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
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 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)
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