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.

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why aren't all 1,828 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

Assertion Supported
Coogan: Surge AI generated over $1B in 2024, surpassing Scale AI
“The company generated more than one billion dollars in revenue last year. Surge has told employees, a previously reported figure that exceeds The eight hundred and seventy million dollars scale generated in revenue during the same time period.”
John Coogan Jun 21, 2025 ▶ 43:25 Weekly Recap: Elon's Starship Explodes, OpenAI's Defense Contract, Nvidia's Robots, We Test Cluely
Prediction Held up
Trump: Musk will criticize me personally next
“He hasn't said bad about me personally, but I'm sure that'll be next.”
Donald Trump Jun 7, 2025 ▶ 20:21 Weekly Recap - Elon Vs Trump, Ukraine's Drone Attack, Cluely Update & OpenAI CRO
Assertion Contradicted
Asparouhov: Nvidia exported $20B in chips to Singapore resold to China
“The, you know, articles that came out yesterday talking about you know, NVIDIA basically getting, you know, sort of slapped on the wrist because they were like, we're exporting. I forget what the number was, but like, twenty billion dollars per year of chips t…”
Delian Asparouhov Apr 28, 2025 ▶ 2:55 The Risk of Losing the Moon to China | Delian Asparouhov on TBPN
Assertion Partly supported
Rubio's policies revoked 40 visas for biotech and CS PhDs at Northeastern
“40, 40 visas already. 40 people's lives Fucking ruined. Because Marco Rubio thinks that it's cool to pick fights with biotech and CS PhDs.”
Jordan Schneider Apr 28, 2025 ▶ 2:41 Is America Losing the Tech War with China? | Jordan Schnaider on TBPN
Assertion Partly supported
Soda is the top SNAP item; 60% buys ultra-processed food
“The number one item on food stamps is soda and more than 60% go to ultra processed food.”
Calley Means Apr 26, 2025 ▶ 8:05 The Real Cost of Ultra-Processed Food | Calley Means on TBPN
Assertion Contradicted
Power: The US no longer manufactures CNC machines domestically
“And we no longer make CNC machines in the US.”
Chris Power Apr 1, 2025 ▶ 9:58 Chris Power (Hadrian) on Building Autonomous Factories
Assertion Supported
Rauch: Cloudbleed leaked Uber auth tokens onto Google search
“You could, I don't know if the audience knows, but you could Google and literally find auth tokens of different companies like Uber indexed by Google.”
Guillermo Rauch Mar 26, 2025 ▶ 5:16 Guillermo Rauch on the Next.js Drama, AI-Driven Dev, Vercel’s v0, and the Future of Frontend.
Assertion Contradicted
Wilmore and Williams Confirmed They Were Denied Earlier ISS Return
“Butch and Sunni, like, basically confirmed these facts. Like, they basically made it clear, hey, we could have been brought back earlier, and we were, like, denied the opportunity to be brought back earlier.”
Delian Asparouhov Mar 24, 2025 ▶ 4:48 Delian Asparouhov on Stranded Astronauts, NASA in Crisis, and Corporate Espionage.
Assertion Partly supported
NASA Originally Planned to Award Commercial Crew Exclusively to Boeing
“When commercial crew was originally getting started, the original plan by NASA was to only, you know, do it as a sole source of war, just a Boeing. SpaceX was seen as a bunch of, you know, cowboys who has that had no chance of actually being able to be trusted…”
Delian Asparouhov Mar 24, 2025 ▶ 2:14 Delian Asparouhov on Stranded Astronauts, NASA in Crisis, and Corporate Espionage.
Prediction Held up
Rabois: Trump administration will find a way to ban Chinese robots
“I would be shocked if this administration doesn't figure out a way to ban Chinese robots before it's too late.”
