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
Bryan Johnson: Breathing Mumbai air equals smoking over 10 cigarettes daily
“In this air quality here in Mumbai, it's equal to smoking over 10 cigarettes a day. If you're out in the, every day, like the entire city is smoking, you know, 10 plus cigarettes a day, breathing this air, right?”
Chouksey: Alcohol contains DNA-damaging formaldehyde and causes cellular harm
“Alcohol has formaldehyde. Pomaldehyde has the potential to damage your DNA. So at a cellular level, it is damaging.”
JC: Whoop samples heart rate more frequently and accurately than Apple Watch
“For example, again, you have Apple watch, for instance, they don't sample your heart rate as frequently as let's say a whoop. So in terms of sampling whoop has the highest sampling rate and that's why it's most accurate.”
Chouksey: Oral collagen supplements do not increase collagen production
“So you taking collagen supplementation is not going to in any way, meaningfully increase the production of collagen.”
Modi: Indian government eliminated around 40,000 regulatory compliances
“اس لئے ہم نے کیا کیا قریب چالیس ہزار کمپلائنسز ہم نے نکال دی ہے”
Self-supervised learning is the primary breakthrough behind modern chatbots
“Self-supervised learning is what has become
Very prominent over the last five, six years and is, is really the main component or the main contribution to the success of things like chatbot and natural language understanding systems.”
The computing infrastructure required for AI inference vastly exceeds training
“It's a lot of computing infrastructure. It's actually much bigger than the infrastructure for learning.”
LLM inference costs dropped 100x in two years, far outpacing Moore's law
“I think the cost of inference for LLM has gone down by a factor of a hundred in two years. I mean, it's just, it's amazing, right? It's way faster than Moore's law.”
Shankar: India Urban Population to Reach 600M by 2030 Amid Supply Deficit
“Right now, urban cities are at 35% urbanized. Like, 35% of the population lives in urban cities, which is about four hundred and eighty million people. This is expected to go up to 40% by some 20, 30 or so, which is 600, which is, sorry, yeah, about six hundre…”
Virwani: India is Blackstone's most profitable market outside the US
“India has been very, very successful for them. I think it's been their most profitable market outside of the US.”
Shankar: Prefab construction cuts time by a third but costs 3-4x
“While you can cut your time, the timelines by almost a third, the cost was also like three to four X higher.”
Virwani: Mercedes builds its complete car interactive system in India
“Mercedes as an example, the entire unit, the entire interactive system in every Mercedes car gets built. You know, out of India.”
Shankar: GCCs account for 28% to 30% of Indian office leasing
“The reason why GCCs keep coming up is because from the commercial office take-up, they're taking up almost 28 to 30% of your office space. I think now, co-working was at 25, 26%. It's come down to 21%. IT has actually come down to maybe 10 to 15% from new spac…”
Nilekani: Indian government asked for unique ID, not digital ID
“No, the government asked me to build a unique ID. There was no digital in it. I made it digital.”
Nilekani: Digital rails compressed 46 years of banking penetration into nine
“So on the normal GDP, if you had looked at it, it'll take in 46 years to get to the level of banking penetration that we did in nine years, because you accelerated with digital technology.”
Kamath: Multiplex Occupancy Rates Are Lower Than Five Years Ago
“Like, there's a couple of companies I'm a small part of, and let's say occupancy rates in multiplexes are lower than where they were five years ago. It's harder for a multiplex to make money.”
Aamir Khan regretted sacrificing family relationships for his career, says Kapoor
“I know Mr. Aamir Khan, when I meet him now, and, I met him two years back, and he was in tears. So what happened? He's like, I've spent 30 years of my life, and my only relationship I have is with my audience. I don't have a relationship with my children, I do…”
Shenoy: Bira gets most volume from mass strong beer category
“Beera also gets majority of its volumes from the same category as Hayward's 5000 and Kingfisher's Strong, where it's the base category where in certain states they really get a lot of volume.”
Khaitan: Magic Moments accounts for 60% of India's vodka sales
“Today we are proud that magic is the seventh largest vodka in the world. And in India, out of all the vodkas, starting from a regular to a Grey Goose or a Kaufman, 60% of any vodka sold is magic.”
Khaitan: Pan-India Liquor Distribution Requires 35 Bottling Units
“In our industry, if you want to go all India, you have to have 35 bottling units.”
Shenoy: Diageo's Celebration Rum now significantly outsells Old Monk
“I think Celebration Ram, which is of DI Joe, now outsells Old Monk quite a bit.”
Khaitan: Flavored Vodka Accounts for 80% of India's Vodka Market
“In vodka, 80% of the market now has become flavored vodka.”
Suri: Listing a single whiskey SKU in Delhi costs ₹25 lakh
“Whiskey is 25 lakh rupees per SKU in Delhi to get your product listed.”
Kamath: Celebrity-led fashion and cosmetic brands fail in India unlike globally
“When I've looked at fashion, cosmetic, brands led by celebrities, In India have not worked. Globally have worked.”
