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.

2statements match

1resolved → 0open claims → 0supported → 0contradicted →

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

Prediction Not checkable as stated

Gerstner: AI-driven corporate headcount reductions will continue for a decade

“I just think this is the beginning of a drumbeat that we're going to hear for a decade.”

Brad Gerstner Oct 31, 2024 ▶ 5:53 Ep19. State of Venture, AI Scaling, Elections | BG2 w/ Bill Gurley, Brad Gerstner, & Jamin Ball · Bg2 Pod

Assertion Partly supported

Gurley: Visa and Mastercard Have the Highest Operating Margins in North America

“There's another fact that you should know in North America, which is Visa and MasterCard have the two highest operating margin percentages in our markets total. Like they're over 60%.”

Bill Gurley Nov 27, 2024 ▶ 19:59 BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest America · Bg2 Pod

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The Ledger

Turn any episode into a week of clips.