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 36 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: 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: 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.”
Cuban: AI interfaces will move beyond text and pictures within a decade
“Nothing's going to be texting pictures in 10 years, right?”
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 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: 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”
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.”
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 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: Trump refuses to email directly to avoid leaving paper trails
“He refuses to send an email because he doesn't want any proof of anything he's done, right?”
Cuban: Trump chose weapon sales to Saudi Arabia over ending Yemen war
“And we had the opportunity to stop selling weapons, but He looked, the best I could tell, he looked at it as a sales opportunity to sell to MBS all these weapons, and he thought that was a positive. So, a lot of people died, and we're still in there today, so …”
Mark Cuban: Kamala Harris's immigration mandate was focused on Central America
“If you look at what her specific responsibility was, I alluded to it earlier, her job was to go to Central America and talk to the heads of the countries there and try to reduce the reasons why people were leaving their countries to go to the United States.”
Cuban: The U.S. has never had a president who understands technology
“We have yet to have a president that fully understands technology.”
Mark Cuban predicts tens of millions of custom AI models
“I think there are going to be tens of millions of models. Everybody's going to have a model.”
Cuban: Tech leaders like Google and Meta are borrowing billions
“What's happening now is the market leaders, Google, et cetera, Meta, they're borrowing hundreds of millions, billions of dollars.”
Cuban: Enterprise AI is much harder to implement than expected
“So AI is a lot harder to implement than anybody expected. For sure.”
Mark Cuban: AI will impact healthcare but won't replace doctors
“For health, it's going to make a huge difference, but it's not going to replace doctors.”
Cuban: New York contributes more to federal treasury than Texas
“New York contributes more to the federal treasury, right, than Texas does.”
Cuban: Every inch of Donald Trump's office was covered with pictures of himself
“Every inch of his office is covered with pictures of him. Every single inch of the office.”
Cuban: The 35% corporate tax rate hurt US global competitiveness
“That was too expensive. It made it difficult for us to compete globally.”
Cuban: Kamala Harris has specified a 28% capital gains tax rate
“She's been very specific that cap gains goes to 28%”
Cuban: Obama deported over 3M people, more than Trump or Biden
“Obama was the deporter-in-chief. He deported more people than Trump or Biden, over three million people, but he had a specific process in place that everybody could understand.”