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 85 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 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
Cuban: PBMs threaten drugmakers over Cost Plus Drugs partnerships
“And they've literally told the brand manufacturers, if you deal with costplusdrugs.com, we will diminish you on that formulary. So instead of reaching a hundred eighty million people, And not just for the drugs they work with us on, but for their entire portfo…”
Cuban: AI bubble won't harm average Americans, could destroy VCs
“So it's not a bubble that's going to impact most people in the room, right? Or most people across the U S but it could just destroy a lot of VCs and a lot of funds and a lot of PE, right? Because they're going all in.”
Cuban: AI will not eliminate 50% of white-collar jobs
“But AI is not going to, you know, take away 50% of the jobs. There's just so much it can't do that regular people need it to do.”
Cuban: Controlling social media algorithms controls elections in many cases
“Whoever controls the algorithm controls, you know, the election in many cases.”
Cuban: Wealth tax proposals are showmanship based on flawed single-year models
“When Elizabeth Warren first proposed the wealth tax, so I found, and she said, well, we have these models and everything. So I found the economist at UC Berkeley, And I said, would you share your model with me or at least tell me about it? He goes, I'm like, w…”
Cuban: Telehealth platforms like Ro and Hims rip off consumers
“If you go to Rose or Hems or those guys, you're getting ripped off.”
Cuban: GOP is the Trump family business and Democrats lack leadership
“The Republican Party isn't the Republican Party anymore, it's the Trump family business, and the Democratic Party doesn't even exist anymore because, you know, they don't even know what they're doing, and there's nobody in charge, right?”
Cuban: Donald Trump is not a Republican, the GOP is his family business
“Donald Trump is not a Republican. Republicans are Donald Trump. You know, the Republican Party is now the family business for, Donald Trump”
Cuban: Trump makes no effort to learn policy details or give nuanced responses
“He doesn't make any effort to learn anything, and I think that carries on to this day, because you can't look at things he says and say, that's really an in-depth response, or that's a nuanced response”
Cuban: More people died during riots under Trump than under Biden
“We had more people die during riots during his term than Biden by a long shot”
Cuban ties 2022 inflation peak directly to Trump's 2020 oil deal
“And you know what matches up perfectly? What matches up perfectly is that 9.1% in 2022 and the day that that agreement ended. Where MBS and Russia limited production, that agreement ended it like this.”
Cuban: Donald Trump's speech and actions reflect cognitive decline
“I'd be willing to bet that he's also had cognitive decline. Everything he says and does is reflective of that.”
Cuban: Breaking up Google and Meta hurts US AI competitiveness
“The most important thing from a technological perspective in this country today Is that we win AI. That is going to find everything militarily for us and economically for us, and that when you try to break up companies like Google and Facebook, you diminish ou…”
Mark Cuban calls SEC Chairman Gary Gensler a moron
“Look at the SEC with Gary Gensler. The guy's a moron.”
Cuban: FTX and 3AC would survive under Japanese crypto regulation
“If he had followed the same rules for crypto that Japan did, FTX would still be in business. Sam Bankman-Free might still be in jail, But FTX, three euros capital, they, they'd still be in business, because he did the wrong thing.”
Cuban: Kamala Harris's shift to the political middle is genuine
“She wants to bring the country to the middle. She knows that when she was far left, that might have been great for the state of California, but it doesn't solve the problems of the United States of America today, and that's why you've seen her go to the middle…”
Cuban: PBMs skim 10% of drug manufacturer rebates through subsidiaries
“Now, they say they're going to pass on a hundred percent of that rebate. They don't. They create all these subsidiaries and everything that skim 10% or whatever off the top”
Cuban: AI efficiency breakthroughs will leave many data centers obsolete
“If there's a price performance curve on AI that minimizes the power requirements, there's going to be a lot of data centers that are going to be turned into pickleball courts.”
Mark Cuban: Mid-market tech companies should pursue $100M IPOs
“Because it's so driven by private capital, there should be a lot more companies going public, not at the SpaceX level, not open AI, not anthropic, but the hundred million dollar IPO.”
Cuban: AI interfaces will move beyond text and pictures within a decade
“Nothing's going to be texting pictures in 10 years, right?”
Cuban: Video compute is the main upside risk to data center demand
“Yeah, video, like, if I'm going to be wrong on the data centers, it's going to be because of video.”
Cuban: Uncertain voters will increasingly turn to AI models for guidance
“I think people, as they become more uncertain with their politics, are going to go more and more and more to large language models and say, who should I vote for?”