Keith Rabois Mar 5, 2025 ▶ 15:26 "Work at an outstanding organization first" - Keith Rabois Advice on Starting Companies
Assertion Supported
Hayes: Jeff Yass funneled millions of dollars into Vivek Ramaswamy's PAC
“Turns out Jeff Yass has funneled millions of dollars into Vivek's pack.”
Jordi Hays Jan 18, 2025 ▶ 1:28:54 The END of TikTok?
Assertion Contradicted
Jordy Hays: Mayor Bass Stayed in Ghana After Wildfire Briefing
“She was briefed on the fires on Monday, decided to stay in Ghana. ... She was fully briefed.”
Jordi Hays Jan 9, 2025 ▶ 9:17 Can This Man Save Los Angeles? (Rick Caruso)
Assertion Contradicted
Coogan: Developers cannot train AI models on AMD due to software bugs
“Like you literally cannot train a model on their chips because it's so buggy and their software is so bad.”
John Coogan Jan 8, 2025 ▶ 27:01 How to WIN in 2025? (INSANE Predictions List)
Assertion Supported
Coogan: AI created one million US jobs versus 200,000 related layoffs
“Add it all up, and the economist estimates that AI so far has created around one million new jobs in America that easily exceeds the roughly 200,000 layoffs attributed to AI since mid-twenty-twenty-three.”
John Coogan Sep 9, 2026 ▶ 30:50 OpenAI Cracks Navier-Stokes, Tech Trailers, AI Jobs Apocalypse on Hold | Diet TBPN
Assertion Supported
Torre: Steve Ballmer Faces Personal Civil Fraud Lawsuit by 11 Aspiration Investors
“So there are, there's also a civil suit happening in LA court against Steve Ballmer personally by 11 aspiration investors about fraud.”
Pablo Torre Sep 3, 2026 ▶ 20:33 Pablo Torre Explains the Steve Ballmer & Kawhi Leonard Scandal
Prediction Partly held up
Iovine: Artists whose work influences AI music generation will get paid
“They didn't get paid. But now if you're influenced by the Beatles and Dr. Dre, they will get paid.”
Jimmy Iovine Sep 2, 2026 ▶ 29:31 Jimmy Iovine on AI: “The Great Artists Will Show the World How to Use It”
Assertion Supported
Iovine: Generative AI music startups are training on 60M unlicensed tracks
“A lot of these companies that are creating AI music right now are doing so on unlicensed music en masse, like, sixty million tracks, or something like that.”
Jimmy Iovine Sep 2, 2026 ▶ 26:58 Jimmy Iovine on AI: “The Great Artists Will Show the World How to Use It”
Assertion Partly supported
Huang: $500B was invested globally into AI startups over six months
“This last six months, the world put in about five hundred billion dollars in AI startups.”
Jensen Huang Aug 12, 2026 ▶ 3:39 Nvidia’s $500B Compute Deal, Paramount Threatens CA Exit, Musk’s Shortcut to $1T Payday | Diet TBPN
Assertion Supported
Coogan: Tesla Acquisition Eliminates Musk's Operational Pay Milestones
“If Tesla undergoes a change of control, essentially, if Tesla is acquired, the operational requirements disappear. You no longer have to hit a million robotaxis or a million optimists to unlock those new tranches of stock for Elon. If there's a change of contr…”
John Coogan Aug 12, 2026 ▶ 24:12 Nvidia’s $500B Compute Deal, Paramount Threatens CA Exit, Musk’s Shortcut to $1T Payday | Diet TBPN
Assertion Contradicted
China adds one gigawatt of nuclear capacity every two weeks, Coogan says.
“Countries like China are bringing online one gigawatt of nuclear capacity every other week, which is insane.”
John Coogan Aug 11, 2026 ▶ 10:43 Zuck’s AI Vision, Celebs Are Dating Private Equity Guys, AI Agent Hacks Gym | Diet TBPN
Assertion Supported
New Mexico judge orders Meta to pay over $900 million
“A New Mexico judge has ordered Meta to pay more than nine hundred million dollars And impose new restrictions on how minors in the state use Facebook and Instagram.”
