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 3 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 Partly supported
Barton: OpenAI has 800M WAU with engagement rivaling Instagram
“OpenAI's got, what, like, eight hundred million weekly active users. Spending, like, spending, by my estimates, close to the amount of time every day that is spent on Instagram.”
Michael Barton Oct 23, 2025 ▶ 53:31 Inside Coatue: $70B Hedge Fund’s AI & Retail Strategy · Sourcery with Molly O'Shea
Assertion Partly supported
Barton: Meta GPU recommendation upgrades drove a 15% Instagram usage jump
“And if you look at Instagram time spent, basically it was flat for, I don't know, maybe 18 months to six months ago. And now, you know, you would spend 40 minutes a day, and now that's gone up like 15% in just the past six months, because they basically took t…”
Michael Barton Oct 23, 2025 ▶ 14:09 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
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