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 15 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
Coogan: Readers do not care if good content is AI-written
“The revealed preference is probably that people don't care if it's good and they enjoy the content”
Coogan: Independent Analysts on X and Substack Are Moving Markets
“The X and sub stack, like independent researchers and analysts are really moving the markets.”
Hays: Substack benefits because X is distracted by its xAI integration
“So much of Substack's opportunity right now is just that X is rolled into XAI and is like not operating, you know, as like a pure play standalone company.”
McCormick: Creator egos make Substack newsletter bundles nearly impossible
“That actually I think in practice, like when you, when you're like dealing with people who have kind of like egos and think that their own thing is like the thing most important are really, really, really hard to pull off in practice. Like I wouldn't want to b…”
Hays: An anonymous collective of Substack writers could crush right now
“I think a sub, a really, really well executed sub stack that was entirely anonymous, a collective of anonymous writers could crush right now.”
Lulu Cheng Meservey's Anti-Woke Substack Recruiting Post Reached 100 Million Views
“Well, it's because they took a very contrarian position on free speech. And Lulu had that insanely viral recruiting post. Do you remember this? She was like when Elon bought Twitter, She said, if you have a problem with Elon bringing free speech to Twitter, do…”
Donald Trump Could Have Quickly Built a $100M ARR Substack
“Yeah, and Trump could have thrown up a sub stack and gotten to nine figures of ARR very, very quickly. But he wouldn't, it would have taken much longer to become a billionaire that way.”
Substack launches Pangram-powered AI detection for posts and comments
“Substack is launching an AI detection feature via an integration with Pangram. Going forward, you'll be able to scan posts, replies, and comments on the Substack app to see an estimate of how much of it was written by a human or with AI assistance.”
Lynch: The New Yorker Sees Subscriptions Spike From Deep Investigative Pieces
“When we come out with these really deeply researched investigative pieces that, you know, we have a huge army of fact checkers at the New Yorker that Comb through every single word so that when it is published, it has really, really been thoroughly fact checke…”
Coogan: Independent researchers on X and Substack are moving markets
“We as in, not us, but the X and sub stack, like independent researchers and analysts are really moving the markets.”
Sundberg: Legacy media will partner with Substackers rather than raise staff comp
“I see traditional media companies more likely to start doing, like, handshakes with Substack writers than starting to completely restructure how they're paying their staff.”
Hays: Physical print editions for Substack writers is a viable business
“I honestly, hilariously think that there's a business to be built of going to all the sub stack writers and saying, I will make a high quality printed version of your sub stack.”
Companies Facing Crises Should Hire Lulu Cheng Meservey
“She was at, she was involved with Activision, which went through a bunch of crazy stuff. She was involved with Substack, so it's like, hire, hire her if you want to, like, drive through the fire, not if you want to, like, you know, try to get around it, right?”