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 469 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
Srinivas: Perplexity is building a browser to capture broad user context
“That's kind of one of the other reasons we wanted to build a browser is like, we want to get data even outside the app to better understand you. Because some of the prompts that people do in these AIs is It's purely work related. It's not like that personal. O…”
Roy Lee: Amazon interview stunt was aimed at viral distribution, not employment
“I was never intending on taking the job at Amazon. The impetus for everything was I did a bunch of legal questions thinking that I would work at a big tech company one day. I really hated it. And at a certain point I kind of just thought I really want to build…”
Lee: Cluely's ultimate end state is a brain chip using AGI to think
“Ultimately though, what we want the end state of the product is a chip inside your brain that lets you use AGI to think that, that is the ultimate end state.”
Lee: Cluely plans to hire 100 interns as summer content farm
“We're probably gonna hire about a hundred interns. And we're going to turn them into like sort of the ultimate content farm over the summer.”
Doricko: Rainmaker will launch a land fund in 2026 to terraform desert
“I'm going to wait until Q one or Q two, 26 to do this, but we're just going to stand up a land fund and we're just going to start buying up the land that currently isn't arable, primarily in Arizona and California, because the same acre of land that's worth li…”
Sequoia Acts as Cutthroat 'Front Stabbers' for Maximum Round Allocation
“Sequoia, you know, we are as cutthroat as it gets, right? Like we are front stabbers, you know, we'll, we'll, like, we don't hide that in general we want to do usually as much of a round as we possibly can.”
Rauch: Vercel tested Cloudflare for edge middleware before building its own
“We tried really hard to use Cloudflare. We were a customer. We tried it out for a new compute product, which coincidentally it was edge middleware and it didn't work out for a number of reasons.”
Rauch: 5% of Vercel signups come from ChatGPT, growing 30% MoM
“We see five percent of our Vercel signups that also happen to be some of the highest intense signups coming from ChatGPT. Which is up from being like, one percent or less than one percent six months ago. And it's growing. I didn't share the growth metric, but …”
Anduril targets tech-heavy, sales-poor defense startups for M&A acquisitions
“I won't say publicly on the Technology Bros podcast that we want cool technology companies to fail because they're bad at business development. But those do present interesting opportunities for us from an M&A perspective, for sure.”
Ohanian: Frank McCourt's TikTok bid aims to migrate users on-chain
“Frank McCourt's the big dog here. He called me up and was like, Hey, I'd love to get you involved. And he already had his instincts were around building something on chain, you know, using this and the massive user base of tick tock to, you know, basically ove…”
Rabois wants to fund next-generation AI that completely obsoletes LLMs
“I would love to invest in something that's a next generation replacement for LLM. It's not a better LLM, but something that will, you know, transforms a pretty good double tundra, but that's something that would Be a you know, complete it would make LLMs obsol…”
Jordy Hays claims to have repeatedly defeated editor unionization attempts
“We've dealt with our own our editors trying to unionize over and over but we are always able to win.”
Hayes: Pre-revenue portfolio companies are receiving multi-hundred-million-dollar valuations
“I have portfolio companies that are getting, you know, multi hundred million dollar valuations with no revenue yet. Right. It's like very, it's a little frothy.”
Shkreli was offered a $100M block of Anthropic stock during liquidations
“And we got offered a look at a hundred million dollars of Anthropic stock, which we were puzzled. Puzzled by, you know, sometimes you see these SPVs, sort of interest comes across you know, here and there, and we thought that was interesting.”
Kalanick Consolidated Mining, Transport, and Food AI Ventures into One Holding
“So then what we did is we put the companies together and then sold the equity in a singular entity.”
Paul: Anti Fund accessed SpaceX and xAI rounds through Jared Birchall
“Going into SpaceX and XAI, working with Jared Burchill to get into some of those rounds and then, you know, you're liquid very quickly.”
Prince: Cloudflare hired 1,111 college interns in one summer
“Cloufter's about, what, 5000 employees a little bit less than that now. But we hired 1111 interns this summer. So straight out of college.”
Lynch: Condé Nast Will Always Rely on Human-Created Content
“We're going to always have human created content. First of all, I think it's what our, I know it's what our audiences expect and want. Secondly, we have no competitive advantage over just creating AI-generated content. There's, that doesn't leverage any of the…”
Lynch: Condé Nast cut tech teams to 3 people, tripling their speed
“These teams that were 10 or 12 people became three or four people, and they moved at three times the speed.”
Chesky: Airbnb Is Moving More Aggressively Into Hotel Listings
“I don't think we'll ever be a hotel dominant site, but we are going more aggressive into hotels.”
Cohen: Majority of personal net worth will be tied to eBay deal
“Well I haven't done the math, but if things go correctly, then it better be the majority. Otherwise I'm wasting my time.”
AMP plans to raise roughly $6.5 billion more in 2026
“We need to raise another roughly, you know, six and a half billion dollars this year, and a lot, and more is getting committed by the day.”
