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 4 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

Assertion Supported
Gurley: Microsoft's OpenAI deal uses cloud credits to create cashless revenue
“It started with the original, from my perspective, with the original Microsoft open AI deal where credits go in as A in kind investment. And then those credits are used back against, you know, Azure and Microsoft cloud services. And in the, in that case, you k…”
Bill Gurley Oct 14, 2025 ▶ 10:39 AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
Assertion Supported
Gurley: Two Delaware Judges Account for 55% of Super-High Fee Multipliers
“In the 20 cases where you have this super high multiplier 55% of the cases are just two of the judges, and there's something else that, that I learned in reading this, which I didn't know, but the chancellor who is one of the two, gets to pick who the cases ar…”
Bill Gurley May 22, 2025 ▶ 53:33 AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Assertion Supported
Madra: The three fastest AI inference companies are not NVIDIA
“The three fastest companies in inference right now are not Nvidia.”
Sunny Madra Oct 13, 2024 ▶ 22:47 Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Assertion Supported
Gurley: Closed-source AI leaders are drafting EU AI regulatory language
“The leaders with their closed source AI models are spending more money than any startups ever spent. You know, in lobbying efforts, and they're drafting the language that ends up in the EU doctrine”
Bill Gurley Jul 25, 2024 ▶ 19:06 Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 40 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.