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 495 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
Isenberg: Twitter algorithm currently favors image posts
“The Twitter algorithm favors images right now.”
Shallard: Anticipating social accountability improves goal follow-through up to 100%
“That, you know, the science on it is like case closed, overwhelming evidence, just even the anticipation of social accountability that it might happen is shown to improve people's follow through on goals by up to a hundred percent.”
Nickson predicts fully AI-generated streamers and influencers by late 2023
“Obviously by the end of the year, we're going to have fully AI generated streamers, influencers, et cetera.”
Sharma: Capturing phone numbers converts at half the rate of email
“The conversion rate of grabbing somebody's phone number is You know, probably half, if not lower for most brands than what it is to grab email.”
Finkelstein reveals Supreme finally migrated its online store to Shopify
“Supreme was one of the stores that I always wanted on Shopify, like, for decades, for, like, as long as I've been in Shopify, I wanted Supreme on, and they came on on January, in January to Shopify”
Greathouse Fall: ChatGPT generates unique business ideas from identical HustleGPT prompts
“When you prompt the bot you know, with pretty much my original prompt verbatim, it's giving different ideas for everyone who approaches it, which I think is really interesting. It's not just spitting back the same thing over and over.”
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. …”
75% of heirs fire their parents' financial advisor immediately upon inheritance
“75% of those heirs, when they receive that money, fire their parents' financial advisor the same day they get that money.”
Huber: Private equity is actively buying large mobile home park portfolios
“And there's appetite right now from private equity to buy big chunks of mobile home parks.”
Rief: Morning Brew is a $70 million advertising business
“And we, you know, and again, it's all relative to a seventy million dollar ad business. So if you sell half a million dollars of swag a year and that's your cap, the question's like, well, you know, it's nice, but it's not going to move the needle.”
Tossell: AI will automate end-to-end ad copy, imagery, and performance optimization
“You could even have ads being optimized, like AI could be writing the copy and showing and generating image and then all of a sudden it'll swap and change a few things and it'll see what that CTI was much better. Let's go with this one. And then they just opti…”
Tossell: AI verification systems will detect fake videos
“I think we're going to be able to tell, like there'll be a system that you can plug in and say, tell me if this video is fake and it'll say fake or whatever.”
Andy Dunn: Over 80% of retail spend remains in brick-and-mortar stores
“The truth is that 80% plus of retail is still spent in brick and mortar stores.”
Jin: DeFi protocols remained resilient and operational throughout the crypto crash
“All of the DeFi protocols are still working, but they've been incredibly resilient during this period of broader turmoil. And I think it's really important to note that because in those instances and in the DeFi world, users know exactly what is happening with…”
Ball: Fortnite's Travis Scott Concert Ran Across 250,000 Separate Simulations
“There were over 250,000 simultaneous simulations of that concert, none of which were precisely in synchronization. I mean, some of them probably were, but think of them as being 20, 50, 80 milliseconds separated, a minute separated. And each of those simulatio…”
Ball: Top Five Battle Royales Dwarf Traditional Gaming Audience Size
“The entire traditional gaming industry has about 250 to three hundred million people in it. And yet the top five battle royales were reaching several hundred million people per day, many of whom had never participated.”
Bloom: Kids Swim School Franchises Make Millions per Location
“I was looking it up the other day, the unit economics on the boxes, like they make a couple million dollars per box with like really high margins. Cause it's literally just a pool. Like it's not a fancy place.”
Bloom: Aku World Smart Contract Bug Permanently Locked $33M
“In their most recent drop, which was a error in the code around the smart contract that was exploited and caused about thirty three million dollars to be locked forever in the smart contract.”
Bloom: Hackers drained $625M from Axie Infinity unnoticed for six days
“What really happened was that someone got access to the private keys that stored the funds that existed in the, like, Ronin bridge that was kind of between
between currencies and into the game and someone took six hundred twenty five million dollars worth of…”
Trinh: Axie Infinity announced only a $150M recovery fund for $625M hack
“They only announced a hundred fifty million dollar recovery fund for the 600, which is like, no, like if you're going to do it, you got to go one-to-one on recovery, like find, like in this space, you can find the people to do it, you know?”
Bloom: Buffett deducted Goldman Sachs banking fees from Alleghany deal
“This past week he did a deal for Allegheny and he structured the deal and he said, I'm not paying bankers a Dime in this deal. And he cut the deal price by a certain amount because he said, I am not paying Goldman Sachs a dime on this transaction.”
Wyatt: Gaming startup capital reached an all-time high in 2022
“There has never been this kind of capital being deployed to entrepreneurs in the history of gaming.”
Isenberg: OpenSea was not hacked in 2022, users were phished
“OpenSea wasn't hacked. People were being phished.”
Sanchez: Average small business acquisition price is 2x to 3x profits
“The average price when you buy a business is two to three X profits.”
Friedberg: Animal protein production requires 30x the energy it produces
“The whole animal system to make all the animal proteins that we as a species consume requires roughly 30 times the energy going into that system as the energy coming out of that system.”
