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.

clear all ✕

why aren't all 721 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
Friedberg: Reduced global crop production will lead to famine in a year
“That means there's going to be less production over the next year. That means famine hits us in a year.”
David Friedberg Apr 1, 2022 ▶ 1:24:06 E74: Market update, inverted yield curve, immigration, new SPAC rules, $FB smears TikTok and more
Prediction Didn’t hold up
Friedberg: Russian export controls will almost certainly cause widespread famine in 2022
“That are not just about sanctions, but also about export controls by Russia that are creating swings in food markets like we've never seen, and will almost certainly lead to widespread famine by the end of this year at this point.”
David Friedberg Mar 19, 2022 ▶ 16:46 E72: Impact of sanctions, deglobalization, food shortage risks, macroeconomic outlook and more
Prediction Didn’t hold up
Friedberg: US West Coast will reopen for business around April 7th or 8th
“New York is going to be fucked for a little while, but I do think that the west coast and with some travel restrictions is going to be able to reopen for business probably around April seventh or eighth, because we're going to see a dramatic decline at that po…”
David Friedberg Mar 19, 2020 ▶ 1:27:22 E1: US Response to COVID-19 & Impact on Startups, VC & Public Markets with David Friedberg
Prediction Partly held up
Friedberg: Huawei will deploy undisclosed lithography to rival top chips by 2026
“My early prediction for 20, 26 is Huawei where I think that there's a lithography technology that exists in China that is not publicly discussed. That is going to be deployed in Huawei and all these fabs that they're building in mainland China. And Huawei can …”
David Friedberg Nov 22, 2025 ▶ 40:48 Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom
Assertion Partly supported
Friedberg: San Francisco spends $5 million annually providing free beer in hotels
“Five million dollars per year out of the San Francisco city budget is spent on this program where you can walk into a hotel. They have free beer.”
David Friedberg Oct 18, 2025 ▶ 17:26 Trump: Send National Guard to SF, China Rare Earths Trade War, AI's PR Crisis
Assertion Contradicted
Friedberg: China's 3nm semiconductor technology will reach full production in 2026
“China, one thing that's not talked about, which I'll add in, seems to have developed three nanometer semiconductor manufacturing technology, which is going to go into production in Q three of 20, 25, and will end up being in full production in 20, 26.”
David Friedberg Apr 4, 2025 ▶ 1:06:43 DOGE updates + Liberation Day Tariff Reactions with Ben Shapiro and Antonio Gracias
Assertion Supported
Friedberg: Coastal Commission cited Musk's tweets to block SpaceX launches
“I will comment on the California Coastal Commission ruling that was based on Elon's political tweets, which is why they stopped additional launches out of Vandenberg.”
David Friedberg Oct 18, 2024 ▶ 1:11:52 Dueling Presidential interviews, SpaceX’s big catch, Robotaxis, Uber buying Expedia?, Nuclear NIMBY
Prediction Held up
Friedberg: Trump effectively secured the 2024 election after the assassination attempt
“I think the first thing I thought after I saw the video and saw that he was okay and that his ear was bleeding was that's it. It's over. Trump's won.”
David Friedberg Jul 19, 2024 ▶ 6:37 Trump assassination attempt, Secret Service failure, Inside the RNC, VC liquidity problem
Assertion Partly supported
Friedberg: Over 100M Americans directly work for or get paid by federal government
“So when you add this all up, there's over a hundred, hundred and twenty million people in the U.S. That are directly working for or getting paid by the federal government in the U.S.”
David Friedberg Mar 29, 2024 ▶ 55:06 E172: SBF gets 25 years, Trump's meme stock, RFK Jr picks VP, Biden's 2025 budget & more
Prediction Didn’t hold up
Friedberg: Turkey faces risk of being challenged in NATO in 2024
“I think there's a risk that Turkey gets challenged to leave NATO. That a lot of what's going on right now where Turkey is siding with Hamas, this has obviously been talked about and rumored about for a long time. There's no real mechanism, by the way, for kick…”
David Friedberg Jan 6, 2024 ▶ 47:01 E160: 2024 Predictions! Markets, tech, politics, and more
Assertion Contradicted
Friedberg: TED hosted zero talks explaining why people voted for Trump post-2016
“And what disturbed me the most was that in the three years after he was elected, every TED conference had plenty of subjects, plenty of talks, and plenty of conversations about why society is falling apart, why Donald Trump is a key root cause of that, why so …”
David Friedberg Sep 29, 2023 ▶ 10:49 E147: TED goes woke, Canada's Nazi blunder, AI adds vision, plus: who owns OpenAI?
