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 12 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
U.S. Antitrust Chief Makan Delrahim Was Once Google's Lobbyist
“Macon Dalrahim, for example, is the attorney general for antitrust in the US. He was Google's lobbyist for the double click acquisition.”
Jonathan Tepper Oct 7, 2019 ▶ 30:46 Jonathan Tepper - Variant Perception of Capitalism (Capital Allocators, EP.110)
Assertion Partly supported
Sacca: Google's $6B spectrum bid established net neutrality rules for wireless networks
“We went from zero to within a year bidding six billion dollars on spectrum and attaching openness rules to wireless spectrum. That's why the wireless networks are net neutral. It was because of this big hand of poker we'd played.”
Chris Sacca Jun 12, 2023 ▶ 25:16 Chris Sacca – Hustling to Save the Planet at Lowercarbon (Capital Allocators, EP.321)
Assertion Supported
Milkman: Rigid routines harm exercise habit durability compared to flexible schedules
“We were startled to find that the rigidity was harmful. What we found is that that group, they went ever so slightly more often, they did sort of form a habit around going at that magic time, a little bit more often than the group that had had a more flexible …”
Katy Milkman Jun 14, 2021 ▶ 51:27 Katy Milkman – How to Change (Capital Allocators, EP.199)
Prediction Didn’t hold up
Russo: Google's top-line revenue growth will exceed 20% over coming years
“It's well over 20%.”
Tom Russo Mar 11, 2019 ▶ 18:08 Thomas Russo – All About Google (Capital Allocators, EP.90)
Assertion Supported
Chainlink uses OpenAI, Anthropic, and Google models to reach data consensus
“Through our technology, we were able to have the AI models reach consensus on that single piece of data that is the share split 10 to one. OpenAI, yes. Anthropic, yes. Google, yes. We posted that on a blockchain as a unified golden record.”
Ryan Lovell Mar 12, 2026 ▶ 25:10 Ryan Lovell – Chainlink: The Infrastructure Pipes for Multi-Chain Finance (EP.491)
Assertion Contradicted
Housenbold: Made eBay Google's first advertising customer in the world
“In that role, I also became Google's first customer in the world. Having ran AltaVista and competed with them, they were starting to monetize their search, and I became the first customer, and that really changed the trajectory for both Google and for eBay”
Jeff Hausenbold Mar 29, 2021 ▶ 11:03 Jeff Housenbold – Inside Softbank Vision Fund (Capital Allocators, EP.186)
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 Supported
Graña: The S&P 460's Returns Match Emerging Markets Exactly
“If you were to strip out the 40 most successful US stocks out of the S&P 500 and compare that to the, so the remaining S&P 460, I guess. The S&P 400 sixty's performance is actually bang in line with emerging markets. Bang in line with European markets. There's…”
Daniel Graña Sep 30, 2021 ▶ 37:37 Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)
Assertion Contradicted
Friedman: Google Is Moving 20,000 AI Employees to Lower Manhattan
“Google is just moving 20,000 AI people to the tip of New York. Now, some of it's not an opportunity zone, but it's surrounded by three opportunity zones.”
Manny Friedman Mar 18, 2019 ▶ 14:42 Manny Friedman – EJF on Economic Opportunity Zones (EP.91)
Assertion Partly supported
Breitfelder: Google found moving top coders to bad managers collapses performance
“They ran studies where at Google there's a project called Project Oxygen where their hypothesis was maybe managers are so bad we should just eliminate the role. So let's test what are the characteristics of a great manager and does it even matter? And they fou…”
Matt Breitfelder Jun 26, 2023 ▶ 57:42 Matt Breitfelder – Optimizing Investment Performance through Human Capital (Capital Allocators, EP.323)
Assertion Supported
Sacca: Google published verbatim executive meeting notes for employees to subscribe to
“They were wildly transparent and their executive meetings, they had a note taker who would take the notes and then you could subscribe to the notes from that meeting. They would be published after the end of the meeting. And you could see almost like a script,…”
Chris Sacca Jun 12, 2023 ▶ 58:20 Chris Sacca – Hustling to Save the Planet at Lowercarbon (Capital Allocators, EP.321)
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