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 14 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

Opinion
Galloway: Unsubscribing from Big Tech is the fastest way to pressure Trump
“What I've noticed is the Trump administration only walks back things when the markets move, and the fastest way to make the markets move right now is to go after the companies that are 40% of the S&P by unsubscribing from Amazon, from Apple, from Microsoft pla…”
Scott Galloway Feb 16, 2026 ▶ 1:01:57 Scott Galloway: Why I'm selling my American stocks
Opinion
Currier: Sell Nvidia, buy Google and Microsoft for their distribution
“Oh, I mean, opinion is that I would sell. Yeah. NVIDIA compared to long-term, I would still be a Google and a Microsoft buyer because of the distribution.”
James Currier Apr 15, 2025 ▶ 1:12:42 From making $6/week selling worms to making $110M+
Prediction Held up
Shaan Puri: The AI email assistant market will be an absolute bloodbath
“I do feel undoubtedly that email inboxes are going to start to have AI in them and the AI is going to help you process, categorize summarize your emails in a way and respond, help you with the responses. The problem is Do I really believe that you are going to…”
Shaan Puri Nov 8, 2024 ▶ 1:16:49 6 College Students Pitch Us Their Startups | MFM Shark Tank
Insight
Dharmesh Shah: Big-name press release hires are wrong for early startups.
“If we felt like we ever hired someone that was worthy of a press release, we did it wrong. Right. That's not the kind of person we were looking for because they may have done amazing things at Google, Microsoft, Facebook, pick your company of choice, but the s…”
Dharmesh Shah Jul 12, 2022 ▶ 17:30 How To Come Up With Billion Dollar Business Ideas | Hubspot Co-Founder Dharmesh Shah
Assertion Not checkable as stated
Liemandt: Trilogy Won 70% of College Recruiting Battles Against Microsoft
“Microsoft would win 90% of college graduates back then. And we against them won 70%.”
Joe Liemandt May 27, 2026 ▶ 8:30 The 50 richest families in America are betting on this trend
Insight
Puri: Platform poaching attacks fail without targeting overlapping creator sub-clusters
“Strategically, if one of those other companies had figured out which network of streamers to go after, not the ranked list, Because they would take Ninja, who's a Fortnite streamer, but they wouldn't take the other Fortnite streamers. They would take this othe…”
Shaan Puri Apr 15, 2025 ▶ 36:53 From making $6/week selling worms to making $110M+
Prediction Not checkable as stated
Puri predicts Nadella's OpenAI comments will become problematic for Microsoft
“And this quote, I think is going to become very problematic. I predict it's going to become very problematic for Microsoft in the future.”
Shaan Puri Mar 8, 2024 ▶ 55:11 Elon Musk SUES Sam Altman
Opinion
Shkreli: Bill Gates remains privately ruthless despite philanthropic image
“It's just sort of this public image of like, no, no, I'm this benevolent philanthropist. You don't understand. You know, privately, the guy's still just as ruthless, still just as vicious and just as energetic and intense as he was when he was a kid.”
Martin Shkreli Apr 20, 2023 ▶ 1:34:58 Martin Shkreli Reveals How He Made His First $100 Million (#445)
Prediction Held up
Wilkinson: Major AI competitors to GPT-3 will emerge within six months
“There's going to be a lot of. A lot of other players in that space coming out over the next probably three to six months. And that it will be, there's going to be an ecosystem of offering similar to AWS and Azure and Google cloud. I think it'll be the same thi…”
Andrew Wilkinson Dec 29, 2022 ▶ 1:06:44 The 2022 Milly Awards (#401)
Insight
Luckey: Facebook had unique incentives to push VR over Google and Microsoft
“Facebook was one of the very few companies that had a strong incentive to make virtual reality and immersive computing writ large to come about as quickly as possible, because unlike Google, unlike Microsoft, they did not benefit from the status quo in the har…”
Palmer Luckey Oct 25, 2022 ▶ 16:16 From Flipping iPhones To Selling Oculus For $2 Billion To Facebook | Palmer Luckey (#378)
Assertion Not checkable as stated
Liemandt: Ballmer, Gates, and Maples Called Shared Job Candidates
“Whether it was Balmer Gates or Mike Maple, the other third in the office of the president. Those three would call all our candidates, and we would just continue to fight, and it would escalate, right?”
Joe Liemandt May 27, 2026 ▶ 9:54 The 50 richest families in America are betting on this trend
Assertion Supported
Saylor: MicroStrategy's 2,000-person core software business generates $75M annually
“Well, all 2000 people doing a 100,000 things right perfectly for the entire year competing against Microsoft that has more money than God, they can generate seventy five million a year.”
Michael Saylor Mar 17, 2021 ▶ 47:05 MFM #161: Why Michael Saylor Believes Bitcoin is Hope
Assertion Supported
Saylor: Bitcoin Hit $1T Faster Than Apple, Microsoft, Amazon, or Google
“It took Google 22 years to get to a trillion. It took Amazon 24 years to get to a trillion. It took Apple 42 years to get to a trillion. It took Microsoft 44 years to get to a trillion. It took Bitcoin 12”
Michael Saylor Mar 17, 2021 ▶ 58:20 MFM #161: Why Michael Saylor Believes Bitcoin is Hope
Assertion Supported
Shaan Puri: 165 University Avenue housed Logitech, PayPal, Google, and Danger
“What you're looking at is one six five University Avenue, also known as the Lucky Office, also known as the Karma Building. You might recognize a little better here when you see one of the companies that was started here. So Google was started here. Before Goo…”
Shaan Puri Jan 16, 2025 ▶ 1:03 The Crazy Story of Google’s 7 Angel investors
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