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
Andreessen: D.C. AI Meetings Forced Decision to Endorse Trump
“In D.C. In May where we talked to them about this, and the meetings were absolutely horrifying, and we came out basically deciding we had to endorse Trump.”
Parekh Confirms Working Multiple Full-Time Tech Jobs Simultaneously
“It is true. And yeah I would, you know, love to add color to it, but you know, that is true.”
Cohen says GameStop will issue stock to fund half-cash eBay takeover
“We're offering half cash, half stock, and we have the ability to issue stock in order to get the deal done.”
Andreessen: Horrifying White House Meetings Drove Trump Endorsement
“In D.C. In May where we talked to them about this, and the meetings were absolutely horrifying, and we came out basically deciding we had to endorse Trump.”
Elon Musk: Tesla will probably have to build a gigantic chip fab
“I can't see any other way to get to the volume of chips that, that we're looking for. So, I think we're probably gonna have to build a gigantic chip app.”
Soham Parikh confirms he worked multiple engineering jobs simultaneously
“It is true. And yeah I would, you know, love to add color to it, but that is true.”
Altman: OpenAI and its mission are not for sale
“OpenAI is not for sale. The OpenAI mission is not for sale.”
Cohen: GameStop offered $125 per share half-cash, half-stock for eBay
“We made an offer yesterday. 125 bucks a share. Half cash, half stock.”
OpenAI acquires live tech broadcast network TBPN
“This is from the open AI blog, open AI acquires TBPN, accelerating the global conversation about AI. This is not an April fool's joke.”
Erebor Bank preemptively partners with US intelligence without waiting for court orders
“For example, one of the things that we're doing is rather than working with the intelligence community only under court order to kind of go and, you know, respond to when they think there's crime going on on the platform, we're preemptively going out there and…”
Erebor Bank will strictly follow US law and ignore foreign legal rulings
“We're saying, you know what, we're an American company, we're an American bank that supports American companies. And we will comply with US law, but we will not comply with spurious rulings from people who have no real jurisdiction or authority over us.”
Altman: OpenAI will never put ads into the LLM output stream
“Our first principle with ads is that we're not gonna put stuff into the LLM stream.”
Chinese Vice-Premier: China seeks no trade surplus, wants to be world's market
“We never seek trade surplus. On top of being the world's factory, we hope to be the world's market, too.”
Saudi Arabia expands tech investment agreements from $600B to $1T
“And the agreement that we are signing today and tomorrow, we're going to announce that we are going to increase that, that's six hundred billion to almost one trillion dollars.”
Romero: Farcaster Exports US Free Speech and Ignores Foreign Censorship
“Farcaster basically is exporting that as, like, Our social networks policy. So if I get a local jurisdiction somewhere in the world and says, please remove these activists from Farcaster to quote Elon they can shake their fists at the sky.”
Masad: Replit Agent will avoid Next.js because it is optimized for Vercel
“I said, no, because we want to bet on something like Vite that is open, like community builds and the way Next.js has been trending is that it's optimized for Vercel.”
Jordy Hays is partnering with a robotics startup to film armed robots
“I'm, we're, I'm working with a portfolio company that I won't name yet, but we're going to be able to go. We're, they're going to give it a gun. And we're going to be able to go make some content.”
Iovine: Apple Music team wanted to acquire Musical.ly
“Look, when we were there, we wanted to buy Musical.ly”
Prince: Cloudflare seeded internal AI OS with secret human operators
“So we built something called Cloudflare OS. Which allows, you know, anyone on our finance team, legal team, you know, accounting team, finance anyone that's out there at the company to be able to have access to tools and really figure out how, how their job ge…”
Gerstner: Software investing is currently in the 'too hard basket'
“For me, software today is generally in this, in the too hard basket.”
Lynch instructed Condé Nast brands to plan for near-zero search traffic
“So last year I told our teams, assume there's no search. You have to have your businesses planned as if search is zero. We don't expect it to be zero, but we, you know, we expect it to be a single digit percentage of our traffic, very low.”
Lynch: Condé Nast eliminated departments after restructuring tech around AI
“We just, you know, last month made big changes in that org, really centered around how we use AI at the core of, not our content, but how we develop technology and products. So, you know, the result of that is there were whole departments that we no longer nee…”
Ryan Cohen intends to permanently run eBay, not act as an activist.
“The goal here isn't to be an activist. The goal is I want to own eBay. I want to run eBay. Like, I want that to be my baby.”
Cohen: eBay Ignored Partnership Outreach One to Two Years Ago
“I reached out to eBay, like, I don't know, maybe a year or two years ago to talk to them about partnering, and They didn't engage seriously.”
Dunn pitched 15 Chicago VCs and got rejected before Forerunner term sheet
“I did 15 pitches in Chicago, because I wanted to raise our Series A from a Chicago venture fund. I got 15 no's. I did one pitch on the West Coast with Kirsten Green from Forerunner, and we got a term sheet within 48 hours.”
