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.

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why aren't all 5 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
Doshi: Graphic Designers Won't Go Extinct From AI but Will Retool
“So did all the people that you know, that were people that drew the two D cartoons, they lose their jobs. And, you know, that was the end of the end of an era. Definitely not people retooled the stories that came from them were still really material to their c…”
Suhail Doshi Mar 20, 2024 ▶ 14:54 Predicting AI’s Next Advances — With Suhail Doshi
Opinion
Kantrowitz: Netflix is an entertainment company like Disney, not tech
“I don't think Netflix is a technology company. I don't know. I know Netflix PR might write me about this, but they're an entertainment company, right? They're the same as Disney, and we've seen the stock market treat them that way.”
Alex Kantrowitz Oct 31, 2022 ▶ 9:42 How Amazon Reinvents with Artificial Intelligence
Assertion Supported
Disney Announces $1 Billion OpenAI Investment and Sora Licensing Deal
“Disney on Thursday announced a blockbuster deal with OpenAI to invest one billion dollars. For an equity stake in the Chachapi Teammaker. As part of the deal, OpenAI will license more than 200 characters from Disney, so users can create AI-generated videos in …”
Alex Kantrowitz Dec 17, 2025 ▶ 24:26 OpenAI’s 2026 Priority, Disney’s AI Play, Datacenter Buildout Trouble
Opinion
Enjeti: Bob Iger made a great call passing on Twitter
“This is why Bob Iger did not buy Twitter. And I think he made one of the great calls of all time. And he was like, you know what? I don't want to deal with this shit. And he was right.”
Saagar Enjeti Nov 6, 2022 ▶ 51:41 Saagar Enjeti and Marshall Kosloff on Midterms, Trump, Economy, and Ukraine
Assertion Supported
Siegler: Netflix Market Cap Is Roughly Double Disney's
“Its market cap is roughly Double that of Disney.”
M.G. Siegler Mar 4, 2026 ▶ 53:52 Dario’s Choice and Anthropic’s Future, Apple’s AI Devices, Netflix Loses WBD
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