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 158 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 6 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 Not checkable as stated
Jessica Lessin: Amazon disrupted Google search by capturing commerce queries
“I mean, the thing that's disrupted the Google search box and the experience has really been Amazon because people stop searching or they search less for commerce queries on Google because they search on Amazon, right? And that hits Amazon, that hits Google's c…”
Jessica Lessin Dec 8, 2023 ▶ 29:42 #26: Google Gemini, Meet Crypto-Cyber-Crystals · More or Less Podcast
Assertion Supported
Jessica Lessin: Google is delayed on Gemini cloud and enterprise rollout
“We've got the next folly in the AI wars coming as Google is delayed on many other aspects of the Gemini rollout, including the cloud and enterprise stuff, which is quite important.”
Jessica Lessin Dec 8, 2023 ▶ 7:49 #26: Google Gemini, Meet Crypto-Cyber-Crystals · More or Less Podcast
Assertion Contradicted
Dave Morin: Google AI Predicts NFL Pass Rushers Better Than Live Announcers
“Apparently Google I think on YouTube with sports and the NFL, they're basically, like, have these little rings that show up underneath the athletes as they move into position before the play starts, and the AI is actually predicting who's going to rush the qua…”
Dave Morin Nov 10, 2023 ▶ 33:07 #22: Your GPT Will Make More Money Than Your Substack? Please Tell Us More… · More or Less Podcast
Assertion Contradicted
Dave Morin: Reddit blackouts caused meaningful degradation of Google Search results
“I think one of the interesting things this morning was that the somebody did an analysis that Google search results are meaningfully worse off today because of the Reddit stuff going on.”
Dave Morin Jun 16, 2023 ▶ 10:09 #2: Reddit and the death of the public internet; the end of the VC "epoch" · More or Less Podcast
Opinion
Britt Morin: Cannes Lions jumped the shark like South by Southwest
“And then big brands came in. So of course, Google and every big tech brand comes in and then the whole thing does the same as South by Southwest did, which is jump the shark. And you have like Pepsi booths and all kinds of things.”
Brit Morin Jun 26, 2026 ▶ 44:37 Chinese AI Model GLM 5.2 Beating Frontier Models | Meta Glasses, Polymarket Scandal, AI Talent War · More or Less Podcast
Assertion Supported
Jessica Lessin: Google Launched a Direct Competitor to Whoop Tracker
“Google's new hardware, because they launched a Whoop competitor.”
Jessica Lessin May 15, 2026 ▶ 6:53 Google's AI-First Laptop, Meta's Spy Games, AI Monks in Middle America · More or Less Podcast
Opinion
Morin: Google Offerwall will make media sites much more terrible
“Oh my god, this is going to make all the media sites so much more terrible.”
Brit Morin Jul 4, 2025 ▶ 11:59 #106: AI Researchers Earning More Than Cristiano Ronaldo · More or Less Podcast
Assertion Supported
Brit Morin: Google stock dropped 25%, shedding $150B in one day
“No, it's dropped from like two Oh seven to currently one 52. So that's like 25%. Today it dropped eight percent alone, which on like a two trillion dollar market cap companies, like a hundred and fifty billion dollars, which is just crazy.”
Brit Morin May 9, 2025 ▶ 26:51 OpenAI Acquires Windsurf for $3B, Google's Stock Dips | #98 · More or Less Podcast
Assertion Supported
Brit Morin: Google and Meta dominate a $740 billion ad market
“I mean, it's literally like the global digital ad spend, Google and Meta dominate, right? And that's like a seven hundred and forty billion dollar market.”
Brit Morin Apr 25, 2025 ▶ 11:38 Google & Meta Trials, AI’s Media Collapse & Elon’s Tesla Comeback · More or Less Podcast
Assertion Not publicly verifiable
Rauch: Google estimates there are four million React developers globally
“For what we do, which is React, which is like the front end, there's four million is the best estimate we get from Google.”
Guillermo Rauch Dec 27, 2024 ▶ 1:28:43 #79: The More or Less Holiday Special Pt. 1 (AI Highlights) · More or Less Podcast
Assertion Supported
Brit Morin: YouTube's $50B revenue makes it bigger than Netflix's $37B
“Did you guys see that YouTube within Google's earnings is actually now is a fifty billion dollar revenue generating company, which if you don't count Meta as a media company makes YouTube kind of the number one and Netflix now is, is thirty seven billion at nu…”
Brit Morin Nov 1, 2024 ▶ 33:39 #71: Big Tech Earnings and the AI Revolution · More or Less Podcast
Assertion Contradicted
Brit Morin: Life360 Is Uniquely Interoperable Across Apple and Google
“And it's really the only app and network that is interoperable across Google and Apple.”
Brit Morin Jun 7, 2024 ▶ 5:36 #50: Startups to Start: Media Edition · More or Less Podcast
Disclosure
Jessica Lessin: Google is the top-performing paid ad channel for The Information
“They perform really well for us, by the way, the best part of our small paid advertising budget is Google by a long shot.”
Jessica Lessin Dec 8, 2023 ▶ 28:31 #26: Google Gemini, Meet Crypto-Cyber-Crystals · More or Less Podcast
Assertion Not checkable as stated
Jessica Lessin Introduced Yelp's Luther Lowe to FTC Commissioner at Cocktail Party
“And actually my best example of this was the information was having a cocktail party in DC. And I Introduced Luther Lowe, who at the time was working for Yelp and has been sort of the biggest antagonist trying to get Google sued and broken up on antitrust grou…”
Jessica Lessin Jan 19, 2024 ▶ 4:55 #30: The Great App Store Debate, Layoffs, and Playoffs... Oh My! · More or Less Podcast
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