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.

2statements match

2resolved → 0open claims → 1supported → 0contradicted →

why aren't all 2 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

Prediction Held up

Laffont: Top AI and tech unicorns will likely IPO within 24 months

“You know, some of them will probably go public in the next 12 to 24 months, so that'll be kind of one impact of it”

Thomas Laffont Mar 6, 2026 ▶ 7:59 Thomas Laffont, Coatue - Anthropic, Citrini Paper, AI Volatility & Next Mag 7 · Sourcery with Molly O'Shea

Assertion Partly supported

Laffont: Broadcom grows at 40% while trading cheaper than SaaS companies

“Avago, as an example, is growing almost 40%, right, Avago Broadcom, and it's trading at a cheaper multiple of gap earnings.”

Thomas Laffont Mar 6, 2026 ▶ 12:12 Thomas Laffont, Coatue - Anthropic, Citrini Paper, AI Volatility & Next Mag 7 · Sourcery with Molly O'Shea

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.

The Ledger

Turn any episode into a week of clips.