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 9 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 Partly supported
Facebook Killed Twitter's Vine Platform by Blocking Video Sharing
“Facebook effectively killed off fine by preventing that from being shared, which was Twitter's video platform. Facebook wanted to own video.”
Jonathan Tepper Oct 7, 2019 ▶ 30:28 Jonathan Tepper - Variant Perception of Capitalism (Capital Allocators, EP.110)
Assertion Contradicted
Baker: Google JAX and Meta PyTorch teams fought publicly on X until leaders called truce
“The JAX team at Google got into a giant fight with the PyTorch team on Meta on X, and the heads of each company's respective AI division had to make a public truce and instruct their troops to stop fighting.”
Gavin Baker Mar 2, 2026 ▶ 1:03:00 Gavin Baker – Truth-Seeking and Crossover Investing at Atreides (EP.489)
Assertion Supported
Crypto startups cannot rely on Facebook or Google for customer acquisition
“Many of the traditional customer acquisition channels you can't use like Facebook and Google don't make it easy to advertise crypto things. You just can't use those channels.”
Avichal Garg Aug 4, 2022 ▶ 44:10 Avichal Garg – Programmer-Centric Crypto Investing at Electric (Manager Meetings, EP.34)
Assertion Contradicted
Dixon: Twitter, Facebook, and Instagram pay zero ad revenue to creators
“Twitter and Facebook have zero dollar revenue share. Instagram is zero dollars. So Instagram makes all their money on advertising. They pay zero out to the creators.”
Chris Dixon Jun 27, 2022 ▶ 13:09 Chris Dixon – Frameworks and Investing at Scale (EP.258, Crypto for Institutions 2, EP.05)
Assertion Supported
Dorsey: Meta Became Wildly Undervalued Trading at Nine Times EBIT in 2022
“It certainly got wildly undervalued at one point in late 22 when it was nine times EBIT.”
Pat Dorsey Jul 6, 2026 ▶ 57:56 Moat Investing Nuances – Pat Dorsey (EP.509)
Assertion Supported
Wolfe: Meta acquired CTRL-labs for slightly under $1 billion
“Coincidentally, Meta bought that for a little under a billion dollars, started by this guy Reardon.”
Josh Wolfe Dec 8, 2025 ▶ 48:09 Josh Wolfe & Brett McGurk – Venture, Geopolitics, and the Next Frontier (EP.476)
Assertion Supported
Facebook's social good team created Amber Alerts and voter registration features
“The last team I worked on was something called the social good and goodwill team. And that team was tasked with a pretty interesting mandate, which was go do good things in the world using the size, scale, and advantage that Facebook has, but don't worry about…”
Anthony Pompliano Feb 3, 2025 ▶ 18:17 Anthony Pompliano – Building Influence and Capital to Live an Extraordinary Life (EP.430)
Assertion Partly supported
Sethi: Early Facebook apps reached 100M monthly active uniques in one year
“In about a year, I think we went from zero to over a hundred million in a month of active uniques for these apps.”
Arjun Sethi Mar 14, 2022 ▶ 10:37 Arjun Sethi – A Technology Company that Deploys Capital at Tribe, Venture is Eating the Investment World 10 (Capital Allocators, EP. 240)
Assertion Contradicted
Housenbold: 120 VCs passed on Starbucks and 88 passed on Facebook
“And if you look at, I think, Starbucks, when Howard was raising money, a 120 different venture capitalists passed on Starbucks. And I think 88 passed when market Facebook was looking to raise capital, right?”
Jeff Hausenbold Mar 29, 2021 ▶ 39:12 Jeff Housenbold – Inside Softbank Vision Fund (Capital Allocators, EP.186)
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