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 855 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 9 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
Musk: X has 600M monthly active users, spiking up to 1B
“Well, I, so we have like about six hundred million monthly users. Although it can spike up if there's some major event in the world, it can get up to, I don't know, eight hundred million or a billion if there's some major event in the world.”
Musk: Starlink physics prevent serving more than 1% of dense cities
“So it's not physically possible for us, for starting to serve, ah, densely populated cities. Like, you can serve a little bit, maybe one percent of the population.”
Musk: US debt interest payments exceed the entire military budget
“The interest payments on the debt exceed the entire military budget of the United States.”
A. R. Rahman: India does not have a single proper symphony hall
“And we don't even have a proper symphony hall in any of India. Now, nowhere.”
Adcock: Figure AI robots can work full human shifts today
“I wouldn't say it's a blocker today. Like, we can, we, like, we can do work In a lot of cases, almost the whole day, depending on what the task looks like and if it's not that, if it's, you know, a task that has a lot of locomotion and movements, we can do kin…”
Modi: Lakme Leads Indian Color Cosmetics Market Over Maybelline and MAC
“It is still a Lakme and a Maybelline that dominates. So Lakme is still sitting on the top of the color cosmetics charts. There's Lakme, Maybelline and MAC.”
Modi: 80% of First-Time Beauty Purchases Happen in Offline Stores
“Consumers today still buy 80% of beauty for the first time in a store, in an offline environment, because the emotional touch, feel factor is still so huge in beauty”
Deshpande: Only 3% of India's 300 million shavers buy premium blades
“There are 30 crore shavers in the country. 30 crore, three hundred million people who shave. 15 crore of them use one rupee blades. 15 crore, half the market use one rupee blades. Seven to eight crore people go to barbershops. Five crore people use disposable …”
Bombay Shaving Company claims 15% of India trimmer market
“So we have 15% market share in trimmers all India. We sell 7000 trimmers a day. 7000 trimmers a day all India. Yeah. At a thousand rupee price point.”
Sharma: China and Singapore had far more economic freedom than India in the 1980s
“From an economic standpoint, China and Singapore, especially then, Were far more, ah, free than India.”
Sharma: China laid off 90 million state enterprise workers in 1990s
“In the Nineties. This is one thing which I find very fascinating. China fired ninety million people from its state-owned enterprises.”
Sharma: India's 1960s–70s import substitution left industry uncompetitive
“We tried that. We tried that in the 19 sixties. We tried that in the 19 seventies. It was called something called import substitution, which is exactly what you're referring to, and it didn't work. It left us very uncompetitive.”
Sharma: Incumbent US White House party lost three consecutive elections for first time in 200 years
“This is the first time in America's history that the, at least in the last 200 years that I know of, that the incumbent party in the White House lost three times in a row.”
Sharma: US net immigration jumped to 2-3 million annually post-pandemic
“Then what happened was that after the pandemic, and because the Biden administration was supposed to really lose towards immigration, that number jumped to two or three million people a year of people coming in.”
Sharma: Reserve currency status cuts US borrowing costs by 50-100 bps
“Some estimates suggest somewhere between 50 to hundred basis points, half a percent to one percent of annual borrowing costs are possibly lower. Because of the fact that America has the world's reserve currency.”
Sharma: US annual home construction matches 1950s levels despite 50% population growth
“The number of new homes that America builds today is the same as a year, is the same as it was in the 19 fifties and sixties. Even though the population is 50% higher.”
Sharma: India's Tax-to-GDP Ratio Is High for Its Per Capita Income
“Because for our per capita income level at 3000 dollars or so, our tax to GDP ratio is pretty high.”
Sharma: Studies Show Flat Taxes Are Most Effective for Raising Revenue
“The studies which have done have generally shown that, in fact, a flat tax tends to be the best way to raise more taxes.”
Kamath: Unprofitable AI startups generating $50M in revenue are valued at $30B
“Like, there are companies which are earning fifty million, hundred million dollars of revenue, losing a lot of money, but they're worth 10,000,000,020 1,000,000,030 billion.”
Kamath: India taxes short-selling profits at 40% versus 10% for long positions
“But if you're short and you're right, you pay 40% tax. If you're long and you're right, you pay 10%.”
Sharma: India's net foreign direct investment has never sustainably exceeded 1%
“Because if you look at the East Asian countries, when they were doing well, since we've spoken so much about East Asia today as an example, they were attracting FDI of three to four percent of GDP. We have never really broken much above one percent of GDP, the…”
Sharma: There is no real movement in the US to break up Big Tech
“There's no movement in America to break these companies down.”
Sharma: US hedge fund startup compliance costs increased 10x over twenty years
“If you set up a hedge fund today in America, the cost of doing that has gone up 10 X. Over the last 20 years. The legal costs, the compliance costs, administrative costs. So then the threshold for you to break even has become much higher.”
Sharma: Only five or six countries globally levy an inheritance tax
“I think five or six countries in the entire world where inheritance tax still exists.”
Kothari: At least eight AI scribe startups generate over $10M ARR
“Look at the AI scribe market. There's at least eight companies I know all doing double digit million dollars in ARR all started within the last few years and all growing double digit month over month.”