Gates: High Tax Rates in Northern Europe Have Not Broken Incentive Systems
“When we had, ah, democratic capitalism, there was always this concern that the poorest would kind of overtax the rich and that the incentive system would be broken down. In fact, you know, that really hasn't happened. You have in Northern Europe very high tax …”
Mittersain: A 19-year-old's Roblox game generates $60M in annual revenue
“I just did a Zoom call recently with a 19 year old kid who has a game called Blocks Roots. And it makes something like sixty million dollars a year or something. In revenue.”
Kim: Apple's privacy policies are killing ad-driven hyper-casual game monetization
“The summary is you can't do targeting anymore because of Apple's Privacy policies. And so the ability for the hyper-casual games that are largely driven off of the ad-driven model to then make money off of those ads through targeting is going away. And Apple j…”
Mittersain: Banning real-money gaming in Indian states drives the market underground
“When you ban, you've seen in many states, for example, in India, where games have been banned. The online real money games have been banned. The business has usually gone underground. To more irresponsible players. Which completely exposes the users.”
Alagh: Johnson & Johnson Faced US Boycotts Over Cancer-Causing Talc
“And because I had lived in New York, I knew back in New York, there was this whole movement around J&J going on where the talc had some cancer causing ingredients in them and they were being taken off the shelves.”
Alagh: Harmful baby skincare ingredients banned abroad were widely used in India
“Those ingredients were banned in a few countries to be used on a baby's skin, which were being widely used in India.”
Alagh: Importing and tweaking foreign formulations dilutes product performance
“Formulations get developed outside of India, and then they are imported within India, and then they are adjusted for India, which dilutes the performance of the product.”
Poddar: Rare Rabbit founder was Zara Man's sole designer and manufacturer for 12 years
“In those days, I worked for 12 years exclusively for them. I designed collections for them. I was the only men's manufacturer for them, for Zara man.”
Kamath: A sovereign fund asked to take my Rare Rabbit investment allocation
“One sovereign fund, Southeast Asian country, their India CEO or something like that was there. He comes up to me and he says, Why don't you reduce your allocation to rare rabbit? So we can do more.”
Poddar: Smart casual fashion did not exist in Indian retail
“I had a choice of doing jeans wear or formal brand. This is the only two fashion Concept existing in India. There's nothing called smartware. And which exists in Europe. It doesn't exist in in the rest of the world. There is no, so there's genes There's busine…”
Poddar: Rare Rabbit is genuinely the largest online brand in India
“And we are the largest online in the country, not metaphorically, but in genuine terms.”
Kamath: Sovereign credit rating methodologies rely mostly on subjective, perception-based parameters
“Six are quantitative in nature, like GDP rate, fiscal deficit, inflation, past track record of servicing debt. The other 10 or 11 parameters are arbitrary in nature. It's more coming around perception and stuff like that.”
Agarwal: Indian companies cannot achieve an A credit rating due to sovereign caps
“So if you are an Indian corporation, you may be like any big company, you don't get a rating because your sovereign itself is not rated that.”
Agarwal: 10% of OYO hotels on minimum guarantees drove most losses
“90% of our hotels were revenue share hotels. 10% were minimum guarantee. Those 10% hotels drove most of the losses and 90% of them were highly margin accretive always.”
India Averages One Extreme Weather Event Per Day According to Data
“So we do something called extreme weather database. And we put together all the extreme weather events as defined by IMD and then produce a report at the end of each year. It's one extreme weather event a day, as defined by IMD.”
Narain: US emission reductions rely on switching from coal to shale gas
“The U.S. Has gone from coal, the use of coal, to the use of shale gas, ok? Now, most of its energy today comes from shale gas.”
Distribution Inefficiencies Inflate Indian Power Tariffs From Two to Eleven Rupees
“By the time it gets applied to a customer, it's about seven to 11 rupees. So the first question that we have is the inefficiencies in the system that take the supply from the one or two rupees to the 11 rupees.”
Dubash: Solar power costs 2 rupees per unit, 4 with storage
“So for solar, the lowest you can get these days is around two rupees. Right. Now it gets complicated because they're starting to say, well, what about solar and storage? So solar and storage ends up being around four rupees, but it's not enough storage to come…”
Current Global Climate Policies Put Earth on Track for 2.6°C Warming
“Right now we're on track for somewhere around 2.6.”
Pednekar: Film Productions Pollute and Disrupt Local Ecosystems on Set
“My industry is a polluter. You know, like if you see film sets are not run in the most sustainable manner. Wherever we go, we actually, Destroy the ecosystem that we are at.”
Narain: Michelin and Danone claim credits through tree-planting offsets
“So if you look at the offset programs, if you look at the analysis we did, so Michelin Danone, a lot of the companies that are claiming carbon credits are claiming it on the basis of the trees that they have bought the offsets from, the carbon credits from.”