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 40 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
Bier: FTC will block Meta from acquiring competitors to fix growth
“The regulators the FTC they won't re they won't sign off on any sort of large acquisition of a user base. So They're losing users from an engagement from these two other competitors. And at the same time, they can't really buy their way out of it like they did…”
Isenberg: Niche agent-first action apps will be acquired like Instagram was
“Like I think someone can go and create a studio that just focuses on action apps. And I think those, you know, assuming they're picking the right niche, assuming it's a real pain point, assuming the customer has willingness to spend on that pain point. There's…”
Isenberg: App and Web Users Prefer Video Over Reading Text
“People don't want to read anymore. So if you're designing a website, if you're building apps and stuff like that, you know, they're used to Instagram stories. They're used to just consuming YouTube. They're used to consuming video.”
Fricks: Starting with zero followers provides a distinct algorithmic advantage
“Zero followers is actually usually an advantage because if I have an account, let's say I have a personal account and I start posting content that is not relevant to my audience. Instagram pushes that video out to your audience first or like whoever your audie…”
Schneider: Rupa Health attracted healthtech investors using paid Instagram ads on CEO
“I mean, this is like a playbook that we ran when we were at Rupa. We're like, cool. We're going to like grow the Instagram account of the CEO and also like the company. And then use that as a leverage point because all of the people that were in, like, you kno…”
Huber: Elon Musk is pushing X toward a TikTok-style all-video model
“Twitter is changing so fast, and I think Elon is, Elon knows what he's doing, and he's chasing engagement, chasing daily active users, and it's going to point him towards a TikTok, Instagram type model. So I'm worried that we're going all video over time on Tw…”
Isenberg: Founders should dial in messaging organically before running ads
“I don't think you should start with ads though. That's my take. Because I think in order to create ads that are really high, highly performing, you have to have your messaging Pretty dialed. And I think the best way to get your messaging really dialed is to do…”
Schneider: All local search discovery is moving toward social platforms
“Like all searches are going to go towards this. This is where it's starting. This is where discovery is starting from a person's marketing journey now.”
Isenberg: Instagram Broadcast channels fail because inboxes are overcrowded
“I've been playing with a few and it's, I can see the look on Jordan's face. It's not it. I don't love it. And the reason I don't love it is this for the reason that you brought up Theo, which is people are ready underwater when it comes to their inboxes. So ba…”
Rogenmoser: AI media cannot replace the human connection on Instagram
“I don't know if just pumping out a bunch of like super cool images is, is a replacement for Instagram and knowing what your friends are doing and knowing what that, you know, knowing what Beyonce is doing and like, you know, I think you're getting something ou…”
Isenberg: AI Solves the Cold Start Problem for New Social Networks
“Building AI based social networks is a lot easier than building
Regular social networks, because if you're building Instagram in 2009, you have to figure out how can I get really interesting content creators on one side?
How do I get the right people on and to…”
Katayev: Advertising Arbitrage Windows Shrank from Six Years to Under One Year
“The windows of opportunities are starting to get shorter and shorter. So like you're talking about 2002 1006, well, it's affiliate market or really search. Like I look at it more on the search side, right? That's the, I have like a six, nice six year window. B…”
Bloom: Twitter's Ad Stack Underperforms Rivals in Direct Response
“Their ad stack sucks. They serve up really bad ads. There's no signal, really bad conversion. Like it's just a bad ad stack. And so when advertisers are comparing it to like Snapchat, Instagram, you know, TikTok, all the other places they can advertise, it's n…”
Isenberg: Creators gained 100k Instagram followers posting Remotion videos
“I know multiple people who've gone from zero to a 100,000 Instagram followers. By doing re-motion videos.”
Isenberg: Senior Brain-Training App Could Generate $5M to $15M ARR
“If you can actually build that, like I could see how you, this could be a five, 10, fifteen million dollar ARR business on top of it, right? You start with Instagram reels and you probably focus on Facebook. Like the seniors are on Facebook.”
Isenberg: Top App Builders Focus Distribution Exclusively On A Single Channel
“So the mistake a lot of people make is they're trying five different channels, 10 different formats. No, I think, you know, the people that really crush it here are focusing on one channel.”
Small teams can use AI mural mockups to generate viral buzz
“Like if you're not Google and you're a team of 20 people or even less, like you can put this on Google, I'd say you can put this on X or something or Instagram and People will be like, whoa, like, Where's this mural?”
Isenberg: Automated content tools fail for 95%+ of users without storytelling
“For 95%, 97% of people using tools like RealFarm, they're probably not gonna crush it, but if you know how to tell stories, and you tell interesting stories, yes, of course it's gonna be valuable to get traffic to whatever it is you're doing.”