Prediction Didn’t hold up
Friedberg: Federal government will launch structured lending program for CRE sector
“My prediction is the federal government is going to help to monetize that debt, and they're going to help to support that commercial real estate sector through some sort of structured lending program.”
David Friedberg Jul 9, 2023 ▶ 44:34 E136: Hacking the pod, Threads launches, Fed minutes, immigration, balloon farce, heart health
Assertion Supported
Friedberg: Moderna vaccine myocarditis risk up to 30x higher in young people
“The incidence rate is still typically less than two out of every 100,000 people that get the vaccine. But as you saw in the paper you just shared and others have validated it can be as high as 30 times more likely to happen in young people that take the Modern…”
David Friedberg Jan 27, 2023 ▶ 45:59 E113: DOJ tries to break up Google, vaccine questions, Ukraine escalation & more
Prediction Partly held up
Friedberg predicts lack of energy resolution will trigger European civil unrest
“If there isn't a resolution in the next few weeks, there will be civil unrest. There will be a really cataclysmic concerning economic effect.”
David Friedberg Sep 10, 2022 ▶ 34:41 E95: Winter is Coming, Europe's energy crisis, Kim Kardashian's new PE firm & more
Assertion Supported
Friedberg: Dutch government fired shots at protesting farmers
“The government started shooting at them. They got shot.”
David Friedberg Jul 8, 2022 ▶ 49:35 E86: Macro outlook: jobs, housing, inflation + Dutch farmers protests & EU climate missteps
Assertion Supported
Friedberg: Study shows COVID lockdowns had no effect on US reproduction rate
“A recent paper showed that lockdowns had no effect. On the reproduction rate in the United States”
David Friedberg Jul 3, 2021 ▶ 39:27 E38: Bestie brawl, Robinhood's $70M fine & S-1, Delta variant, next gen candidates & more
Prediction Held up
Friedberg: Delta variant will not crush US hospital system or cause massive fatalities
“There are enough people, people vaccinated in the United States at this point that this Delta variant is not going to crush our hospital system. It's not going to cause massive amount of fatalities, which is the reason we went into lockdowns in the first place…”
David Friedberg Jul 3, 2021 ▶ 49:36 E38: Bestie brawl, Robinhood's $70M fine & S-1, Delta variant, next gen candidates & more
Assertion Supported
Friedberg: Zero documented cases globally of fully vaccinated individuals transmitting COVID
“Besides the statistics on this you know, there is no documented proof that someone was fully vaccinated and transmitted COVID to someone else out of four hundred million total vaccinations globally.”
David Friedberg Apr 1, 2021 ▶ 1:14:24 E28: Current state of public & private markets, Archegos debacle, US debt issues, wealth tax & 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
Assertion Supported
Friedberg: California EDD paid $30 billion in fraudulent unemployment claims
“There's a hundred and fourteen billion dollars in unemployment claims paid since COVID. This is an insane statistic, but it looks like roughly 27% or thirty billion dollars of fraudulent claims were paid by the EDD.”
David Friedberg Feb 3, 2021 ▶ 43:20 E20: Robinhood wrap up, Insiders vs. Outsiders, California's failing report card & how to fix it
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
Assertion Supported
Friedberg: High asymptomatic rate means actual COVID-19 fatality rate is much lower
“If you take that high level, you take that low level, call it somewhere between 25 and 86%, maybe even as high as 86% of patients are asymptomatic, which means that the actual fatality rate is much, much lower even in a large cohort that gets infected here.”