Friedberg: ITER is spending $60 billion on a plasma fusion system
“There's a big research program in Europe called iTare. They're spending about sixty billion dollars trying to make the first demonstration system of plasma fusion.”
Bloom: Meta estimated Apple's ATT would cause a $10B hit in 2022
“Basically, this was, it was ten billion dollars that was gonna be the impact to Facebook in 20, 22 was what they said on the earnings call, which, as he pointed out, is a, it's a pricing change because it's the level of price you can charge to the advertisers,…”
Isenberg: Bud Light partnered with Nouns DAO for Super Bowl commercial
“Nouns just published or sorry, Bud Light just partnered with Nouns and they released a Superbowl commercial. It's going to be on the Superbowl. The Superbowl is this Sunday February, whatever Sunday is. And they just did the release of it. And in the Bud Light…”
Isenberg: Tai Lopez turned RadioShack into a decentralized crypto exchange
“Tai Lopez, you know, famous YouTuber has been buying up old brands and love him or hate him. He's done a good job at buying a lot of these brands and he's turned Radio Shack into a Uniswap competitor, which is Uniswap for those who don't know is basically in a…”
Bloom: Spotify's per-stream artist payout is far lower than Tidal's
“When you look at Spotify relative to other music streaming platforms, they are way lower than others, way lower than Tidal and some of the other players in terms of the average payout per 1000 streams for the artists.”
Billy Markus: Dogecoin was forked directly from Bellscoin
“It does exist in the form of Dogecoin cause a Bitcoin or a Dogecoin is forked directly from Bell's coin.”
Apolo Ohno: Olympic athletes do not own rights to their competition moments
“The challenge that we had that I ran into very quickly was that the athletes actually don't own the rights. To their own shit.”
Greg Isenberg: Twitter Monetizes Better Per User Than Snap and Discord
“Like, I will say that Twitter does monetize better than Snap and Discord.”
Goetz: 40,000 Americans Remain Incarcerated for Cannabis Charges
“Like, we still have 40,000 people sitting in jail for cannabis charges when it's, like, not yet federally legal.”
Isenberg: Skill Spectre scans AI agent skills for security vulnerabilities
“It can scan AI agent skills for security issues things like prompt injection, data exfiltration, supply chain risk, hidden instructions, basically any malicious patterns and MCP related risks Skill Spectre has your back.”
Isenberg: Phone Harness controls iOS and Android devices without jailbreaking
“Phone harness connects an agent like Codex or Cloud Code to a real iPhone or Android. Super cool, right? For iPhone, it uses Mac iPhone mirroring, and for Android, it uses ADB, so you don't have to, like, jailbreak it”
Schneider: Automated outbound email infrastructure costs roughly $200 to start
“So in total, you know, out the door to get going on this, the infrastructure costs can be in that range of about a hundred dollars to get started, or sorry, about 200 dollars to get started for the sending software and then also the inboxes.”
Gannon: HubSpot acquired AI tool directory Futurepedia
“One of those is futurepedia.io, which is a really big, you know, tools directory, AI tool directory websites. They were actually just acquired by HubSpot.”
Dan Shipper: Codex plugin converts recorded screen actions into automated skills
“And the way it works is you can just you just start it by saying, can you just watch me do this? And it will record your screen as you do a task and then turn that automatically into a skill to do it in the future.”
Aaron Levie claims Box sees incredible legal outputs from Fable 5
“I think it was Aaron Levy from Box actually said that just in terms of legal You know, he, they've been seeing just incredible outputs from Fable Five.”
Isenberg: Codex Sites Cannot Be Deployed to Custom Domains Publicly
“Today, you can't publish these websites, at least not to my knowledge, you can't publish these websites on your own domain and go and deploy it publicly. These are internal apps that you can share with your team right now.”
Isenberg: Community company Fabric hosts 75+ gatherings monthly across 500 members
“The other company that's really interesting in this space is a company called fabric. So you can see they do 75 plus gatherings per month, month. They're in New York and Chicago. They've got 500 members.”
Cal AI currently generates $50 million in annual recurring revenue
“Cal AI, which does fifty million in ARR”
Rowan Chung gained 400,000 followers in two years using an AI avatar
“He grew his account from like zero to almost 400,000 followers in like the last 1824 months. And he does sit via his AI avatar and he talks about different, you know, news, news items.”
To: Google released design.md as a cross-medium design blueprint
“Google just came out with design.md, and this is one way to create a blueprint to take one beautiful design, Whether you made it or not, and then spread throughout the, all the formats and the mediums for your startup idea, right?”
Wilkinson: Constellation Software's stock has been cut in half
“I mean, look at Constellation Software. Their stock has been cut in half like that.”
Wilkinson: Garry Tan built GBrain as a personal vector database
“Gary Tan is a friend of mine and he basically built this vibe coded project where he wanted a vector database for personal kind of knowledge base. So really quick ability to draw from a large base of Markdown files on your computer. So basically trying to solv…”