Fricks: Comment Automations Are Highly Effective for B2B Products
“Yeah, I think that's a huge thing, especially for business to business. Things are like tools and guides. You could definitely use like tools like Manychai. Like automations are probably a huge addition. If you can get the initial virality, like if you're just…”
Isenberg: Social media bios should target non-followers in your ICP
“The mistake a lot of people make around Twitter bios or Instagram bios is they focus on people who follow them already, not followers. Sorry, people who follow them already, not non-followers. Your bio is for people who land are not following you, and your goa…”
Pogrob: Removing Twitter handles from Instagram text posts dramatically boosts sharing
“I think removing your Twitter thing is so useful because Instagram posts, especially texts, they get shared. They grow from people sharing on their stories and most people don't want to share A quote with someone's little face and Twitter at they want to share…”
Clouse: Winning the distinct micro-games of both Twitter and Instagram is difficult
“It's really hard to like win the micro games of multiple macro games. That's why it's hard to be successful on Instagram and Twitter simultaneously.”
Isenberg: 95% of MVPs could just be a WhatsApp group
“95% of MVPs could be a WhatsApp group. You know, like, or an Instagram or a TikTok or a Twitter account, you know, it's a free account that you can just start inviting people and start with your friends.”
Postma: Instagram and TikTok Will Introduce Text-Prompted AI Face Editors
“I think what Lanza is eventually gonna do, but I'm pretty sure Instagram or TikTok is gonna go there. It's like, you will have your own editor of your own face, where you can just type in what you want to see right now, and it just outputs the photos for you. …”
Isenberg: 0-to-1 consumer social is 90% art, post-PMF is 90% science
“When you think about zero to one consumer social, it's probably 90% art, 10% science. Now, once you actually build some level of product market fit that changes over time. And, you know, if you think about like Facebook, like, you know, they had Instagram and …”
Isenberg: Instagram Trial Reels Distribute Video to Non-Followers for Free
“There's a setting in there that says enable trial reels. Enable that trial reels thing, and then upload, ah, one of your videos, which is a reel. Yeah, exactly. And it'll literally share the reel with non-followers. For free. So you can see if it's going to re…”
Isenberg: Founders can find AI SaaS opportunities by searching social media complaints
“You don't necessarily have to ask people or be one of those people to come up with one of these patterns. You can also just go online and start searching and seeing what on platforms like Reddit, X, Instagram, what are people complaining about? And figuring ou…”
Park: Train Dedicated Social Accounts to Automatically Source Niche Influencers
“Like it's a great way to find influencers, and I don't know too many people that do it, is once you have a list of influencers you could create a new Instagram or TikTok account, manually follow all these influences. You don't follow anybody else. You manually…”
Schneider: Fan Contact Sign-Ups Cost Under $1 via Instagram Ads
“We're getting people to sign up for like under a dollar on this.”
Schneider: Rupa Health acquired 100,000 Instagram followers for 30 cents each
“This is how we grew this like musicians. Instagram is entirely through that process. We were getting followers at one point at like 30 cents a piece. And so this is just this way where you can work back into the number like, oh, I want to hit a 100,000, you kn…”
Yadegari favors Instagram-style activity feeds for single-player utility apps
“I've actually really liked the concept of just showing a log, kind of like an Instagram feed of your content, even if it's a single person utility app.”
Josephs: Pelosi Tracker and Politician Trade Tracker each have 750K followers
“I've personally built that Pelosi tracker with the help of my team, it's not just me, but to around like 750,000. On Instagram, we have another account called the politician trade tracker, which has around 750,000.”
Kerner: Facebook Reels allows clickable comment links unlike Instagram
“In Instagram, key differentiator, you can, there are no clickable links in the comments. On Facebook, there are.”
Cole: Instagram's CEO stated direct messaging is the app's most used feature
“The Instagram CEO went on some podcasts and he was like, yeah, the most used feature on Instagram is not the feed, not the Explorer, but it's DM. Because Gen Z and young people are just sending content to each other in their DMs all day”
Tabah: Building social apps requires balancing Format, Utility, and Niche
“One of the frameworks that we came up with Greg, In 2020, if you still use today and it's still fire is the fun framework for how to build a new social minded products and fun is format, utility, and niche. And I love that framework and it's still is burned in…”
Nickson: Built and sold Instagram communities totaling over 10M followers
“And I've built and then sold now a lot to a lot of communities, specifically on Instagram, because that's just where I've sort of like, almost like I probably spent my most time You know, on the internet, on Instagram, so I built a ton of communities, you know…”
Josephs single-handedly built over one million social media followers
“We've built a million plus followers through this idea. And it's just been me. I've run the Twitter accounts. I run all the TikToks. I run the Instagrams.”
Khan: 90% of Instagram status updates are location broadcasts
“Those status updates are, I would say, at least in my feed, 90% of it is just people telling their friends which city they're in.”