John Coogan Aug 8, 2026 ▶ 14:59 AI-Designed Viruses, OpenAI’s First Device, The Mansion Section | Diet TBPN
Assertion Supported
Intel Converted CHIPS Grants to Equity to Meet Trump Requirement
“So in order for the government stake to reach 10% demanded by President Donald Trump, Intel had to convert billions in manufacturing grants advanced under the 2022 CHIPS Act, plus 3.2 billion dollars of contracts from the Department of Defense into equity.”
John Coogan Aug 6, 2026 ▶ 26:52 More Details on OpenAI-Hugging Face, SpaceX SPV Investors Get Rugged, Demis and DeepMind | Diet TBPN
Assertion Supported
Demis Hassabis steps down as Google DeepMind CEO for Alphabet role
“He announced that he's stepping down as CEO of Google DeepMind. He's also stepping up into the role of Google DeepMind chairman, and he will also be Alphabet's chief scientist.”
John Coogan Aug 5, 2026 ▶ 0:31 Demis Is Out as DeepMind CEO, Revolut Founder Yacht Drama, AI’s Great Reverse Bank Run | Diet TBPN
Assertion Supported
Coogan: China controls 85% of the global humanoid robotics market
“So 5000 units were delivered from each unitary and adubot. By comparison, U.S. Companies, including Tesla and figure, shipped only a few hundred robots each, if that. China is also estimated to control about 85% of the global humanoid robotics market, and also…”
John Coogan Jul 30, 2026 ▶ 2:00 U.S. Bans New Chinese Humanoids, Zuck’s Op-Ed, eBay's $56M Lawsuit | Diet TBPN
Assertion Supported
Hugging Face defended against AI breach using Chinese open model GLM-5.2
“So hugging face had to turn to open model, specifically GLM 5.2, which is deeply ironic, a Chinese open weight model that they run on their own infrastructure.”
Jordi Hays Jul 23, 2026 ▶ 3:25 AI Agents Hack Hugging Face, White House Promotes Science’s Golden Age | Diet TBPN
Assertion Supported
White House to redirect $200B research budget from universities to scientists
“The guidance will reshape how the federal government spends roughly two hundred billion dollars a year on research for the rest of Trump's term. The administration wants more of that money going directly to scientists through fellowships and awards rather than…”
Jordi Hays Jul 23, 2026 ▶ 25:27 AI Agents Hack Hugging Face, White House Promotes Science’s Golden Age | Diet TBPN
Assertion Supported
Coogan: Analysts predict OpenAI and Anthropic IPOs within next year
“Some analysis, some analysts who study the AI industry say the two companies which are preparing for public listings in the next year, they just want to eliminate the competition.”
John Coogan Jul 21, 2026 ▶ 1:29 U.S. AI Execs Warn as China’s AI Push Grows, Substack Adds AI Detection Tool | Diet TBPN
Assertion Supported
Hays: Treasury Secretary Bessent warned of sanctions on overseas AI IP theft
“This morning our Treasury Secretary Besant was on Fox and said, this administration supports open source models, but what we do not support is IP theft. If we see, especially that overseas models are stealing from our great companies, we have the ability to sa…”
Jordi Hays Jul 21, 2026 ▶ 9:06 U.S. AI Execs Warn as China’s AI Push Grows, Substack Adds AI Detection Tool | Diet TBPN
Assertion Supported
Hays: China's MOFCOM Discussed Restricting AI Weights and Overseas Training Data
“Moffcom. Talk to AI companies including Alibaba, ByteDance, and Zipu on limiting the transfer of key data for the training of their models overseas, as well as allowing their model weights to be downloaded by foreign users.”
Jordi Hays Jul 21, 2026 ▶ 15:46 U.S. AI Execs Warn as China’s AI Push Grows, Substack Adds AI Detection Tool | Diet TBPN
Assertion Supported
Hays: Netflix used generative AI across 300 different productions in 2026
“Netflix disclosed it has used generative AI in about 300 different productions this year already.”