Cuban: NBA team valuations are driven by streaming subscriptions, not wins
“Is it's not driven by attendance. It's not driven by wins or losses. It's driven by subscriptions to streaming services.”
Cuban: Zohran Mamdani is a progressive version of Donald Trump
“Mondami is just Trump progressive, progressive version, right? You just say what people want to hear.”
Cuban: Tariffs put several Shark Tank companies out of business
“Like for my Shark Tank companies, it's put several out of business.”
Cuban predicts there will be millions of specialized LLMs
“There'll be millions of large language models.”
Cuban: Houses will be redesigned and optimal robots won't look human
“Houses are going to be redesigned, because right now, when we design houses, and we design robots, we design them to work for us, and the optimal robots aren't going to look anything like us at all.”
Cuban: I would vote Republican against Biden if the candidate were non-MAGA
“If it wasn't Donald Trump running, it was a non-MAGA candidate, particularly if it was Joe Biden still, I'd vote Republican.”
Cuban calls Donald Trump one of the greatest salespeople and motivators ever
“He's one of the greatest salespeople ever. He's one of the greatest, you know motivators in terms of crowd motivation ever.”
Cuban: Donald Trump follows Roy Cohn's playbook exactly
“If you read books about Roy Cohn, everything Roy Cohn says to do, tracing back to the McCarthy hearings in 54, everything Roy Cohn says to do, that is exactly what Donald Trump does.”
Cuban: US border encounters match pre-pandemic levels under Trump
“And so now the number of encounters at the border is about the same as what it was right before the pandemic under the Trump administration.”
Cuban: Pharmacy benefit managers drive up drug costs more than anything
“Pharmacy benefit managers Are ripping off more companies and costing and increasing the cost of medications more than anything else that's happening in healthcare”
Mark Cuban: Israel's Gaza operation was too blunt, but Hezbollah strategy was correct
“When Israel was going into Gaza, I thought it was too blunt an instrument, but when they went after Hezbollah, I thought they did it the exact right way”
Cuban: Harris campaign tax plan excludes unrealized capital gains tax
“They've already, you know, just the tax rates are completely different than the Biden budget proposals, where there's no, you know unrealized capital gains, etc. They went to 28 and 28%, so it's not going to be what was proposed by Biden.”
Cuban: Kamala Harris acknowledged SEC 'regulation through litigation' as a problem
“Now, I've literally talked to Kamala Harris at lunch about this specific topic of litigate, regulation through litigation, and as a lawyer, she got it immediately, and she knows it's a problem, and they know, and she's even mentioned it in one of her speeches,…”
Cuban: Long question wind-ups cause Harris's 'word salad' perception
“She has too long a wind-up in answering every single question, and that makes interviews difficult. She wants to inspire everybody with everything that she answers and tries to get people all excited about what she's going to do, and so she takes too long to g…”
Mark Cuban believes NBA franchise valuations have not yet peaked
“I don't think they've peaked yet because it, for the reasons I just mentioned, if we're able to build a Venetian type casino in Dallas with an American airline center in the middle of it, the valuation is twenty billion dollars”
Cuban: Mandating pricing transparency would cut healthcare costs by 30% to 40%
“By requiring transparency in all contracts, signed by anybody, anywhere in terms of pricing, you are going to see the same impact on across-the-board pricing of a decrease of 30, 40%.”
Mark Cuban: AI agents will be a feature, not standalone products
“Agents are just going to be a feature, not a product, because inherently in AI, as it advances and gets smarter, then it's going to be able to create its own agents for its users and go forward from there.”
Cuban: Nothing guarantees OpenAI will win the AI market
“There is no, you know, there's nothing that says that open AI is going to win. Nothing at all.”
Cuban: OpenAI restricting investor deals reflects fear rather than strength
“And to me, it tells me they're more scared than anything by trying to restrict what people are doing.”
Mark Cuban stopped using Tesla FSD because it terrified him
“I have, but I stopped using it just because it terrified me because it doesn't know what adversarial things it doesn't know.”
Cuban commissioned Goldman Sachs index to short-hedge his Yahoo stock
“I had Goldman Sachs create an index of internet stocks that I thought sucked. And then I shorted that index because we, and we had to follow all the laws and I just had to have that short in place until I was able to do a real caller in the market on my Yahoo …”
Cuban says Luka Dončić trade was more painful than Kamala Harris losing
“Luka getting traded. It's not even close.”