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.
why aren't all 14 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
A Take-Two Competitor Once Faced 500 Sexual Harassment Claims
“So one of our competitors at one point had 500 sexual harassment claims at their company.”
Purely Data-Driven AI Cannot Generate Entertainment Hits
“Clones don't sell. All hits are by their very nature unexpected. That's the most important thing to take away. Things that are data driven in their entirety can't be unexpected.”
ZMC Executed a Hostile Takeover of Take-Two Without Personal Capital
“The way we did this deal has never happened before, and I'm pretty certain it will never happen again, because we essentially did a hostile takeover with no money.”
Bobby Kotick Created the Most Value in Pure-Play Gaming
“I would argue that, I mean, for pure play, probably Bobby Kotak has with Activision.”
BMG Sold Its Take-Two Stake for $14M Right Before GTA Released
“So we sell the stock in the open market for, wait for it, fourteen million dollars. So a month later, this public company launches the first property that we had completed into the market.”
Calling a Company a 'Family' Creates Unnecessary Angst
“I never say the word that executives use something like we're a big family here. We're not a big family here. This is an enterprise. Like my family's at home. So we don't have all the angst around being a family.”
Borderlands Survived Only Because of a $50M Last-Minute Art Overhaul
“He said, it means fifty million dollars of incremental dev costs, a lot of money to us, and another year. And it was on a release schedule, which we didn't ask. And I was like, I dug in. I mean, I would, I don't give, like, knee-jerk answers. I dug in and did …”
Grand Theft Auto VI is Roughly 18 Months Behind Schedule
“I think we're about 18 months behind the original date. Not, not much more than that.”
Zelnick Won an 88% Shareholder Vote to Take Over Take-Two
“The general counsel comes into the meeting room that we're in, and he says, well, we don't have the final vote, but we have a provisional vote. You have 88%. He said, so will you accept that, or do you want us to keep counting? I said, we'll accept that. And t…”
Take-Two Acquired BMG Interactive for 20% Equity Worth $20M
“It's a little tiny public company with a, I want to say roughly a hundred million dollar market cap, and they agree to give us 20% of their company in stock for the business, such as it was. So, twenty million dollars.”
Grand Theft Auto Was Take-Two's Only Profitable Asset in 2007
“The plan was there was only one good property, which was GTA, which was in development and was soon to be released. We thought ended up getting delayed and everything else was total mess except the NBA franchise, which was really tiny. It was making a tiny amo…”
Take-Two Had $700M Revenue and $50M Cash in 2007
“About 700 in revenue, and losing loads of money, and no debt, thankfully, and about 50 in cash.”
Take-Two Deploys Enterprise ChatGPT and Claude Across 200 Projects
“We have hundreds of projects going on, and we already have promulgated enterprise software, so we have enterprise versions of ChatGPT and Claude that are available to everyone to use, that are fully licensed and paid for, and then we have about 200 projects go…”