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

Assertion Contradicted
Sam Lessin: Nvidia Scrapped an LLM Over Scraping Netflix Content
“You know what also got reported this week was how NVIDIA scrapped their large language model they had been working on that had been stealing all this information, like, in content from Netflix and everyone else, and they realized, oh, shit, we really can't lau…”
Sam Lessin Aug 9, 2024 ▶ 28:04 #59: Google: Can it Outrun Regulation? · More or Less Podcast
Assertion Partly supported
Dave Morin: Netflix is losing nearly 100 million users per year
“They've gone from below two percent in January of 19 to two percent per what? Per month to now they're approaching four percent. So it's to me that looks like they're losing anywhere from, I don't know, fifty million users per year in 2019 to close to a hundre…”
Dave Morin Jan 26, 2024 ▶ 40:12 #31: Fintech Struggles, Netflix Rises and 'Big' is Winning · More or Less Podcast
Assertion Supported
Brit Morin: Netflix UI redesign adds TikTok-style video clip feeds
“There's also video shorts that you can click on to sort of watch trail. It's not trailers. They're like shorts. They're clips from the shows that are in like a TikTok like feed that then you can click in and watch the show.”
Brit Morin May 9, 2025 ▶ 30:44 OpenAI Acquires Windsurf for $3B, Google's Stock Dips | #98 · 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
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