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
Baker: Owned 15% of Nvidia and 10% of Tesla Under $2B Caps
“Well, I did own 15% of the video when it was a sub two billion dollar market cap, but I owned 10% of Tesla when it was a sub two billion dollar market cap.”
Shotwell: Over half of SpaceX employees bought nearly $1B in IPO stock
“So we're about 22,000 strong. I'm super proud that over half of us actually bought additional stock in this opening, totaling almost a billion dollars.”
Cloudflare acquires VoidZero, the company behind developer platform Vite
“So we bought a company called Void Zero, which makes Veet, which is one of the most popular developer platforms that's there.”
Prince: Cloudflare converts customer content into Markdown for AI agents
“Some of the things that we're doing are, you know, for those customers of ours that want to make sure their content is consumed by agents, want to make sure it's as accessible as possible. We are automatically converting things into Markdown, which is a much s…”
Cloudflare allocated 5% IPO directed shares to strategic allies with 75% uptake
“And we made this crazy list of all of these, you know, people who, you know, who were like, you know, at some point that might be an important relationship for us. And like, 75% of them said yes. And they all made, you know, a ton of money as a result of it.”
Gerstner: OpenAI and Anthropic are Altimeter's largest bets in firm history
“You know, we've really made massive bets, the biggest bets in the history of Altimeter, between OpenAI and Anthropic, which you know, is consuming billions and billions of dollars.”
Ries: Long Term Stock Exchange petitioned SEC to end quarterly reporting
“And the thing you gotta know is, is Long Term Stock Exchange, the company that I founded is the one who filed the petition last year. To the SEC to switch from quarterly.”
Ries: Anthropic's founders consulted with me on governance setup
“When the founders of Anthropic left OpenAI, so what is that, like three or four OpenAI crises ago? I can't track. But anyway, it's like hard for me to keep track, but anyways, like it's been a rough, you know, it's been a rocky road. When they left, like I was…”
Ryan Cohen: eBay live commerce strategy relies on creator partnerships and UI
“Yeah, it would be partnering with creators. I mean, they've got the platform, We would improve the platform so it looks better and more consistent with the kind of UI that you have at competitors, but there's the user base. And so it's not something you have t…”
AMP raised over $1.3 billion for its first fund in eight weeks
“We have more than 1.3 billion dollars in commits for our first fund. I've been added eight weeks.”
Midha: AMP invested $300 million into Anthropic
“We put three hundred million dollars into entropic.”
Hays: Space industry contacts were extremely nervous before Artemis II launch
“But the space people we talked to Off air ahead of time were extremely nervous.”
Pie halved its team from 23 to 12 due to AI efficiency
“Well, at one point the team was 23, and the age of AI it's now 12, and we've seen what you guys are talking about, which is just a massive collapse of product design, engineering, and even go to market, where people can do so much more, and so, you know, we di…”
Janis says Grüns downplays clinical studies to position as lifestyle brand
“We do clinical research, but we don't, it's not like the only thing we talk about, right? We do we have like studies, we've done all this wonderful stuff, but we try not to lean too much on that because that's what the rest of the category is doing. We're kind…”
Janis: Over 99% of Grüns marketing creative remains human-generated
“I would say at this point, we're still like 99% plus like human generated Whether it's like in a editing file or whether it's actual humans creating UGC or working with influencers who are creating content. We haven't moved, I would say into like AI being the …”
Jalali: SALT & STONE never raised primary capital, only secondary for liquidity
“We've always been profitable. That's always been important, right? I just want to make sure the bank balance is growing. The raises were secondary, right? It was me sort of taking chips off the table, The business has just been so profitable that we didn't rea…”
Jalali: SALT & STONE operates completely remotely without a physical office
“No office. All remote.”
Jalali: SALT & STONE built its massive retail presence without sales reps
“We don't have sales reps.”
Marchione: We are in discussions to fund a clinical trial for BPC-157
“We're in the process of chatting with the people required to set up a clinical trial for this, because we will put our money where our mouth is”
Cuban: Testing Tesla Full Self-Driving Terrified Me
“I have a Tesla, and I upgraded for a couple months, and it terrified the shit out of me.”
City Storage Systems Emerges From Stealth Mode and Rebrands as Atoms
“Today we sort of came out and we renamed the company. We renamed what we do. We call it Adams.”
Atoms Is Finalizing an Acquisition of Autonomous Vehicle Startup Pronto
“I was the largest investor in pronto. And then we just were basically right in the final, like, We're checking off the list, maybe closing today or tomorrow on that deal.”
Palmer Luckey's new tech bank Erebor will feature a physical treasure vault
“Anderil will, sorry, not Anderil, Erebor will have a physical vault. And we will have a lot of treasure in it. So we are not trying to be a pure digital, pure you know, pure ether company.”
