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 2 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

Insight
Laffont: Retailers pass only 50% of tariff costs to consumers
“And there's this sort of false narrative that when you have tariffs, like a hundred percent of tariffs are going to get passed through in pricing and therefore tariff is like a tax, right? That retailer told us that they think only about 50% of the tariff gets…”
Philippe Laffont May 9, 2025 ▶ 23:28 Fed Hesitates on Tariffs, The New Mag 7, Death of VC, Google's Value in a Post-Search World
Insight
Laffont: Tech companies harvesting cash cows and buying back stock fail
“I find these companies that decide to harvest, you know, the cash cow and buy all their shares back, you know, it never really works.”
Philippe Laffont May 9, 2025 ▶ 44:25 Fed Hesitates on Tariffs, The New Mag 7, Death of VC, Google's Value in a Post-Search World
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