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

Prediction Not checkable as stated
Morgan: Perplexity will be worth a couple hundred billion if successful
“I mean, we invested in perplexity at nine billion, which was kind of crazy in some ways. On the other hand, if it works, it's going to be worth a couple hundred billion.”
Howard Morgan Sep 2, 2025 ▶ 7:42 Howard Morgan on AI, Global Venture Investing & Founder Insights | NVCA Award Recipient Series
Assertion Not checkable as stated
Hargrave: AI tools drive under 1% of client website traffic
“So we track how much traffic for all of our clients is coming in, like what percentage of their traffic is coming from these AI tools. So on average, it's just under one percent. So one percent of traffic comes in from ChatGPT is always the number one. They ha…”
John Hargrave Mar 3, 2026 ▶ 12:39 Navigating the Shift to AI SEO with John Hargrave of Media Shower | The Innovators & Investors Podcast
Prediction Not checkable as stated
Emmons: Search algorithms will evolve to kill off AI-generated slop
“And I think that we're going to go back from it and the AI slop is eventually going to calm down and either become quality content or just turn off because It's going to stop influence on us. We're all trying to figure out how to essentially, you know, get mor…”
Shane Emmons Nov 4, 2025 ▶ 26:58 Building Trustworthy AI: Navigating the Challenges and Future of Agentic Software with Shane Emmons
Disclosure
Rai: Embracing 'JOMO' by tuning out daily news and events
“For me, I don't eat unless I feel like eating. I don't consume any information. I live in the Jomo mode of joy of missing out. I have no idea what happened yesterday. If someone won a cricket match, so be it. If I can ask perplexity or I can ask Abhay, they'll…”
Pankaj Rai Dec 23, 2025 ▶ 1:04:15 S2 Ep5: Data to Decisions with AI at Conglomerate Scale ft. Pankaj Rai
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