AMP provides billions in compute at cost to portfolio companies
“Look, I don't want to get sued by shareholders for whom it's not legible why I'm giving away billions of dollars of compute at cost of portfolio companies, right? Because that's what we're doing.”
Coatue informs founders of late-stage competitor investments without asking their permission
“If I view a perceived conflict between companies even if they're later stage, I will always let the founders know. Directly. And I'm not asking for their permission.”
TBPN will sit in OpenAI's strategy org reporting to Chris Lehane
“TBPN will sit within our strategy organization, reporting to Chris Lehane”
Cuban: I Mandated Cost Plus Watermarks on My OpenAI Sora Clones
“I made a condition so that at the end of every video that used my likeness, you had the, it showed the logo for Cost Plus Drugs. So smart. So smart. And it's been used like hundreds of thousands of times, and I know we've seen a bump as a result.”
Atoms Is Expanding Beyond Food Into Industrial Mining and Transport
“We're still doing the food thing, but then we're adding mining and transport.”
Kalanick Mandates Employees Work From Physical Offices 5 to 7 Days Weekly
“There's a difference between Between remote work where somebody works at home and they're like in boxers and then a suit. Okay. Versus we have an office in every major city in the world and whatever city you're in, you're going to that office every day, five d…”
Palmer Luckey's Erebor Bank officially receives its charter and launches
“And Erebor the new bank for the tech community building things that actually matter, has officially received its charter and become operational.”
Luckey's ModRetro will officially release previously canceled Nintendo 64 games
“We're actually doing new releases of canceled N-sixty-four games that never even made it to market.”
Hotz: Comma.ai rejects stealth mode because competitors cannot out-execute him
“Nah, we don't believe in stealth. I'm a really open guy. You are pretty open. I tell you everything I'm doing. Come on. Here's what I say. Here's what I say. I'm going to tell you what I'm doing. And you can try to compete, but I'll still crush you.”
Hassabis: Google has no plans at the moment for Gemini ads
“From our point of view, we have no plans at the moment to do ads, if you're talking about the Gemini app, right specifically.”
Barstool Sports partners with Netflix for exclusive video podcasts next year
“If you haven't heard the news, I'm proud to announce that Barstool is partnered with Netflix for three of our top podcasts. Exclusive video only on Netflix starting next year.”
Baszucki: Roblox will launch real-time 4D AI generation for live gameplay
“We are starting, and very shortly, we're going to offer what we call inexperienced It's four D generation, which is it literally the ability to make a game that you or I are playing in and we can prompt and ask for some type of vehicle, for example, or some ty…”
Roblox runs most GPU workloads on bare metal, bursting at peak
“We are building out our GPU fleet. As well, we already, as I said, have 400 models running, and we'll do that in the exact same thing we do with our core and edge data centers, run the majority of the time on our own bare metal, complement it with burst at pea…”
Sequoia Capital targets a minimum 10x net return for every venture fund
“We strive for minimum 10 X net returns. Like that is our goal for every fund.”
Sequoia passed on Coinbase because buying Bitcoin directly seemed better
“It's actually a big part of why Sequoia passed on Coinbase in the time.”
Johnson: Blueprint will offer GLP-1 prescriptions and telemedicine infrastructure
“We will build an infrastructure to basically, when you want a prescription, if you want to go on a GLP-ONE, we can help you get started. Whether you want a large dose or a micro dose,”
Nadella: Seeing GitHub Copilot in 2021 triggered Microsoft's $10B OpenAI investment
“In fact, this is probably the place where that billion to ten billion haven't because in 21 is when I first saw GitHub Copilot.”
Nadella: GitHub Agent HQ will orchestrate multiple AI models across branches
“And mission control where you will have Codex, you have Claude, you have Grok, every model you want. Yeah. Each working across their own branches, Then you have the IDE, so you can bring up VS code, where you can do the diff on each of the branches output”
Dixon: Roughly Two-Thirds of a16z Crypto's Investments Have Been Tokens
“And actually two third, no, I would say roughly two thirds of our investing has always been that.”
Erebor Bank aims for the most conservative loan-to-deposit ratio in history
“The reason that we got this approval is because we went in saying we are going to have the most conservative loan to deposit ratios of any bank in history. We are going to do this extremely novel service of taking money from people, holding it for them, and th…”
Cohen: GameStop will only invest cash where downside is strictly limited
“A fancy way of saying is that it's risk adjusted, and I don't want to lose money, and I want a situation where there's a good chance of making money and a really low chance of losing money, so it needs to be a pitch that is pretty much down the middle.”
Cohen: GameStop's ability to compete in digital gaming is limited
“So, our ability to play in the digital world is limited.”
Cohen: GameStop is pursuing no moonshots, focusing on real returns
“So, there's no moonshots that are being done. Like, we're focused on real returns.”
Cohen: GameStop is not investing in VR or metaverse
“We're not investing in in, in virtual reality or in, in the metaverse, unless there's a clear path to being able to deliver results for shareholders.”