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 12 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
Morris: Seat-based SaaS business model is broken by agentic AI
“This is a business model that's worked for 20 years, and the market is looking at this and saying the business model is broken, and it's broken by Open Claw in combination with AI and what Open Claw can do with AI.”
Kuno: Cryotherapy enables rheumatoid arthritis patients to stop immunosuppressive drugs
“So we have people as an example with rheumatoid arthritis, and many of them were on immunosuppressive agents. You've heard about Humira and all these advertised, right? They bring your immune system down to manage the overreaction that causes this joint proble…”
Kuno: Umbilical cord stem cells recognize cancer cells and trigger apoptosis
“Umbilical cord stem cells are from newborns, from healthy c-section births. It's the birth tissue that usually gets discarded. Now, these cells don't have a fingerprint. They become your own cells to some extent, but they also recognize cancer cells, and they …”
Muller: Photography Is Safe from AI Because Image Generation Requires Base Photos
“Fortunately, photography's not something that you're at risk, and here's, here's the why. To do AI and to make the cat swimming on the lake with Brad Pitt, you need those photos. You need a photo of a cat. You need a photo of the lake. You need a photo of Brad…”
Mike Lazerow: Timing Is the Only Factor Correlated with Venture Success
“Timing is number, like, in venture, it's the only thing that's correlated to success.”
Dr. Kuno: Preclinical Studies Show Ivermectin Triggers Cancer Cell Apoptosis
“There's a combination of what is it? Mabendazole and ivermectin, for example. Couldn't say that word like three years ago, you know, but again, this was something that predates COVID. It's been studied to treat cancer. Has some good mechanism where triggers ap…”
Fifield: Landlords Can Remove Affordable Housing Designations by Moving Children In
“You can also use the Ellis act. And if you have your children that are living in this building, you can take affordable housing and make it market rate housing.”
Fifield: Few women in real estate are willing to sign loans
“You don't find a lot of women. You know, in this business that are willing to sign the loan and take the risk.”
Morris: Knowledge Boosts Real Estate Returns to 60-70% But Degrades Stock Returns
“However, a bit of knowledge In, in real estate or just aligning with somebody who has a lot of knowledge in real estate moves you from four and a half percent to conservatively, 60% or 70%. And that even a lot of knowledge moves you essentially from 10% backwa…”
Morris: Buyers who refuse to pay full agent commissions get worse deals
“If I'm not paying full commission, I'm not getting a good deal. Period. Full stop.”
David Bailey opposes rent control generally but supports it for seniors
“I am not a proponent of rent control. I think it stifles, stifles development. It doesn't do what it's supposed to do. However, I am in favor of rent control for seniors, because I do not feel, based on increasing rents, that the elderly population should be, …”
Art stored in international freeports like Geneva avoids capital gains tax
“Artists considered immune from capital gains tax, okay? If you sell your shares in, in a stock, you're taxed. Sell your Picasso, untouchable. You go into another country, now you put it into Geneva into a Freeport, you're not taxed, and that's legit.”