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 27 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
Brit Morin: Deel CEO allegedly recruited Rippling employee as paid spy
“Keith O'Brien, who was the man allegedly spying for deal while working at Rip Lane had to Put out an affidavit today, and he basically, like, came forward and just was like, all right, here's the truth. Alex, how do you pronounce his name? Boise, Boise, the CE…”
Brit Morin Apr 4, 2025 ▶ 46:53 Can Tesla Survive? | More or Less #93 · More or Less Podcast
Assertion Supported
Anthropic has completely overtaken OpenAI in revenue
“So I'm just curious how you reconcile what you were saying about the costs and everything with just the unprecedented growth that Anthropic has seen and the like flippening with open AI where it has just completely overtaken open AI from a revenue perspective.”
Amir Efrati May 29, 2026 ▶ 20:02 Normal People Don't Want AI Agents (And Silicon Valley Can't Accept It) · More or Less Podcast
Assertion Partly supported
Lessin: Trial revealed Altman paid Brockman $10M from family office
“It was revealed that Altman, because it was a nonprofit back then, was paid Greg ten million dollars out of his, like, own family office and kept it from Elon, and so all these sort of alliances were being formed beneath the surface, and it just seemed like a …”
Jessica Lessin May 8, 2026 ▶ 41:23 Why the Met Gala Hates Tech, Elon vs OpenAI Drama, and the Rise of Chinese AI Models · More or Less Podcast
Assertion Supported
Morin: Anthropic is raising at an $800B valuation
“And Anthropic this week, I heard, is also now raising at an eight hundred billion.”
Brit Morin Apr 17, 2026 ▶ 25:23 Allbirds Pivoted to AI Data Centers | SpaceX $1.5T IPO, Anthropic $800B, $175M Seed Rounds
Prediction Held up
Sam Lessin: People Will Kill Themselves and Others Because of AIs
“And like, at some point people are going to start killing themselves and each other because of AIs.”
Sam Lessin May 2, 2025 ▶ 43:58 How OpenAI Is Beating Google and Meta at Their Own Game · More or Less Podcast
Prediction Didn’t hold up
Sam Lessin: Solana will surpass Ethereum in market capitalization
“I think Solana flips Ethereum.”
Sam Lessin Dec 22, 2023 ▶ 1:02:48 #28: What We Got Right and Wrong in ’23 and Calls for ’24 · More or Less Podcast
Assertion Contradicted
Sam Lessin: Early Salesforce was unintegrated one-off software builds
“So the story I've heard, and someone can correct me in comments, I'm sure someone will, is that when he started Salesforce, it was billed as like this cloud CRM. And this platform, but it was total bullshit. He basically went to a bunch of people and sold them…”
Sam Lessin Sep 4, 2026 ▶ 41:12 AI Agents Are Going Rogue. Should We Be Worried? │Claude vs. Grok, Tesla vs Waymo, Google vs Canva · More or Less Podcast
Assertion Supported
Lessin: Polymarket directed influencers to fake trades and earnings
“But Polymarket has been directing influencers to make fake videos about fake trades and reporting fake earnings for their influencer program.”
Jessica Lessin Jun 26, 2026 ▶ 21:39 Chinese AI Model GLM 5.2 Beating Frontier Models | Meta Glasses, Polymarket Scandal, AI Talent War · More or Less Podcast
Assertion Contradicted
Forensic experts proved China is funding opposition to Utah data center
“And then he hired forensic experts to go and factually prove that it is China actually funding all of this opposition in Utah. And he actually mapped it a lot. You can go look on his Twitter and Instagram and he shares all of the data. And apparently has now s…”
Dave Morin May 29, 2026 ▶ 14:12 Normal People Don't Want AI Agents (And Silicon Valley Can't Accept It) · More or Less Podcast
Assertion Supported
Lessin: Meta has been logging employee keystrokes to train internal AI
“This is a little bit old, but Meta has been keystroke logging employees to train AI, their AI, not so popular.”
Jessica Lessin May 15, 2026 ▶ 23:27 Google's AI-First Laptop, Meta's Spy Games, AI Monks in Middle America · More or Less Podcast
Assertion Supported
Lessin: Leaked OpenAI memo targeted Anthropic's ARR math and compute investment
“There was a memo that was leaked from OpenAI, an OpenAI memo that was leaked. I think it was in OpenAI's interest for this memo to be out there. I also think it was written in a way where they wanted it to be out there, where they came after Anthropic. Both fo…”
Jessica Lessin Apr 17, 2026 ▶ 27:05 Allbirds Pivoted to AI Data Centers | SpaceX $1.5T IPO, Anthropic $800B, $175M Seed Rounds
Assertion Partly supported
Dave Morin: Anthropic claims software engineering jobs will vanish in 12 months
“Anthropic says no one will be doing software engineering 12 months from now.”
Dave Morin Feb 20, 2026 ▶ 32:56 OpenClaw vs Meta vs OpenAI: The Personal Agent Wars Heat Up · More or Less Podcast
Assertion Supported
Vinod Khosla: The majority of current AI venture investing will fail
“Bottom line, bargain hunting will be a poor bet in AI, but firms putting money to work who invest in all high valuations indiscriminately will do poorly, and that is the majority of the investing that is happening.”
Jessica Lessin Sep 12, 2025 ▶ 28:06 #116 iPhone Air or Pro: Apple Ignores AI and Wins? · More or Less Podcast
Assertion Supported
OpenAI considered an antitrust complaint against Microsoft, WSJ reported
“The journal reported that OpenAI had considered an antitrust complaint against Microsoft.”
