“Even Bill Gates admits now that the vaccine doesn't work. It's too short acting and it doesn't hold up against variants.”
David Sacks Jun 10, 2023 ▶ 6:00 E132: SEC goes after crypto giants, Sequoia splits, LIV/PGA, Messi's deal + LIVE Q&A!
Opinion
Chamath: COVID-19 vaccine push was a Big Pharma revenue grab
“It was a revenue grab by big pharma plastered with non-scientific thinking from a bunch of people who should have known better.”
Chamath Palihapitiya Jun 10, 2023 ▶ 6:11 E132: SEC goes after crypto giants, Sequoia splits, LIV/PGA, Messi's deal + LIVE Q&A!
Assertion Not checkable as stated
Sacks: Gensler and Warren formed an alliance to destroy US crypto
“What's clear is that Gensler and Elizabeth Warren have an alliance to destroy crypto in the US.”
David Sacks Jun 10, 2023 ▶ 18:13 E132: SEC goes after crypto giants, Sequoia splits, LIV/PGA, Messi's deal + LIVE Q&A!
Assertion Not checkable as stated
Sacks: Soros's Open Society Foundations foments regime change and revolutions worldwide
“Soros has this thing called the open society foundation, which sounds like it's spreading democracy and liberal values, but in fact is fomenting regime change. All over the world. And he's been sponsoring and funding color revolutions all over the world.”
David Sacks May 19, 2023 ▶ 1:25:35 E129: Sam Altman plays chess with regulators, AI's "nuclear" potential, big pharma bundling & more
Assertion Not checkable as stated
RFK Jr.: RFK Sr. immediately suspected CIA involvement in JFK's assassination
“My father who believed his, you know, first reaction when his brother was killed was that the CIA had killed him, and in fact, the first three calls he made on that day, and you know, I was home at the time,”
Robert F. Kennedy Jr. May 5, 2023 ▶ 34:36 In conversation with Robert F. Kennedy Jr.
Opinion
RFK Jr.: CIA ultimately serves corporate interests in oil, coal, and defense
“The CIA is ultimately working for a, for industry like the oil industry, the coal industry, and the military contract.”
Robert F. Kennedy Jr. May 5, 2023 ▶ 43:45 In conversation with Robert F. Kennedy Jr.
Assertion Contradicted
RFK Jr.: 2004 NIH study showed hydroxychloroquine obliterates coronavirus
“We knew ivermectin and hydroxychloroquine were working. We knew that since 2004, because the NIH did this study that said hydroxychloroquine obliterates coronavirus.”
Robert F. Kennedy Jr. May 5, 2023 ▶ 48:22 In conversation with Robert F. Kennedy Jr.
Assertion Contradicted
RFK Jr.: DTP vaccine killed or injured 1 in 300 kids in US
“It was killing or causing severe brain injury in one out of every 300 kids who got it.”
Robert F. Kennedy Jr. May 5, 2023 ▶ 1:03:35 In conversation with Robert F. Kennedy Jr.
Assertion Partly supported
RFK Jr.: Pharma drugs are America's third leading cause of death
“And also pharmaceutical drugs, the third biggest killer of Americans after cancer and heart attack”
Robert F. Kennedy Jr. May 5, 2023 ▶ 1:29:24 In conversation with Robert F. Kennedy Jr.
Opinion
Palihapitiya: Software developers no longer exercise good judgment
“I'm going to say something controversial. I don't think developers anymore have good judgment. Developers get to the answer or they don't get to the answer.”
Chamath Palihapitiya Apr 14, 2023 ▶ 20:23 E124: AutoGPT's massive potential and risk, AI regulation, Bob Lee/SF update
Assertion Supported
Sacks: RESTRICT Act allows $1M fine and 20-year prison terms for VPN TikTok access
“What the act provides is that a US citizen using a VPN to access TikTok could theoretically be subjected to a maximum penalty of one million in fines or 20 years in prison or both.”
David Sacks Mar 31, 2023 ▶ 1:20:40 E122: Is AI the next great computing platform? ChatGPT vs. Google, containing AGI & RESTRICT Act
What-if
Sacks: Ukraine war would not have happened with three specific US concessions
“If we had just done those three things, there would have been no war.”
David Sacks Feb 24, 2023 ▶ 1:07:59 E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move
Assertion Not checkable as stated
Sacks: Putin seized Crimea in direct retaliation for a U.S.-backed coup
“If you're wondering why Putin seized Crimea, it was in direct retaliation for the coup that we backed in Ukraine in 2014. This is the origin of the conflict.”
David Sacks Feb 24, 2023 ▶ 1:19:00 E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move
Opinion
Sacks: Hersh report alleging U.S. Nord Stream sabotage is plausible
“I lean towards thinking it's more plausible than not.”
David Sacks Feb 11, 2023 ▶ 10:10 E115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union
What-if
Sacks: Closing NATO's door likely could have avoided the Russia-Ukraine war
“Because there's a good chance we could have avoided This disastrous war if we had just been willing to close NATO's door.”
