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.
why aren't all 2,409 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 14 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
John D. Rockefeller was twice as rich as Elon Musk is today
“John Rockefeller, he was a tycoon, In the early 1900, and he was the richest man to ever live. He was two times richer than Elon Musk is today.”
Bonforte: Ron Conway's SV Angel Fund I generated a multiple-hundred-x return
“Like Ron Conway's hit rate for SV Angel in, in one was unbelievable. He had like a multiple hundred X on SV Angel one.”
Marini: Naval Ravikant predicted Bitcoin would reach $1M when trading under $1,000
“I remember early days, Bitcoin, you know, was trading under a thousand dollars, and I said to Naval, so how big does this get? And he said, I said, what's the price of Bitcoin? He said, a million. And I said, a million? It's only at like, you know, 800. And I …”
Shaan Puri: Robinhood now effectively offers sports betting via prediction markets
“All these other apps now do sports betting, but they call it prediction markets, and prediction markets are legal, so Robinhood now has sports betting in its app, even though it's not not a casino. You could just go in Robinhood right now and bet on sports.”
Sam Parr: Shopify CEO Tobi Lütke logged 15 years of keystrokes and screenshots
“He goes, I created this program that looks at every single letter I've ever typed on my keyboard. And then every 10 minutes it automatically takes a picture Of my screen, and there's a screenshot, and I have an archive now of roughly 15 years of every single l…”
Shaan Puri: Savannah Bananas does $100M revenue and approaches $1B valuation
“This is a business that's probably worth close to a billion dollars, I would say, based on what I could tell. And it's about a hundred million in revenue.”
Shaan Puri: Savannah Bananas has more social followers than all MLB teams combined
“They have more followers on TikTok and social media that follow their brand, their team. Then every single professional baseball team, including the Yankees and the Red Sox and the Dodgers combined, all MLB teams combined.”
Puri: Sam Bankman-Fried owned enough assets to make FTX creditors whole
“He had owned enough assets that would make all the creditors whole.”
Braziel: Fortress and his firm were the only two buying Mt. Gox claims
“Mt. Gox is a good example. Fortress was my competitor on that docket and they were buying up claims too. Pete Brigger is a big Bitcoiner and he's one of the founders of Fortress and they were buying up claims and they were my competitor. On that case, they wer…”
Braziel: The entire 14,000 Mt. Gox creditor list was leaked
“For myself this is gonna sound ridiculous, but the entire 14,000 credit, you know, 14,000 creditors or customers was a leak list.”
Amadeo Giannini Took Zero Bank Stock and Capped Salary at $50k
“He still never takes more than 50,000 dollars a year salary. He owns zero stock in Bank of America. His family does not you know, inherit this giant fortune, and he dies in 1949, not owning a single share of the bank that he founded”
Puri: Waymo handles 20% of all San Francisco rides
“Weebo's are now doing 20% of all the rides in San Francisco. That was zero, like, 12 months ago.”
Koerner: Generated $9.8M organically on Facebook Marketplace in three months
“That one ad, and I had it going on multiple accounts, we would refresh it, but no paid, did 9.8 million dollars all on Facebook Marketplace in three months. Profitably.”
Koerner: Buc-ee's locations generate $60M to $80M in annual revenue each
“There's 51 locations, and they do like 60 to eighty million in revenue per year each.”
Mazzeo: Won the Replit investment deal against Peter Thiel
“The only time I've ever encountered Peter, Peter Thiel was on the opportunity to invest in Replit. We were both going for the opportunity. And I think when you go against somebody like Peter Thiel you plan to lose in most cases. And I didn't end up losing the …”
Lemkin: Anthropic grew from $1B to $3B in revenue in five months
“Anthropic went from one to three billion in revenue in five months. They just announced one to three billion in revenue in five months. Okay. And that is basically all infrastructure plumbing revenue.”
Parr: Dharmesh Shah sold Chat.com to OpenAI for ~$15M equity
“He owned chat.com, which he sold to OpenAI for what he paid for it, which I think was around fifteen million, and he got AI ChatGPT stock.”
Lemkin: Every Successful Investment Was Decided Before Meeting the Founder
“Every investment I've done that's good, I've wanted to invest before the meeting. Every good outcome I've had this.”
Isenberg: LLM Search Makes Up 5% to 10% of Organic Search
“What people are noticing is that LLM search as a part of organic search is maybe now five or 10%.”
Nagpal: Direct indexing generates 30% to 40% of capital as usable tax losses
“I've started to do something called direct indexing, where instead of buying a Vanguard fund, it buys each and every one of the 500 companies individually. And the advantage with that is you have more positions, so more volatility. At any given point, more com…”
Nagpal: IPL is second to NFL in per-game TV rights
“Yeah, it's after, it's by TV rights per game, it's actually number two after NFL and like, by total revenue, it's more than any of the European soccer leagues, for instance”
Puri: Zuru brothers generate $1 billion in annual profit bootstrapped
“They make a billion dollars a year of profit, the two brothers with no outside investors.”
Mah: Paul Graham said I'd rival Patrick Collison and Sam Altman
“Paul Graham, even he was my mentor and he's like, you're going to be one of the greatest entrepreneurs of all time. You, Patrick Halston and Sam Altman.”