Jessica Lessin Jun 20, 2025 ▶ 27:08 #104: AI Clones, Commoditized Ads, and the Cult of Trust · More or Less Podcast
Assertion Partly supported
Brit Morin: Deel espionage was coordinated via Telegram with 'The Watchman'
“Also, they had a telegram channel where they were discussing the payments, and. Wait, who was? Okay, it's Keith, it's the spy. How much did they pay for the telegram, Brett? I know, telegram, not signal. It's the spy, it's the CEO, and then there's a third per…”
Brit Morin Apr 4, 2025 ▶ 47:51 Can Tesla Survive? | More or Less #93 · More or Less Podcast
Prediction Partly held up
Sam Lessin: Getting humans to Mars during Trump's administration is impossible
“Everyone, you know, you're up there applauding like this, like window, we're going to get to Mars in Trump's administration. And it's absolute horseshit. Like we, like there aren't even window launch windows open for that to happen.”
Sam Lessin Mar 14, 2025 ▶ 20:46 #90: Silicon Valley Unscripted: Billionaires, AI, and Interplanetary Exploration · More or Less Podcast
Assertion Supported
Brit Morin: Anthropic CEO Claims AI Will Write Nearly All Code in 12 Months
“The CEO of Anthropix said, he said, In the next three to six months, AI is probably gonna be able to write 90% of all code. And in 12 months, nearly all code may be generated by AI.”
Brit Morin Mar 14, 2025 ▶ 43:23 #90: Silicon Valley Unscripted: Billionaires, AI, and Interplanetary Exploration · More or Less Podcast
Assertion Supported
Lessin: Bezos directs Washington Post opinion to focus on free markets
“Bezos announced today that the Washington Post opinion section is going to wholly, wholly focus on topics that support personal liberties and free markets. So as a result of this, the opinion editor who is award winning, probably Pulitzer Prize winning, but I …”
Jessica Lessin Feb 28, 2025 ▶ 7:20 #88: Meta’s $200B AI Bet, Instagram Reels & The Future of Content · More or Less Podcast
Assertion Supported
Jessica Lessin: DOGE workers self-police conflicts despite unprecedented data access
“You have, you know, employees doing this who have a special status. They are in charge of determining their own conflicts of interest. And they are getting unprecedented access to something that is incredibly sensitive and important.”
Jessica Lessin Feb 7, 2025 ▶ 53:29 #85: The $250M Meme Coin Experiment · More or Less Podcast
Prediction Didn’t hold up
Dave Morin: Most programming will be done in English by late 2025
“I think a year from now you know, most programming will be done in English. And I think that's the, there's almost no question.”
Dave Morin Dec 20, 2024 ▶ 11:25 #78: 2024 Tech Company of the Year + 2025 Predictions · More or Less Podcast
Assertion Contradicted
Lessin claims Spotify fired its Wrapped team and used AI instead
“Well, and believe it or not, at least I saw on social media, they had fired the entire team. So this was, they were able to produce with no people using AI.”
Sam Lessin Dec 13, 2024 ▶ 21:46 #77: Sora Reveal, Google's AI Agents and Digital Trade Under Trump · More or Less Podcast
Assertion Contradicted
Morin: Tesla assembled the largest supercomputer in human history
“Tesla has also assembled the largest supercomputer in the history of humanity. That's a Tesla asset that is the GPU cluster that they've put together.”
Dave Morin Oct 18, 2024 ▶ 23:29 #69: Robots, Rockets, and Elon Hype · More or Less Podcast
Assertion Contradicted
Thiel Claimed Bill Gates Founded His Foundation to Pay Off Melinda
“The one thing that really pissed me off about the Peter Thiel, Joe Rogan interview was a long section where he Sort of claims in that Peter Thiel way that the only reason Bill Gates started the Gates Foundation was to pay off Melinda Gates instead of giving he…”
Jessica Lessin Aug 23, 2024 ▶ 12:24 #61: The Venture Capital Reset Era · More or Less Podcast
Prediction Held up
Sam Lessin: The 2024 Presidential Race Is Effectively Over for Democrats
“I just feel like this is over, right? Which I know is not what you're supposed to say, and, like, that helps purpose with town out and the whole nine yards, but, like, you know, Trump just had, like, one of the all-time ten-day periods ever, right?”
Sam Lessin Jul 19, 2024 ▶ 22:34 #56: Trump and the PayPal Mafia · More or Less Podcast
Assertion Supported
Lessin: Blackstone has only had one fund over 3x in 40 years
“It's like, in the history of Blackstone, they've raised, what is it, like, call it half a trillion dollars. That's again, that's not the number, but it's an enormous number of capital. They've had, like, one fund in, like, 40 years that has done more than thre…”
Sam Lessin May 24, 2024 ▶ 36:02 #48: Move Fast (But Don't) Break Silicon Valley · More or Less Podcast
Prediction Didn’t hold up
Sam Lessin: An outright US ban on TikTok will never get done
“I think saying ban TikTok, that's a thing that like candidly might be marginally better, but you'll never get done.”
Sam Lessin Mar 8, 2024 ▶ 13:33 #37: TikTok's Latest Crisis, Elon's Emails, AI Monopolies · More or Less Podcast
Assertion Contradicted
Brit Morin: AI transcription has wiped out court reporting jobs
“Court reporting is a job that is just gone. Like, the whole, like, her whole life, she spent typing what everyone's saying at a speed so fast that she could follow along, and now it's just wiped out.”
Brit Morin Sep 1, 2023 ▶ 7:31 #12: Inside the VC brain · More or Less Podcast
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