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 Supported
Reses: Yahoo and Alibaba stopped speaking despite Yahoo's 40% stake
“If you remember, there was this dynamic where Carol Bartz had been in this contentious fight with Jack Ma that was widely chronicled, and the two companies stopped talking to each other, even though Yahoo owned 40% of Alibaba.”
Jackie Reses May 28, 2026 ▶ 3:17 She Bought a Bank for $56M. It's Now Worth $1.5 BILLION · Sourcery with Molly O'Shea
Opinion
Masayoshi Son focused purely on high-level approval, leaving execution to others
“Masa would almost just assume that everyone else would do it, and he would take the big picture concepts of it and just decide whether he was comfortable with it or not. And so it's almost the opposite of the way I work. I can't even fathom operating like that…”
Jackie Reses May 28, 2026 ▶ 12:12 She Bought a Bank for $56M. It's Now Worth $1.5 BILLION · Sourcery with Molly O'Shea
Opinion
Reses: Yahoo's Alibaba tax bill would be among largest in corporate history
“I think it was going to be one of the largest tax bills ever paid in corporate history.”
Jackie Reses May 28, 2026 ▶ 25:25 She Bought a Bank for $56M. It's Now Worth $1.5 BILLION · Sourcery with Molly O'Shea
Disclosure
Banister: I am actively seeking to back the 'Alibaba of the Americas'
“I am still looking for the Alibaba of the Americas. I haven't found it yet. I'm still turning over stones there trying to find, so I always like to put that out there in, in the wild in case someone claims they have that company. I've had many pitches, none of…”
Cyan Banister Jul 10, 2026 ▶ 1:15:09 "Dig Through Your Couches. SpaceX Needs It." Cyan Banister on Luke Nosek's Pitch · Sourcery with Molly O'Shea
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