Huberman says Pinealon peptide doubled his REM sleep to three hours
“I've tried it. I don't take it any longer. I tried it for a little while and it doubled my REM sleep. I was getting close to three hours of REM sleep per night. It's thought to increase regeneration or the health of pineal sites, the pineal, which make melaton…”
Huberman started microdosing testosterone cypionate at age 45 to maintain fertility
“You know, I've talked about the fact that at 45, I'm 50 now, 45 years old, I started taking a micro dose. Of Cipionate. Microdose. But micro, so I maintain fertility. I've checked that. I take HCG, et cetera.”
Bryan Johnson says olive oil makes up 15% of his daily calories
“No, I mean, it's 15% of my daily caloric intake. I consume more olive oil than any food.”
Bryan Johnson says Blueprint is building AI to deliver autonomous health
“We are going to deliver autonomous health. And so like there's self-driving cars, there's self-writing software. This is autonomous health. So we're building AI that just says do this.”
Bryan Johnson says Blueprint will let users sell their personal health data
“Our goal is to create the world's largest data set across all these sectors. And then you basically can create an ecosystem where the person could be paid for their data. So they collect the data, they're starting to the experimentation. Companies come in and …”
Crypto.com acquired its domain name for $12 million
“I don't think we ever did, but we paid twelve million dollars.”
AI.com begins consumer product rollout after eight months of development
“So I think we've we're combining everything that we've built over the last say eight months into something that we can roll out to the end users and we're starting doing this tomorrow.”
Marszalek bought AI.com's Super Bowl ad spot before building the product
“So I bought the domain in April the deal closed, and we got the domain successfully, so I'm like, okay, we need to launch this, and it deserves a global stage, and in May, we were one of the first companies to actually buy the spot.”
Altman: Personally excited to 'open the floodgates' on generating Disney IP
“I'm not sure what the team is planning there. I know Disney's had some different opinions about how they, what they want to do and try to be a good partner there, but I'd be excited to open the floodgates personally.”
Altman: OpenAI Has Not Started Ad Testing Yet but Will Soon
“We haven't even started the test yet. We start the test soon.”
Altman: OpenAI prioritizes coding and science AI over writing models
“What is possible now for coding for science. That's the thing I'm most excited about for accelerating all kinds of research AI and otherwise for really accelerating the economy. I think that's like the right thing for us to most prioritize in terms of new capa…”
Steinberger: Prefers non-profit foundation over commercial company for MoltBot
“I think instead of a company, I would much rather consider a foundation or like something that is nonprofit. I haven't made up my mind yet.”
Jensen Huang: Sold Nvidia stock at a $300M valuation to buy parents a car
“My only regret was at the IPO, after the IPO, I wanted to buy my parents something nice, and so I sold NVIDIA stock at a valuation of three hundred million dollars. The company was at a valuation of three hundred million dollars, and I bought them a Mercedes S…”
Hayes Says Removing Top Two Founders Wipes Out Portfolio Returns
“Like when I look at across, you know, 60, 70 different investments at this point, if you take out like two or three of these founders, it's just like, okay, you're not good.”
Baszucki: Roblox rejects nonlinear developer payout accelerators to ensure platform fairness
“We we've done something really right, I think, from the start, and there's a real temptation to do nonlinear functions, accelerators. If a dev gets really big, should we pay them, you know, more per hour, per minute, per robot than others? We've really stayed …”
Food and drink is Whatnot's most exciting future expansion category
“So the one, the future category I'm most excited about, it's still early innings, is food and drink.”
Sequoia launches $750M Venture Fund 19 and $200M Seed Fund 6
“Next venture fund vintage dropping. Venture fund, 19. Also seed fund, six. Seed is, you know, something that we used to combine inside our venture funds, but wanted to place a major emphasis on it, really just show the distinction. And I would say, so anyways,…”
Johnson: Blueprint will license its IP rather than open physical clinics
“We probably will not do physical clinics. It's just too much on the real estate. And so, but we'll probably license it out. We'll probably do the digital model.”
Houston: Dropbox draws a hard line against adopting advertising
“We're just going to draw a hard line. We're never, we're just not going to do that. Because of this trust conflict or this incentive conflict we would have.”
Yan: Hyperliquid is hiring in-person only for new recruits
“New, for new recruits, we're trying to do in person only. There, yeah, initially it was remote when we found that it doesn't work super well with our work style.”
Yan: I personally work more than a 996 schedule
“I personally work more than that, but it's because I feel like I don't really have a cap personally, but everyone's.”
Chesky: Initial OpenAI SDK lacked requirements needed for Airbnb integration
“There's a lot of things that precluded us from being able to have a really good integration with the current SDK as it is.”
Chesky: Airbnb is rebuilding its apps from scratch over three years
“We're going through this whole electrification, so to speak, period over the next three years of putting the latest models into our apps. And for us to do that, we have to basically rebuild the apps from the ground up.”