TBPN retains full editorial independence under OpenAI acquisition agreement
“TBPN will continue to run their programming, choose their own guests and make their own editorial decisions. That's foundational to their credibility. And it's something we're explicitly protecting as part of this agreement.”
TBPN will retain complete editorial independence under OpenAI ownership
“A core part of this is editorial independence. We can say whatever we want because we're live and we don't need to run anything through anyone.”
Erebor obtained an independent charter to prevent partner banks from forcing deplatforming
“We decided that we needed to get our own charter because of the type of bank we were going to try to run. And the ability to have the buck stop with us. The moment that you're dependent on somebody else for the key infrastructure, the key risk management, the …”
Bezos: Blue Origin will move heaven and earth to reach the Moon first
“If asked, we will step up, and we will move heaven and earth to get to the moon first.”
Bryan Johnson launches Immortals, a $1 million per year personal longevity program
“So it's called Immortals. A million dollars a year. And it's my exact protocol. So my doctors, my concierge team, all the testing infrastructure.”
Huang: Nvidia will likely make its largest investment ever in OpenAI
“We will definitely be involved in their next, in their round. We will invest a great deal of money. Probably the largest investment we've ever made.”
Randall: Benchmark targets higher than 5x net returns for LPs
“This is one of the reasons why I'm extremely excited about benchmark competitive position in today's market, because we can go to LPs, we can say, hey, we're shooting for higher than five X net. We have the historical track record to back it up, and we have th…”
Nadella: Azure Welcomes Anthropic, Grok, and Google Gemini Alongside OpenAI
“Hey, I'm happy with OpenAI. I would love to have Anthropic, MAI, Crock, anyone. If Google wants to put Gemini on Azure, please do so.”
Nadella: Microsoft gaming will follow Office strategy across all platforms
“Similar approach to what we did with Office. We, we're going to be everywhere in every platform. So we want to make sure whether it's consoles. Whether it's the PC, whether it's mobile, whether it's Cloud gaming. Or the TV. So we just want to make sure the gam…”
Yan: Hyperliquid is built on intuition and never does A/B testing
“It feels like we are, we actually like not very data driven at all. It's basically all intuition. It's just like, we just think really hard about how the world should be. And we just try to do the best thing that will obviously like adapt to data. Like if some…”
Early Oculus avoided competing with independent developers to build its ecosystem
“In the early days of Oculus, we were very clear with developers. So our business relations, we are not Nintendo. We are not going to compete with you and basically destroy your sales by preferentially treating our own developers better, our own studios. So we …”
Palantir plans to reduce headcount despite increasing revenue, says Alex Karp.
“We are revenues going up. Our sales was going down. The number of people we plan to have in the future is less than now.”
Karp: Palantir plans to decrease total headcount in the future
“The number of people we plan to have in the future is less than now.”
Altman: OpenAI treats advertising as a last-resort business model
“I kind of think of ads as like a last resort for us for a business model.”
Glyman: Some Ramp job interviews cannot be passed without using LLMs
“There are some job functions at ramp where it is actually not possible to pass it like an interview or a coding interview without using an LLM. And that's intentional.”
DiRico: Rainmaker flew a single 19-minute seeding mission on July 2
“On July second, we conducted 1:19 minute cloud seeding flight where we released about 70 grams of silver iodide and 500 grams of salt, table salt. That was released at about 1600 feet above ground level into two clouds that dissipated over the course of two ho…”
Cloudflare enables free default blocking of uncompensated AI web crawlers
“Starting on July first we flipped the script. We made it as a default that if you're using Cloudflare that you can by default for free block any crawlers from taking your content without compensating you.”
Prince: Cloudflare is exploring creating its own stablecoin for micropayments
“We're looking at all of the different providers that are in this space, including potentially creating our own stablecoin that would be part of how these transactions you know, take place.”
Parekh Joins AI Startup Darwin and Commits to Exclusive Focus
“Working with a company called Darwin, they are essentially Like building a new, like AI driven, like data platform, like, you know, video platform essentially for more kind of like, you know, UGC style media. And we're going to release to the market very short…”
Douglas: Frontier Labs Avoid RL Training Directly on ARC-AGI
“And I mean, I think if you are old on Arc AGI, then it would, you'd probably get superhuman at it pretty fast. But I think we're all trying not to RL on it so that it functions as like an interesting held out.”
Palantir Encourages Every Employee to Tell Leadership Off to Their Face
“I always end the AMA by reminding people that Palantir is a flat place. What does flatness even mean? Well, to me, it means that every single employee is willing to tell me to fuck off to my face, and I am all say fuck off in unison out loud at the very end. I…”
Hausman: Physical Intelligence's robot demonstrations are fully end-to-end
“So end-to-end robotics is already here. Everything we've shown so far is fully end-to-end where you take camera input in and view other sensors and output actions directly.”
Perplexity will be pre-installed on Android phones as default assistant
“We are going to be partnering with a OEM. I think Bloomberg's already written about it. Perplexity will be pre-installed on the phones of that OEM, and we'll be able to, like, push notify all those users to set perplexity as the default assistant on the Androi…”