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 7 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
Barton: Google and OpenAI Pay Reddit ~$50M Annually for Training Data
“I think it's ballpark, fifty million dollars. For Google, so Google pays Reddit, fifty million dollars a year to kind of, ah, have trained in the past on it, but B, have updated data, and, ah, ChatGPT does the same thing.”
Michael Barton Oct 23, 2025 ▶ 1:03:08 Inside Coatue: $70B Hedge Fund’s AI & Retail Strategy · Sourcery with Molly O'Shea
Assertion Partly supported
Agrawal: ChatGPT exhibits rare retention 'smile curve' like TikTok and Instagram
“And ChatGPT exhibits a smile curve. The other apps that exhibit smile curves are Instagram, and TikTok.”
Apoorv Agrawal Aug 27, 2025 ▶ 10:21 Understanding OpenAI’s $500B Valuation · Sourcery with Molly O'Shea
Assertion Contradicted
Agrawal: ChatGPT Daily Time Spent Exceeds Mainstream Social Apps Like X
“On, in terms of time spent, you know, we've published this analysis. They are far and above time spent per user per day compared to any of the other apps AI apps today. Actually not just AI apps. I, you know, one of the analysis we did is they are now larger t…”
Apoorv Agrawal Aug 27, 2025 ▶ 9:35 Understanding OpenAI’s $500B Valuation · Sourcery with Molly O'Shea
Prediction Held up
Tunguz: Consumer AI will surpass one billion users in 2025
“So you're kind of approaching the billion user number in consumer AI. I think we'll definitely surpass that this year.”
Tomasz Tunguz Jan 23, 2025 ▶ 2:54 Inside Theory Ventures: Tomasz Tunguz’s $688M Thesis on Go-To-Market Disruption · Sourcery with Molly O'Shea
Assertion Supported
Ramaswamy: ChatGPT has nearly one billion users
“Value is being created by all the users of ChatGPT, nearly a billion of them.”
Sridhar Ramaswamy Jan 23, 2026 ▶ 7:08 Snowflake vs Databricks: The AI Data War | CEO of $SNOW · Sourcery with Molly O'Shea
Assertion Contradicted
Diamond: Saturn hits #2 in App Store during summer, beating TikTok
“During the summer months, you know, we reach number two on the entire App Store, number one in productivity, ahead of some great tools like ChatGPT and others, TikTok”
Dylan Diamond Feb 21, 2025 ▶ 6:15 Taking on an $80 Billion Dollar Market with Gen Z | Dylan Diamond · Sourcery with Molly O'Shea
Assertion Contradicted
Josephs: Autopilot has $40M copying an AI-generated ChatGPT investment portfolio
“That got us the top 15 in the App Store. And I think now we have forty million dollars following that GPT portfolio.”
Chris Josephs Apr 18, 2025 ▶ 40:02 Inside the $350M Pelosi Stock Tracker · Sourcery with Molly O'Shea
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 160 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.