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 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
Timmer: Equity rally driven by P/E expansion is ending
“If that earnings pivot comes and that earnings recovery happens, then the market can continue to advance on the basis of rising earnings, but the phase where it rises purely on the P.E. Going up, that, I think, is, is now ending, and I think, you know, in the …”
Medeiros: Mini Katana will reach one billion monthly views in 2023
“What we're doing is we're going to get to a billion views a month this year, but we're optimizing that to be converting track, like converting views.”
Lieberman: Creator economy venture funding will dry up in 2023
“Creator economy, economy funding is going to dry up this year.”
Lieberman: AI Will Enable Testing New Businesses From a 20-Minute Quiz
“I ultimately think within entrepreneurship generative AI is going to make entrepreneurship significantly faster, meaning that the speed to be able to start and test a business is gonna go down, like, by multiples. So I think the cost of entrepreneurship came d…”
Lieberman: Pre-recorded courses will remain the dominant online education format
“And so I think asynchronous education or prerecorded courses are not going away and they'll actually continue to be the most common way that people learn online.”
Pujji predicts SVB uninsured depositors won't see funds for 3-6 years
“People have told me three to six years, like, we're not going to see that money for three to six years.”
Pujji: Sam Bankman-Fried will go to jail
“And it's a good strategy. It's also like incompetence versus, versus shadiness or fraud. And I think it's a good, it's just a good angle, but he is going to go to jail.”
Codie Sanchez predicts a double-dip recession with rising inflation
“Well, I think we're in the first part of a recession. That'll probably be a double-dip recession and we'll actually see inflation come back up again. That's my assertion.”
Lieberman: Fewer than 10% of Twitter users will pay for Twitter Blue
“I think it's gonna be less than 10%, but it's also all a function of like what's actually bundled in the product that Makes it worth the time.”
Lieberman: Food influencers will evolve into digital restaurants via ghost kitchens
“I think where food influence, so anyone on Instagram, TikTok, et cetera, who is building personality and doing so in the food category, where it is going is I think these people are going to become restaurants in their own right.”