Nick Saban's car dealerships generate $2 billion in annual revenue
“Their dealership group, they now own like, I don't know, 10 to 15 dealers, dealerships across like Alabama, where he was the coach to now Miami. And he says that the guy said that they sell 22,000 cars a year, 22,000 Mercedes a year, which is, and then he says…”
Nick Saban's medical side hustle sold over $100 million in PPE
“And then during COVID, they created a medical supplies business called Dream Medical Group. So they have Dream Auto Group, and they created Dream Medical Group, and sold over a hundred million dollars of PPE during COVID 19.”
Operators are acquiring top Fiverr accounts and replacing human freelancers with AI
“I think there's a, there's people who are rolling up the top Fiverr accounts. Cause they're like, cool. You have top real estate under graphic design on Fiverr. So you're just automatically getting, you know, hundreds of jobs a week inputted to you. So they're…”
A solo founder makes over $100,000 monthly running automated local newsletters
“It does six figures right now a month in revenue, and it's just him doing it, and so it's him, and it's Buying ads on Facebook, targeting local people to get subscribers.”
Parr: Untreated hearing loss increases dementia risk four to five times
“Is if you have a hearing loss and you don't address it, the increase of getting dementia jumps significantly. Like four or five times”
Smith: eVTOL is the first new FAA aircraft category in nearly 80 years
“They started approving these electric Vertical takeoff and landing companies, the EV tool companies, and again, that was in the news, but what wasn't covered as much was the fact that this was the first new category of aircraft in nearly 80 years”
Smith: Waymo already accounts for 20% of Austin Uber rides
“Waymo's are already taking up 20% of Uber rides in Austin”
Senra: Todd Graves owns over 90% of $10B Raising Cane's
“The way he built his business, you know, he owns over 90% of a business that's worth at least ten billion dollars. It's growing 30% year over year, and he's been doing the same thing, you know, for 30 years.”
O'Brien: The global ocean economy represents $3 trillion in annual spend
“The ocean economy right now is like already massive. It's not like, you know, the future space economy is going to be massive. Like the ocean economy is massive. It's like three trillion dollars in like annual spend in different ways, right?”
Morning Brew was spending $500K per month on ads by late 2018
“If I remember, by the end of that year, we were spending like, 500 K a month on ads, right?”
Puri: Top short drama apps generate up to $315M annually
“Revenue of the top four apps. A hundred fifty million, that's number four. A hundred sixty million, that's number three. Two hundred seventy-five million annual. And the top one, three hundred and fifteen million dollars.”
Parr: James Altucher's newsletter Choose Yourself Financial generated $130M in revenue
“And his newsletter, Choose Yourself Financial, did a hundred and thirty million in revenue last year.”
NYT Profiles Still Drive Massive Customer Influxes for Tech Startups
“I am friends with a lot of startup founders who tell me that, like, oh, we got a profile in the New York Times, and we had the biggest influx of customers we've had ever, or we got mentioned, you know, a write-up on here, or whatever it is, and the same thing …”
Parr: US government wasted billions failing to digitize retirement records
“And since since the 19 eighties, They have spent hundreds of millions. It's approaching billions of dollars to digitize this. It's failed every time.”
Puri: OpenAI sought SoftBank funding at a $240B-$250B valuation
“They just, they were just trying to raise from Massa and SoftBank. At a two hundred fifty billion dollar value. Two hundred fifty billion dollar, two hundred forty billion dollar valuation.”
Puri: Elon Musk pays others to boost his Diablo ranking
“The Diablo thing, I'm certain is cap. Like, I am certain that he's paying people to do that.”
Puri: Joe Lonsdale has founded more billion-dollar companies than anyone in America
“It was Joe Lonsdale, a billionaire who started more billion dollar companies than anyone else in America.”
Toy company ZURU generates several billion in revenue and $1B in profit
“They do a few billion dollars a year in revenue. They do a billion dollars a year in just profit.”
Parr: Scott Galloway bought $1M FTX claim for $250k and sold for $900k
“Scott said the numbers. He goes, I bought 250,000 dollars worth and I sold, I bought a million dollar claim for two 50 and I sold it for 90% of the million. So he like tripled his money.”
On-demand food delivery startups like Sprig wasted roughly one-third of their food
“And the problems are, one, they're wasting a ton of food. Like you cannot predict how much food you need on any given day. And they were like, yeah, we have this AI model, like we're going to Predict if there's a Giants game, it's this, if this, it's actually …”
Sheel Mohnot claims there is no evidence Yelp extorts businesses over reviews
“I never found any evidence of that actually happening, though. Like, people have been, like, Provide me evidence, and I don't think there's actual evidence of that happening. There is with the Better Business Bureau, by the way, but not with Yelp, from what I …”
Puri: LeetcodeWizard makes $15,000 MRR helping candidates cheat on coding interviews
“There's this website, leapcodewizard.io, and basically, it just helps you cheat on your coding interview.
It's like, oh, you got a coding test to get a job?
Just use this.
Watch, it'll, it'll, it's the same thing as a student.
It'll write the essay for you, ba…”
Puri: Cathie Wood makes $100M a year to underperform market indexes
“She underperforms the indexes, and has over like a 15 year period, and makes a hundred million dollars a year to underperform the index.”
Sam Parr: Meetup.com founder Scott Heiferman now works in an Amazon warehouse
“And as of late, if you go to his LinkedIn, he has not made an ordeal out of this. This is all other people like us talking about it, making an ordeal out of it. But now he's an Amazon warehouse worker and he's working in the Amazon warehouse and he kind of is …”