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 44 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: 17% of Tracked Tech Figures Appeared in Epstein Emails
“Big tech alerts that around 17% of the people that we track with this account are on the Epstein emails.”
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.”
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.”
Coogan: No frontier model has been trained on older than 5nm hardware
“No frontier model to date has been trained on hardware older than five nanometer.”
Coogan: Axios reported AWS spent around $500M on AI in one month
“And then AWS was also reported and Axios is having spent something like half a billion dollars in a single month.”
Data centers consume well under one percent of US electricity
“As big of a story data centers are, they're still consuming well under one percent of U.S. Electricity”
Coogan: SemiAnalysis clocks ChatGPT at 71% of AI query share
“So semi-analysis, clocks, chat GPTs, share of queries, it's 71%. Meta is in second at 12%, and that's with billions of users on meta products, and so OpenAI is certainly running away with consumer.”
Apple transcription does not use modern transformer architecture
“And it's clearly not the modern transformer based architecture.”
Coogan: Tesla will finally deliver the new Roadster in 2025
“I think this is the year he's going to deliver it. It's been forever delayed, but now like everything's clear. Stocks at all time highs. Like he's got all the approvals and stuff. Like he needs a new halo car.”
Sequoia-Backed Companies Represent 33% of Nasdaq Market Value
“Sequoia has helped capitalize companies that now represent 3.3 trillion of market value. 33% of the Nasdaq.”
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…”
Coogan: Only 50,000 Americans are currently active weekly semaglutide users for obesity
“How many people do you think are taking it? Like weekly active users... It's 50,000. Isn't that crazy?”
Truth Social Reached a $10B Valuation Faster Than Recent Tech Startups
“If you actually look at the numbers, I couldn't name another company that got to a ten billion dollar valuation in tech in less than two years in this recent cycle.”
Coogan: Meta Built Two Data Centers Specifically to Power Reels Algorithm
“They built two extra data centers to be able to do the Reels algorithm, because if they didn't have that compute capacity, they could not have launched a competitor to TikTok on any normal time frame, because it was actually a compute intensive project, not ju…”
Coogan: Benchmark Still Holds Over 20% Ownership in Cerebras
“Benchmark is gonna be absolutely cleaning up. They still own over 20% of Cerebrus, apparently.”
Xi Jinping seeks IMF bailout for distressed global Chinese loans
“In other debt-related news, Xi Jinping wants to use the International Monetary Fund to rescue the array of distressed Chinese loans around the world.”
Coogan: DoorDash CEO filed SEC letter to rebut Citrini research report
“I saw that the DoorDash CEO put out a like an SEC letter to the investors. Did you see that? Like a full PDF filed with the SEC, like this is sort of guidance, but telling the investor base, like, here's what's not going to change, like basically disregard the…”
Coogan: Tens of thousands of developers use Steve Yegge's Gas Town
“There there's tens of thousands of people using this.”
Coogan: ByteDance is on track for $50B in profit in 2025
“TikTok owner ByteDance is on track for fifty billion in profit in 2025.”
Coogan: Rheinmetall is now roughly the size of Lockheed and General Dynamics
“Ryan Mittal's been on an absolute tear. They're now basically the same size as Lockheed Martin and General Dynamics.”
OpenAI's unique API rate-limiting curves expose companies using it under the hood
“The shape of that curve and the specific timings are unique to open AI.”
Coogan: Gemini 3 Pro is the first LLM to beat GeoGuessr pros
“Gemini Three Pro is the first LLM to beat professional human players at GeoGuessr.”
Coogan: IMO Rules Require AI Models to Be Open Source for Official Medals
“They don't, they put the questions out and anyone can go and try and do them, but to actually be awarded a goal for an AI, they said it has to be an open source model.”
Coogan: Shopify Report Shows AI Solopreneurs Launch 70% Faster
“A 20, 24 Shopify report showed AI enabled solopreneurs launched businesses 70% faster than peers without a tool, without AI tools.”
FDA import restrictions on overseas manufacturing bankrupted early e-cigarette maker NJOY
“The FDA is able to put an import restriction on the company, so they're making the product, I believe, in China, probably overseas somewhere, because it's electronics, it's equipment. They bring it in at the ports, and the FDA says, hey, while we sort out this…”
Coogan: Musical.ly used iTunes preview API to avoid music licensing fees
“There's an API on the iPhone for the iTunes store where you can pull in music previews and you don't have to pay any licensing fees for those because they're just 15 second clips. And so you could have access to the entire iTunes music library, every single so…”
Coogan: MP3.com went public for $100M with no software written
“I mean, I think we've talked about mpthree.com. They went public with just the domain and the business plan. No software written. A hundred million dollars.”
Coogan: Ginkgo Bioworks went through YC at ~200M valuation
“Giggo Bioworks went through at like, two hundred million valuation.”
Coogan: Only One Tin Smelting Plant Remains in the US
“There's only, I think there's only one tin smelting plant in the United States anymore.”
Coogan: OpenAI o1 is built on the GPT-4 foundation model
“The foundation model, yeah, it's still running GPT-IV, but obviously there's a lot of there's a lot of training to have that happens on top and a lot of UI stuff.”
Coogan: Canada has not approved semaglutide for weight loss
“America does have a huge advantage here. Like Canada hasn't even approved it. Like we really are on the forefront.”
Coogan: Perplexity is making more money than MP3.com ever did
“And it's interesting because, I mean, Perplexity is 100% making more money than mp-three.com ever did.”
Coogan: Wealthy Americans traveled abroad for GLP-1 drugs before US availability
“The, like, GLP-I's were, like, widely available for, like, five years before they came to America, and a lot of rich people were going abroad to get them.”
Coogan: Johor to match Northern Virginia data center capacity within years
“They're like a couple years away from having the same amount of Energy capacity as Northern Virginia, where like all the major AWS hubs are.”
Coogan: Bending Spoons Added $11B Market Cap Post-Airtable Acquisition
“Benning Spoon's added eleven billion in market cap after announcing the Airtable acquisition.”
Coogan: Ex-Microsoft CTO Nathan Myhrvold owns the world's most T-Rex skeletons
“Nathan Mervold at Microsoft, he owns more T-Rex's than anyone in the world. He owns the T-Rex skeletons.”
Coogan: LVMH Spends 10x More on Tiffany Stores Than Prior Owners
“LVMH is spending 10 times more on Tiffany stores than its previous owners and more than twice as much on marketing.”
Andreessen Horowitz donated the most to crypto PACs in 2024
“Andreessen Horowitz donated by far the most to crypto packs when I looked at the data earlier this year or the last year.”
Coogan: US Sugar Tariffs Drove Gum Manufacturing to Canada and Mexico
“Like every gum manufacturer went to Canada and Mexico because of the sugar tariff.”
Coogan: Coinbase offered a 1 BTC referral bonus during YC Summer 2012
“In our YC batch, the referral bonus for going on Coinbase at the time was one Bitcoin.”