David Sacks Dec 24, 2022 ▶ 12:14 E109: 2022 Bestie Awards Live from Twitter HQ
Prediction Partly held up
Calacanis: Microsoft will release an OpenAI search engine impacting Google
“Microsoft, I think is going to release a and there's a prediction as well, a search engine with Open AI, that has a significant impact on Google's franchise.”
Jason Calacanis Dec 24, 2022 ▶ 29:33 E109: 2022 Bestie Awards Live from Twitter HQ
Opinion
Sacks: Twitter's undisclosed moderation is an FTX-level free speech fraud
“This is an FTX level fraud, except that what was stolen here was not customer funds, it was their free speech rights.”
David Sacks Dec 10, 2022 ▶ 6:57 E107: The Twitter Files Parts 1-2: shadow banning, story suppression, interference & more
Opinion
Armstrong: Sam Bankman-Fried likely committed fraud and lied to FTX investors
“I mean, that that's the moment in my mind where he crossed the line into probably committing fraud. And I think he probably lied to users lied to investors.”
Brian Armstrong Nov 12, 2022 ▶ 25:23 E104: FTX collapse with Coinbase CEO Brian Armstrong + election results, macro update & more
Prediction Not checkable as stated
Chamath: $600B to $700B of tech VC capital will be destroyed
“About five hundred billion dollars of that trillion from 1819, 20, 21 and 22 is going to be destroyed. We haven't even started to see that yet, right? And then if you factor in another hundred billion or so from older vintages, we're talking about a 600 or 700…”
Chamath Palihapitiya Nov 12, 2022 ▶ 1:14:40 E104: FTX collapse with Coinbase CEO Brian Armstrong + election results, macro update & more
Prediction Not checkable as stated
Palihapitiya predicts up to $750B in venture capital value destruction
“Over these next 10 years, when maybe you have 500 to three quarters of a trillion dollars of value destruction, And it's because you didn't think about portfolio construction properly.”
Chamath Palihapitiya Oct 22, 2022 ▶ 1:04:40 E101: Ye acquires Parler, Snap drops 30%, macro outlook, VC metrics, valuing stocks & more
Prediction Open · timeframe Oct 2027
Sacks: Russia will likely use a tactical nuke if Ukraine retakes Crimea
“With the result that I think is quite likely that the Russians will be willing to use a tactical nuke to prevent their total defeat.”
David Sacks Oct 14, 2022 ▶ 1:09:36 E100: Reflecting on the first 100 shows, fan questions, nuclear threat, markets, Amazon & more
Opinion
Sacks: US State Department failed to avoid war by refusing NATO guarantees
“The question is, did the US State Department do everything they could to avoid this war? And my point is, absolutely not. They should have taken this Ukraine issue off the table in writing before the invasion.”
David Sacks Sep 17, 2022 ▶ 1:16:11 E96: Adobe acquires Figma for $20B, TPB SPAC, FedEx CEO's recession warning, macro picture & more
Opinion
Calacanis: Andreessen Horowitz engaged most in VC token sale flips
“That seems like the firm that did this the most is Andreessen Horowitz.”
Jason Calacanis Jun 24, 2022 ▶ 59:35 E84: Markets update, crypto collapse, Russia/Ukraine endgame, state of the podcast
Assertion Not checkable as stated
US military lags behind China's PLA in implementing artificial intelligence
“The US military is well behind the Chinese People's Liberation Army in the implementation of artificial intelligence.”
Palmer Luckey Jun 23, 2022 ▶ 11:14 #AIS: Palmer Luckey on Anduril
Opinion
Tech firms use anti-military employees as cover for Chinese market access
“There's a lot of companies in Silicon Valley and elsewhere who look at those employees who are ideologically opposed to working with the military and they use them as a smokescreen Pretending that it's principled opposition that drives their decision. When in …”
Palmer Luckey Jun 23, 2022 ▶ 16:11 #AIS: Palmer Luckey on Anduril
Assertion Not checkable as stated
Lonsdale claims BLM movement ideas caused thousands of additional Black deaths
“There's a lot of truth and positive parts of the BLM movement the last couple years, but it's actually led to thousands more deaths in the black community because of the things that it was pushing. Because of the bad ideas.”
Joe Lonsdale Jun 2, 2022 ▶ 11:30 #AIS: Joe Lonsdale on the problem with higher education
Opinion
Sacks: The New York Times acts as the woke mob's enforcement wing
“They are the enforcement wing of the woke mob.”
David Sacks May 26, 2022 ▶ 48:31 #AIS: Tim Urban on political discourse + Keith Rabois on early-stage investing in 2022
Assertion Partly supported
Elon Musk estimates at least 20% of Twitter accounts are bots
“I think it's some number that is probably at least four or five times that number. I'd say at if you did sort of the lowest estimate would be probably 20%. And this is a bunch of quite smart outside firms have done analysis of Twitter and looked at the sort of…”
Elon Musk May 16, 2022 ▶ 3:15 Elon Musk: Twitter's bot problem, SpaceX's grand plan, Tesla stories & more
Opinion
Elon Musk: Twitter has a very far-left political bias
“The reality is that, that Twitter at this point, you know, has a very far left bias.”
Elon Musk May 16, 2022 ▶ 8:48 Elon Musk: Twitter's bot problem, SpaceX's grand plan, Tesla stories & more
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