David Friedberg Mar 19, 2020 ▶ 8:32 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 Partly supported
Friedberg: Custom Peptide Cancer Therapies Cost $50K at Existing Clinics
“You can pay someone 50,000 dollars to do this for you today. There's a lot of clinics that'll do it, and it's not a special FDA-approved drug. To your point, J. Cal, it's a process. The process is, take the DNA sequence from my cancer, make a protein, put it b…”
David Friedberg Aug 29, 2026 ▶ 1:28:33 Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine
Assertion Supported
Friedberg: 53% of young conservatives support government-run grocery stores
“53% of self-identified conservatives under 40 support government-run grocery stores.”
David Friedberg Aug 21, 2026 ▶ 1:06:46 Dario Defends Himself, Datacenter Panic, AI Doomer Trap, Senate Toss-Up
Assertion Supported
Friedberg: 10% tax on $50M+ individuals funds only 3 months of spending
“The total net worth of all people that are worth over fifty million dollars is only 23 trillion. You could take 10% of their net worth and it would only cover three months of fiscal spending, today's fiscal spending.”
David Friedberg Aug 21, 2026 ▶ 1:24:01 Dario Defends Himself, Datacenter Panic, AI Doomer Trap, Senate Toss-Up
Assertion Partly supported
Friedberg: Housing, college, and healthcare inflation significantly outpaced average 2.5% inflation
“The average rate of inflation in the last 30 years has been two and a half percent, but housing's gone up by at least five percent a year on average compounding, education over six percent, healthcare five and a half percent.”
David Friedberg Aug 12, 2026 ▶ 48:11 Rahm Emanuel: Trump's Foreign Policy, China, Europe's Decline, Immigration & DSA vs Democrats
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
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 Supported
Friedberg: OpenAI has 900 million weekly active users
“Open AI, even if they're not at a billion, they're still at nine hundred million weekly users, which is well ahead of whatever Claude is at.”
David Friedberg May 1, 2026 ▶ 13:38 OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze
Assertion Partly supported
Friedberg: Study links picloram herbicide exposure to 3x colon cancer risk
“The odds ratio is like three X. It's very strong.”
David Friedberg Apr 24, 2026 ▶ 1:26:14 SpaceX-Cursor Deal, SaaS Debt Bomb, New Apple CEO, SPLC Indictment, Colon Cancer Spike
Assertion Supported
Friedberg notes Representative Ro Khanna has traded 600 million in stock
“Ro Khanna has traded six hundred million dollars of stock.”
David Friedberg Apr 17, 2026 ▶ 1:07:32 OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out
Assertion Supported
Friedberg: Tech group raising $500M for California political coalition
“So there's a group of people trying to raise five hundred million dollars to create like a tech slash business coalition to go to Sacramento, which arguably is something that everyone's left and avoided doing forever because no one wants to spend time in freak…”
David Friedberg Mar 17, 2026 ▶ 22:13 Two Legendary Founders: Travis Kalanick & Michael Dell Live from Austin, Texas
Prediction Held up
Friedberg: Google will replicate Anthropic Cowork within 90 days
“I will also say that it's only going to take 90 days for Google to flip on a virtual version of co-work.”
David Friedberg Mar 6, 2026 ▶ 1:04:33 War with Iran + Pentagon vs Anthropic with Under Secretary of War Emil Michael
Assertion Supported
Friedberg: US stock market is down since pre-COVID when measured in gold
“You can see that the stock markets in the United States over the past years, so this is about seven and a half years going back to the pre-COVID era, is actually down, down pretty substantively. From the pre-COVID era.”
David Friedberg Jan 31, 2026 ▶ 1:13:58 ICE Chaos in Minneapolis, Clawdbot Takeover, Why the Dollar is Dropping
Prediction Didn’t hold up
Friedberg: California wealth tax initiative will not make the ballot
“I don't think it's gonna make the ballot. I mean, look, I think it's not, I'm not saying a hundred percent, I'm saying slight overweight, but it's not gonna get there.”
David Friedberg Jan 17, 2026 ▶ 37:21 Iran's Breaking Point, Trump's Greenland Acquisition, and Solving Energy Costs
Assertion Partly supported
Friedberg: California faces $30B annual deficit and $1T in unfunded pensions
“In California we're looking at a thirty billion a year deficit, we've got five hundred billion of debt, and we have a nearly one trillion dollar pension obligation that is not funded.”