Jordi Hays Jul 20, 2026 ▶ 29:42 Kimi K3 Reactions, The Odyssey Hits $264M in Debut, Netflix Embraces AI | Diet TBPN
Assertion Supported
Youth Unemployment Rates Prove AI Is Not Destroying Jobs
“The unemployment rate for 18 to 24 year olds, it's back to where it was before we had good large language models. So AI is not destroying that market.”
Tyler Cowen Jul 20, 2026 ▶ 31:22 Tyler Cowen Doesn't Think America Should Ban Chinese AI Models
Assertion Supported
Saronic Chooses Texas Over California Forever for $3.2 Billion Shipyard
“California forever lost a 3.2 billion dollar shipyard project from defense startup Saronic after the company chose the port of Brownsville, Texas over Solano County.”
John Coogan Jul 16, 2026 ▶ 13:42 Thinking Machines’ First AI Model, California Loses $3.2B to Texas, TSMC Adds $100B | Diet TBPN
Assertion Supported
Apple Filings Claim OpenAI Poached Over 400 Apple Employees
“Apple's filings also spends quite a few words on the fact that OpenAI has poached more than 400 employees from the company in recent years.”
John Coogan Jul 13, 2026 ▶ 2:31 Apple Sues OpenAI, Experts Sign Another AI Warning Letter, Paramount Threatens CA Exit
Assertion Supported
SpaceX Unit Sues Apple and Prototypes Smartphone-Like AI Device
“A unit of SpaceX is suing Apple for disadvantaging its AI app, and the company is now prototyping its own smartphone-like AI device.”
John Coogan Jul 13, 2026 ▶ 9:37 Apple Sues OpenAI, Experts Sign Another AI Warning Letter, Paramount Threatens CA Exit
Assertion Supported
Paramount Weighs California Exit After State Blocks $110B WBD Merger
“Paramount is weighing whether to shift major operations out of California after Attorney General Rob Bonta and 11 other state attorneys general, I always get that wrong, filed today to block its one hundred and ten billion dollar acquisition of Warner Brothers…”
John Coogan Jul 13, 2026 ▶ 16:41 Apple Sues OpenAI, Experts Sign Another AI Warning Letter, Paramount Threatens CA Exit
Assertion Supported
Coogan: Meta is planning a cloud business to sell AI compute
“Meta platforms is developing plans for a cloud infrastructure business to sell access to AI computing power and models competing with industry leaders like AWS and GCP.”
John Coogan Jul 2, 2026 ▶ 0:12 The Meta Compute Debate | Diet TBPN
Assertion Supported
Coogan: Academic study finds Google AI Overviews cut organic clicks 40%
“Eric Sufert is sharing a new paper by researchers at Carnegie Mellon in the Indian School of Business finds that AI overviews were triggered in roughly 41% of observed Google searches, and when triggered, reduced outbound organic clicks by about 40%.”
John Coogan Jul 2, 2026 ▶ 19:52 The Meta Compute Debate | Diet TBPN
Assertion Partly supported
Hays: GPT-5.6 access is restricted to 20 companies by US government
“Of course by US government directive, access is limited to only 20 pre-approved companies.”
Jordi Hays Jun 27, 2026 ▶ 22:04 Shifts In The Creator Economy, Kylie Jenner x Meta, GPT 5.6 Limited Release | Diet TBPN
Assertion Supported
Coogan: Zuckerberg Directed Meta to Build Prediction Market App 'Arena'
“Zuckerberg directed Meta to build a prediction markets app, which is a wild shift. The experimental app internally called Arena would be independent of Facebook and Instagram. It could compete for attention with Polymarket and Kalshi, the biggest prediction ma…”
John Coogan Jun 27, 2026 ▶ 18:48 Shifts In The Creator Economy, Kylie Jenner x Meta, GPT 5.6 Limited Release | Diet TBPN
Assertion Supported
Hays: Snap pursues $100 million partnership with Robert Downey Jr.
