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
Cohen: GameStop ignores high margins unless scalable to billions in value
“Like, if we can make 80% margins but the upside is limited and it's not gonna move the needle, then I don't care. If it's able to translate into billions of dollars of shareholder value and it's scalable, then we're talking.”
GameStop will prioritize digital trading cards over physical for scalability
“So if we had a choice between physical and digital, because digital is more scalable, we're gonna go towards digital.”
GameStop loses M&A deals to private equity due to cash discipline
“They don't come to us as often as you think, because they know, well they probably go to private equity or venture capital or these fancy hedge funds before they come to us, because I want to make sure that I'm I care about cash flow and the price that I pay, …”
GameStop CEO restricts his own kids from playing violent video games
“I let my kids play video games, doesn't benefit, unless they're playing, like, Mario Kart. But, you look at these, like, Call of Duty, they're killing each other. I want positive influences. I want things that are healthy.”
Cohen is willing to talk with Roaring Kitty about long-term investing
“We want, I'll have a conversation with him that if he's focused on decades and centuries, not on making good luck.”
Altman: Sora team made feed AI-only despite my initial pushback
“One design decision the team made that I thought was really great, and I was actually pushing them in a different direction earlier on, and then I decided they were totally right, and I thanked them and dropped it, was the fact that the feed is AI only.
And no…”
Gilbert: Affiliating Acquired with a VC Firm Would Have Killed It
“We were professional venture capitalists in various flavors for eight years after starting the podcast, and never once were tempted by, should Acquired be the XYZ Firm podcast. Sure, sure. Like, that'll kill the whole thing.”
Tuchman: Avoided buying individual stocks until recently to prevent trading conflicts
“I did not ever buy a share of stock until recently. I went through most of my career because I'm a registered trader, a broker on the floor. And I'm not allowed to be in a stock for a customer and for myself in a 30 day period.”
Karp: Palantir lacks capacity while prioritizing US defense and ontology
“At Palantir right now, in the US, the market that counts, we don't have the people. We don't have the time. We, orchestrating completely perfectly at Palantir, which of course we don't do, because we're like an artist colony, right? We don't have the time to, …”
Shkreli reveals his new startup is building a Bloomberg competitor
“My, the company I'm working on makes it's like the Captain Ahab's White Whale for VCs. It's a Bloomberg competitor.”
Shkreli: Unlaunched trading software startup has millions in run rate
“We haven't launched the product yet. But we do have a millions of dollars in run rate.”
Shkreli: Naval Ravikant is an investor in my company
“And again, talking to Naval, you know, who's a small investor in our company, he was like, Martin, why would you make this as a product or service to your customers? Just use it yourself.”
Shkreli: We Tried to Short Bitcoin at $100
“We tried to short Bitcoin at a hundred dollars. And we just need to find a counter party.”
Nicotine startup Lucy spent millions and a decade awaiting FDA approval
“You could spend millions of dollars and wait a decade, which is exactly what we did. But we were able to actually grow the brand and sell the product and like set up operations and iron out things and iterate a little bit during that time, fortunately.”
DiRico: Western US farms and governments contract Rainmaker for cloud seeding
“Throughout the Western United States, farms conservationists, governments concerned with their aquifer supply of water, and also reservoirs for both industrial and residential drinking water contract with Rainmaker to produce more water via cloud seeding.”
Patel: Current LLMs still cannot reliably automate his podcast transcript editing
“I try to get these to rewrite auto-generated transcripts for me so they're rewritten like a human. I try to get them to just adjust the transcript and suggest clips to tweet out and things like that. And I haven't been able to automate these things. I don't kn…”
Emily Sundberg earns approximately $600,000 annually writing her Feed Me newsletter
“Like when I was getting paid 60 K at a job and when I'm making like 10 times that now, right?”
Mtibaa: I will not raise venture capital for my Dingbot project
“The Dingbot thing is not a joke. I'm actually going to actually do it. And I'm not gonna raise.”
Hindle: Severance production design team does not use any AI
“Well, there's also, AI's a funny one, because we don't use any AI.”
Dixon spends over half his time advocating for crypto legislation
“I probably spend more than half my time on that now. Like, that, that's just kind of the key. There's two, and just to say, there's two big kind of bills that we're advocating for. There's stable coins. There's one called market structure that's just coming fo…”
Armstrong: Coinbase is working with SEC task force on tokenizing securities
“We, we've been working a little bit with, like, the SEC task force on this and trying to find the right path to do it.”
Armstrong: Coinbase developing AI agent checkout solutions with USDC on Base
“We're working on a couple of checkout type solutions with other players that we'll announce soon where the AI agent can actually get through the checkout flow in many of these e-commerce sites and pay with USDC on base.”
Armstrong admits Coinbase NFT and Japan expansion both flopped
“We launched Coinbase NFT, and it was pretty much a flop. Like, we launched Coinbase in Japan. We invested all this money and time, like, Didn't work for a bunch of reasons. I can tell you if you want and we shut that down”
Starship Uses a Hybrid C++ and Neural Network Architecture
“We are actually not operating an end to end neural network. But we are operating a combination of, yes, C++ and neural network.”