Bonatsos: 8% to 10% of Men on Dating Apps Get 80% of Dates
“So something like eight to 10% of the guys get 80% of the dates.”
Khosrowshahi: 70% of Uber drivers work under 20 hours weekly
“70% of our drivers and couriers are working less than 20 hours a week.”
Khosrowshahi: Uber is adopting EVs five times faster than the public
“Within Uber, you know we are moving to EVs five times faster than the general public, so EVs inside of the Uber system are definitely increasing”
Arora: Cyberattack took down Ukraine's logistics systems at war's onset
“And the first thing that happened in the Russia-Ukraine conflict was the entire logistics systems of Ukraine was taken down by hackers because that was the way they could sort of destabilize and immobilize the army of Ukraine. It wasn't a bomb that landed. It …”
Sarandos: Americans watch two movies yearly in theaters vs seven monthly on Netflix
“Average American consumer watches two movies a year in the theatre, watches seven movies a month on Netflix.”
F1's US Media Rights Jumped 10x After Netflix's Drive to Survive
“When that contract came up because of all the brand building I did for Formula One, that fee went up 10 times.”
YouTube's recommendation system reflects user interest, not narrative control
“There's obviously, we endeavor to show a diversity of content, but it's generally oriented around what we know to be of your personal interest based on your viewing habits, et cetera. So you, as the user, really are in the driver's seat in terms of what type o…”
YouTube CEO Neal Mohan admits YouTube Originals was a failure
“We've tried in, in the past. We had something called YouTube Originals. It wasn't successful. So we don't do that.”
Most U.S. YouTube content is now consumed on television screens
“Well in the U.S., the majority of content Is actually consumed on television screens. And, you know, that could happen in the rest of the world. It's our fastest growing screen.”
Anucheth: AI signals cut Bengaluru junction wait times by 17-22%
“This is implemented in 165 junctions of Bangalore City. We have seen a tremendous reduction in the waiting time. Maybe up 17 to 22%, which is perceptible. Secondly, from operational point of view, ah, the amount of men deployed for each junction has reduced. A…”
Dayananda: Very few retired IPS or civil service officers succeed in politics
“None, none, none of the IPS officers or All India service officers who have joined politics after retirement have been successful. Very few.”
Anucheth: Bengaluru has India's highest vehicular density at 872 per thousand
“Now, Bangalore has the highest number of vehicles per thousand. It's 872 per thousand population.”
Anucheth: Baiyappanahalli-Whitefield Metro connection reduced peak traffic by 17%
“When the biopinality line got connected to the wild field line, right? Automatically peak our traffic reduced by 17%.”
Sharma: Micromax Surpassed 25% Market Share in India at Peak
“So when we were doing a three million at that time, our market share was around 20 five percent plus plus.”
Sharma: Micromax's current manufacturing revenue exceeds its peak smartphone brand revenue
“Today, our manufacturing is bigger than, you know, the revenue is way more bigger than what we used to do in our brand, which probably not most of the people will know. But we are doing way more better than what we used to do earlier.”
Luxon: New Zealand offers a three-year residency pathway for NZ$5M
“That's why we've just launched actually what we call the active investor visa. You know, if you want to put five million dollars New Zealand into investment in New Zealand there's a pathway to residency in three years.”
Srinivas: Western AI labs deprioritize Indian voice and speech synthesis
“I think voice most of the AIs are pretty bad at Indian voices. The speech recognition and speech synthesis are not necessarily good. That's a place where you can make a clear difference because it's not a high priority for the Western labs to make it work.”
Energize Has Three Clinical Studies and CDSCO Approval for Vagus Nerve Wearable
“And we've got three clinical studies under our belt, one clinical trial where CDSU approved, we're filing for an FDA license.”
Chitharanjan: Blue Tokai survey shows ₹250 is the consumer price sensitivity threshold
“So we've done a survey and it's two 50 rupees is kind of the, they won't notice anything up until two 50 rupees is above two 50 rupees, then they, then they'll start to pay attention.”
Kamath: Zara and H&M sales growth in India is flatlining
“Like a Zara in India, which was growing at 30, 40% or a H&M a year ago, is now either not growing or flatlining.”
JC: No proof NAD precursor supplements reach the mitochondria
“But if you're talking about taking supplements that are working at a mitochondrial level, it doesn't have any proof. It doesn't have any validation. For example, if we talk about NAD precursors, Today, we don't know if those precursors are actually getting abs…”
Bryan Johnson: Emergent evidence shows psychedelics are alternatives to pharma drugs
“There's a lot of interesting trials for veterans working on PTSD. You know, also psilocybin is very promising. So I'd say, yeah, psychedelics are having a resurgence in the US of interest where they got pretty buried by the government in the seventies, eightie…”
Chouksey: Blood tests for magnesium are misleading due to bone mineral leaching
“A lot of people rely on blood tests for magnesium, which is not the right way. You should rely on you know, DEXA for that. So, because over a period of time, body's homeostasis would leach out magnesium and other minerals from your bones and still maintain you…”