“Snap is working on a deal with Robert Downey Jr. To spend a hundred million dollars potentially for a partnership there, which is deeply confusing.”
Jordi Hays Jun 27, 2026 ▶ 21:06 Shifts In The Creator Economy, Kylie Jenner x Meta, GPT 5.6 Limited Release | Diet TBPN
Assertion Supported
Coogan: Anthropic Halted Mythos After Model Hacked NSA Systems in Red-Teaming
“There was, of course, that news that the NSA commented that Mythos was able to hack into a bunch of their systems. That was during a red teaming exercise. The unprecedented intervention led Anthropik to halt all access to comply with the new rule.”
John Coogan Jun 27, 2026 ▶ 27:36 Shifts In The Creator Economy, Kylie Jenner x Meta, GPT 5.6 Limited Release | Diet TBPN
Assertion Supported
Coogan: Anthropic Suspended Fable 5 Following Commerce Department Directive
“And on June 12th, just five days after the end of the week, Fable Five gets suspended after the Commerce Department issues an export control directive.”
John Coogan Jun 16, 2026 ▶ 6:21 Anthropic Drama, Meta Now Tokenminning, Fox's $22B Roku Deal | Diet TBPN
Assertion Supported
Coogan: U.S. Export Controls Bar Foreign Nationals From Accessing Anthropic Models
“The US government is restricting both Fable Five and Mythos Five from being used by any foreign national, whether inside or outside the US, including foreign national Anthropic employees, and so that's a huge compliance burden, very sudden, and that led Anthro…”
John Coogan Jun 16, 2026 ▶ 6:32 Anthropic Drama, Meta Now Tokenminning, Fox's $22B Roku Deal | Diet TBPN
Assertion Supported
Coogan: The Information Reported Amazon's Jassy Raised AI Jailbreak Concerns With White House
“Then the information reported that Andy Jassy at Amazon had raised concerns with the senior administration officials about jailbreaking. The risk of jailbreaking fable and getting access to all of Anthropic.”
John Coogan Jun 16, 2026 ▶ 7:21 Anthropic Drama, Meta Now Tokenminning, Fox's $22B Roku Deal | Diet TBPN
Assertion Supported
Berkshire Hathaway to buy $10B of Alphabet in $80B capital raise
“Berkshire's buying ten billion worth of shares at a roughly six percent discount from Monday's closing price. Another thirty billion dollars will consist of underwritten public offerings, and the last forty billion will be staggered common stock offerings Begi…”
John Coogan Jun 2, 2026 ▶ 4:14 Google Raises $80B, Confidential IPO 101, OpenAI Expands Codex | Diet TBPN
Assertion Supported
Ries: Quarterly reporting destroys roughly 5% of corporate equity value
“So we actually know the valuation consequences of quarterly reporting, and it's roughly a five percent loss of total equity value. Companies are five percent less valuable when they report quarterly than semiannual. So the academic research on this is pretty g…”
Eric Ries May 26, 2026 ▶ 11:35 The Lean Startup Author on What Ruins Good Companies
Assertion Supported
Ries: Trust-governed PBCs are roughly five times more likely to reach year 50
“They created something called the long-term benefit trust. Which is like a multi-branch government, right? So you have the for-profit PPC, and then you have the board of directors accountable to a second entity, this outside trust, and the data shows that comp…”
Eric Ries May 26, 2026 ▶ 18:32 The Lean Startup Author on What Ruins Good Companies
Assertion Supported
Coogan: Sanders and AOC introduced bill pausing AI data centers
“The big news today is, of course Bernie Sanders and AOC introduced a bill to pause all AI data center construction.”
John Coogan May 15, 2026 ▶ 11:26 SpaceX IPO Date, ChatGPT x Personal Finance, Sanders & AOC vs. Data Centers | Diet TBPN
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