Starship Will Adopt LiDAR When Sidewalk-Suitable Specs Hit the Market
“The moment that that the lidar with suitable spec appears on the market, we will absolutely use it. So we are not like religiously anti anti lidar at all.”
Partovi: Personal commitment to Neo Fund IV equals all prior funds combined
“This fund, even though it's barely larger than our last fund our partner's investment, meaning, you know, my own money from my pocket into this fund is far more than any of our previous funds. In fact, it's about the same as all the previous funds combined.”
Sankar: Multiple internal Palantir teams are building AI FTEs
“Like the coolest stuff that I've been seeing is like multiple teams internally at Palantir are building AI FDEs, and it's really compelling.”
Avalanche Fusion Announces The Fusion Works Test Facility in Eastern Washington
“The announcement that we're doing today is we're announcing our new test facility, which is going to be in Eastern Washington in the Tri-Cities area called the Fusion Works. And so what the Fusion Works is, is it's basically a facility where you can come test …”
BRINC raised $75M led by Index Ventures with Motorola backing
“What we just released or announced a couple of days ago is our latest funding round. So a new seventy-five million led by Index Ventures. But with significant backing from Motorola Solutions”
Motorola to integrate BRINC drones into police body-worn radios
“And they're going to start distributing our products and helping us sell into those logos. But we're also going to be integrating with their body-worn radio so officers can basically request drone backup very easily.”
Machina Labs is building AI-powered autonomous robotic craftsmen
“What we're doing at Machina is we're using robotics and artificial intelligence to build a, basically, what we call a robotic craftsman, and it's a robotic system that can do different types of manufacturing operations and it's powered by AI. Basically, you ca…”
Machina Labs manufactures components and missile bodies for defense contractors
“We work a lot with missile manufacturers, right? And manufacturing components for them, the body of the missile for them.”
Feldmann: Durin operates as a contractor to bypass tech sales friction
“Where I think we come in there's a few other companies with a similar model is as a contractor. So we're just replacing a separate service provider and any sort of innovation that we're creating is done internally. So we are more efficient, safer, And we're co…”
Freeform delivers turnkey finished parts instead of selling 3D printing machines
“The business model is we just provide turnkey parts, so we actually handle everything. We print them if it needs post-machining, it needs holes reamed, it needs surfaces turned, we do all of that in-house. All the metrology, you know, we'll do CMM inspections,…”
Nvidia recently made a substantial investment in Freeform's manufacturing data capabilities
“And that's one of the reasons why like Nvidia made a substantial investment in us recently is they saw what we were doing on the compute and data side, and they want to be a part of it.”
Abraham: Aston Martin took equity in Public for F1 sponsorship
“The Aston Martin actually took part equity in public as well. And it's, you know, kind of like, I think it's the first time they've really done this.”
Hausman: In-home mobile manipulator data is a tiny training dataset fraction
“Interestingly, most of the data is actually not the model manipulators in many different homes. It's a very, very small percentage of it.”
Torenberg: Andreessen Horowitz builds internal media rather than investing in media startups
“I don't want to invest in, in, in media companies, but I do want to support. I do want to build a lot of media at Andreessen Horowitz.”
Astranis CEO discloses $100M+ commercial satellite deal with Taiwan's Chunghwa Telecom
“It is a longer, longer sales cycle for, you know, a hundred million dollar plus deal, but obviously worth the effort. This is so this is a commercial contract with a telco called Chungwa Telecom.”
Gedmark: Astranis caps satellite customization to a few modular components
“So we have a standard satellite design. We have a few pieces to it that are essentially modular. So you can sort of plug and play a few different things like Lego blocks for slightly different customer configurations. But that's it, right? We draw the line the…”
Gedmark: Astranis has early NASA study contract for lunar communications
“We actually, yes, we have an early NASA study contract. We're studying that for NASA.”
Srinivas: Perplexity launched voice assistant early over waiting for perfection
“I'll literally read out to you the chat I had with our engineer who worked on this. Be good to launch and announce today, question mark. And then he's like, yes, still making improvements, but let's launch. And me like, do you want to address some of the onboa…”
Kilpatrick: Google team is exploring AI-assisted and non-AI technical interviews
“I think we've actually been looking at doing like AI assisted interviews and not AI assisted interviews. Like, I think the world needs both right now. It makes perfect sense to evaluate both.”
Lee: Cluely is currently a desktop app with full screen and audio access
“The version of the app that we have is just a desktop app has complete access to your screen and your system audio. So it sees everything you're seeing and it hears everything you're hearing and can help with that context.”
Mendler: Northwood Space aims to build 500 ground station sites near-term
“So our kind of you know, sub near term goal is 500 sites.”
Cliffton: Zipline is scaling to build 55,000 aircraft per year
“We have a very large factory and we're scaling that to build about 55,000 aircraft a year in their first full year of production.”
Dhillon: Outtake AI's edge is trusted reporting pipelines with domain registrars
“I think the big differentiator, you know, in addition to all the agentic stuff is like, we've thought really deeply about how do we become how do we become the platform that is like trusted by domain registrars, hosts social platforms, et cetera, to be a high …”