David Friedberg Jan 17, 2026 ▶ 41:00 Iran's Breaking Point, Trump's Greenland Acquisition, and Solving Energy Costs
Assertion Partly supported
Friedberg: France's 1988 wealth tax triggered €200B capital flight
“In France in 1988, 1989, they passed this millionaire tax. Anyone with 1.3 million euro or greater net worth had to pay a tax of like one percent a year, one and a half percent a year of their total assets. And it raised four to five billion euro a year in new…”
David Friedberg Dec 31, 2025 ▶ 1:14:40 Massive Somali Fraud in Minnesota with Nick Shirley, California Asset Seizure, $20B Groq-Nvidia Deal
Assertion Contradicted
Friedberg: Majority of Americans live on government checks
“I think the majority of Americans today live on checks from the government, through the government”
David Friedberg Dec 24, 2025 ▶ 1:05:37 All-In x Kill Tony: A Hilarious Holiday Special
Prediction Partly held up
Friedberg: Huawei will challenge Nvidia in 2026 using undisclosed lithography tech
“My early prediction for twenty-twenty-six is Huawei, where I think that there's lithography technology, that exists in China that is not publicly discussed, that is going to be deployed in Huawei and all these fabs that they're building in mainland China.”
David Friedberg Dec 19, 2025 ▶ 1:02:28 Bernie Sanders Says Stop All AI, China's Breakthrough, Inflation Down, Golden Age in 2026?
Assertion Partly supported
Friedberg: California pension system is underfunded by $1 trillion
“The California pension fund system is underfunded by roughly a trillion dollars.”
David Friedberg Dec 19, 2025 ▶ 1:23:23 Bernie Sanders Says Stop All AI, China's Breakthrough, Inflation Down, Golden Age in 2026?
Assertion Partly supported
Friedberg: Norway's 2022 wealth tax triggered a $448 million tax revenue loss
“Norway, 20, 22 passed a wealth tax. The wealth tax was supposed to raise one hundred and forty six million dollars of incremental revenue per year. Instead, what happened? Fifty four billion dollars of net worth left the country and they actually had a four hu…”
David Friedberg Dec 6, 2025 ▶ 1:00:43 OpenAI's Code Red, Sacks vs New York Times, New Poverty Line?
Prediction Held up
Friedberg predicts economic growth will produce the world's first trillionaire
“And I think that some folks will see people go from being billionaires to hundred billionaires to the world's first trillionaire.”
David Friedberg Nov 7, 2025 ▶ 1:07:51 Does OpenAI Need a Bailout? Mamdani Wins, Socialism Rising, Filibuster Nuclear Option
Assertion Supported
Friedberg: SF municipal statistics show crime down 30% citywide
“The city's publication shows crime down 30% citywide and down 40% downtown.”
David Friedberg Oct 18, 2025 ▶ 7:12 Trump: Send National Guard to SF, China Rare Earths Trade War, AI's PR Crisis
Assertion Contradicted
Friedberg: China publishes majority of papers across most scientific fields
“If you look at papers being published across mainstream scientific journals, the majority of papers today across nearly every scientific domain are being published out of China, and this ranges from physics to chemistry to material science to biotech”
David Friedberg Sep 27, 2025 ▶ 15:22 H-1B Shakeup, Kimmel Apology, Autism Causes, California Hate Speech Law
Assertion Supported
Friedberg: Harvard researcher's Tylenol testimony was thrown out in 2023
“The paper that was published by this guy Baccarelli from I don't know if I'm pronouncing his name right, from Harvard, it's actually been challenged because in 2023 he was called as an expert witness in a lawsuit against the maker of Tylenol. And in that lawsu…”
David Friedberg Sep 27, 2025 ▶ 31:50 H-1B Shakeup, Kimmel Apology, Autism Causes, California Hate Speech Law
Assertion Supported
Friedberg accuses CNN of double standard in reporting on acetaminophen risks
“When it was announced at the Trump conference yesterday, they said Trump links autism to acetaminophen used during pregnancy despite decades of evidence it's safe. And then if you read back, so this is 2017, 20 16, Acetaminophen during pregnancy may increase r…”
David Friedberg Sep 27, 2025 ▶ 38:17 H-1B Shakeup, Kimmel Apology, Autism Causes, California Hate Speech Law
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