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 8 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 Held up
Wolfe: AI will generate full feature films without actors or crew
“One of our companies, Runway ML, you can, and there's others that you can conjure. Today it's 10 seconds, but tomorrow it'll be two minutes, and full feature films with no key grips, no lighting, no costume design, no set design, no actors, and voices entirely…”
Josh Wolfe Mar 4, 2025 ▶ 57:52 Josh Wolfe: Human Advantage in the World of AI
Prediction Held up
Marks: The ongoing U.S. recovery will become the longest in history
“So my guess is that this recovery will set a record for the longest recovery in history. Because of the slowness and the absence of excesses.”
Howard Marks Mar 5, 2019 ▶ 20:17 #53 Howard Marks: Luck, Risk and Avoiding Losers
Prediction Held up
Streaming will eventually cost consumers exactly as much as their old cable bundles
“What's going to happen is people are going to end up paying about the same amount of money every month they do for content today. There should be paying different people. And I think that that's going to be the case. This idea that there's going to be this, yo…”
Ben Thompson Sep 5, 2018 ▶ 1:13:26 #40 Ben Thompson: Thriving in a Digital World
Prediction Held up
Danny Meyer: Restaurant prices will rise as tipped wages disappear
“And as cities, states, and now the entire country move to a higher minimum wage, and then perhaps one day, one wage for everybody, as opposed to a second-tier For tipped employees, which I believe is not gonna last forever. Can't. You're gonna start to see res…”
Danny Meyer Jul 13, 2021 ▶ 47:23 #115 Danny Meyer: Hospitality and Humanity
Prediction Held up
Srinivasan: COVID-19 Total Hospitalizations and Deaths Will Exceed Ebola Due to Scale
“It's nowhere near as lethal as Ebola, but its scale is likely to be much higher than Ebola. And so the total number of people hospitalized or killed by it may be much larger.”
Balaji Srinivasan Mar 13, 2020 ▶ 21:48 #78 Balaji Srinivasan: Exploring COVID-19
Prediction Held up
Wolfe: Users will soon control ambient technology using neural micro-gesture wristbands
“What that implies is that you will wear something akin to a bracelet or a wristwatch, and you will be able to gesture like Disney's Sorcerer's Apprentice to flick your fingers to turn on the lights, to swipe like you would swipe in three dimensional, three Rai…”
Josh Wolfe Jan 22, 2019 ▶ 41:55 #50 Josh Wolfe: Inventing the Future
Prediction Held up
Petersen predicts U.S. crackdown on foreign shell companies importing goods directly
“I think they're going to crack down on that. I think they're going to shut down that.”
Ryan Petersen Aug 5, 2025 ▶ 1:15:09 Ryan Petersen: Building Flexport
Prediction Held up
Flatt: Short-Term Interest Rates Will Fall Another 50 to 100 Basis Points
“I'm sure we're going to see another few hundred, a few, another 50, a hundred base points off of the short rates, and we're going to settle into just a regular range of rates.”
Bruce Flatt Apr 1, 2025 ▶ 42:25 Bruce Flatt on Value, Discipline, and Durability
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