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
Das: YouTube consumes one to two percent of all human waking hours
“And if you do the numbers, the final result I got was two percent of all human waking hours is on YouTube.”
Das: Teen developers make millions paying Discord creators to flood TikTok
“What they will do is they'll pay off people to, they'll pay off other people to make Discord, ah, sorry, on Discord to make TikTok videos and then have like some commission based agreement. And then these apps are making millions and millions of dollars of mon…”
Bonatsos: Over 50% of South Korean men use beauty products daily
“Over there, if you're a man, there is a more than 50% chance that you use beauty products every single day.”
Khosrowshahi: COVID-19 destroyed 85% of Uber's volume overnight and doubled massive losses
“We lost 90% of our business, and by far, you know, the profitable piece of the business, and overnight, we lost 80, 85% of our volume. Couldn't be worse. And we went from, we were already losing two billion a year. We went from losing two billion a year to, li…”
Khosrowshahi: Billions of Dollars in Uber Eats Transacted via Mobility App
“So if you go on Uber now, Uber Mobility, we have Uber Eats available to you, and people are transacting billions of dollars of Uber Eats on the Uber Mobility app.”
Altman: India is OpenAI's second largest market in the world
“And in particular, India is now our second largest market in the world.”
Khosla: Telcos said in 1996 they would never adopt TCP/IP
“They told me in 1996 when we started Juniper, they would never adapt TCP IP.”
Khosla: 35% of Google's code is written by AI
“Because, you know, Google's gone from zero percent AI-generated code to, I think the last claim, 35% of all code being written in Google is being written by an AI.”
Khosla: UPI saves India a 3% transaction fee paid in the US
“As part of Aadhaar, today we have UPI, which takes away the need for Visa and MasterCard, so it's a three percent tax on the economy that Indians don't pay, but everybody in the U.S. Pays.”
Arora: Larry Page structured Google with 7 product heads, 1 business lead
“When he became CEO of Google, he said, I'm going to have 10 direct reports. There's going to be one CFO. One lawyer, and one business person, and seven product people.”
Arora: Tech makes up 35% of the S&P, up from zero historically
“If you look historically 35% of the S&P is made of technology companies. 30 years ago, it was none, right?”
Sarandos: US box office is down 20% despite ticket prices rising 25%
“Yeah, in the U.S. It's down about 20% right now. But remember, ticket prices are up 25%. So attendance is way down.”
Sarandos: Large-screen TVs are now cheaper to manufacture than phones
“It's cheaper to make a large screen TV now than it is to make a phone.”
Sarandos: Netflix India subscriber traction is spread across all pricing tiers
“No, it's across the, it's across all the programs. Whatever suits the individual.”
Sarandos: International content performs strongly in India despite Bollywood convention
“I think there was a belief for a conventional wisdom was that India is all Bollywood and India is all local. And actually the taste of their international shows play really, really well in India. So the taste is very broad and very global.”
Sarandos: Anime and Turkish soaps perform very well in India on Netflix
“The international performance of kind of programming from Japanese anime to Turkish soaps, to all kinds of different things that you would not expect would work very well in India, work very well in India.”
Two billion people visit YouTube every single day
“I mean, two billion people come to the platform every single day.”
Indian creators earned $2.5 billion on YouTube over three years
“Indian creators generated 21,000 crores
two and a half billion dollars on YouTube in the last three years.”
15 percent of Indian YouTube watch time occurs outside of India
“Something like the, on the order of 15%, or
Like, ah, which translates to about forty-five billion hours of watch time of content created by Indian creators is actually consumed outside of India”
Dayananda: Over 97% of Bengaluru traffic challans are now contactless
“So nearly over 97% of our chalanengi is contactless. Only three percent. That is drunk driving, then signal jump, and a few other. Specific drives they do. Only that one, they do physical enforcement. Rest all is contactless.”
Dayananda: Karnataka cadre officers generally avoid central government postings
“Officers from Karnataka corridor do not like to go to the centre. Forget about us insiders, even the outsiders who have come here, like from other states, like generally it is, ah, out of every four posts, three positions will be held by the outsiders, and one…”
Anucheth: Bengaluru vehicle count doubled between 2013 and 2023
“So we have 1.5 crore population with 1.23 crore vehicle population, right? So with the kind of explosive growth, so the compounded annual growth rate of vehicles is eight percent, right? We doubled in between 2013 and 22, 23. It was 56 to become 1.12 crores, r…”
Dayananda: Cybercrime exceeds 40% of reported offenses in Bengaluru tech corridors
“Now we are having nearly about 20, 25% of our crimes are cyber crimes now. Maybe in the coming days, in certain divisions, it is already, it has already crossed 40, 45%, like Whitefield Division and Southeast Division. About 40% of the crimes are cyber crimes.”
Pei: OnePlus First Year Did $300M Total, Profitable Only Internationally
“After one year, after launching the product at OnePlus, China did one hundred million dollars in revenue. International did two hundred million. China lost money. International made money.”
Sharma: India Charges 16.5% Mobile Tariff While US Charges Zero
“If you see the reciprocal tariff, even on mobile phones, it's, you know, in it's 16 and a half percent. Right. So if anything coming into India is, there is a duty of 16 and a half, going to US as of now is zero percent.”
Sharma: Micromax Scaled to Selling 3 Million Phones per Month
“From selling 10,000 phones a month a month, we were selling three million phones a month.”
Sharma: Micromax hired Nokia's top R&D team after Nokia sale
“When Nokia got sold, we had the, you know, we took all the top Nokia, they had the gold, you know, division. We got all gold guys from Nokia and doing the R&D at that time.”
Pei: Apple gets TSMC's latest semiconductor batches before all competitors
“Actually, what we talked about before, they get the TSMC latest. Yeah, they get the first batch before everybody else. They get the latest technology from TSMC for Apple Silicon.”
Khatri: Noise held over 25% smartwatch market share for 3-4 years
“We would be north of 25% for last three, four years.”
Khatri: Noise generates $150M to $200M in annual revenue
“We would be somewhere sitting we'd have been one 50 to 200.”
Khatri: 90% of Bluetooth earphones in India sell for under $25
“And interestingly, 90% devices get sold below 25 dollars, which is sub 2000 rupees.”
Sharma: India targets a $500B electronics market by 2030, 60% components
“India is projecting a market of five hundred billion dollars by 2030. It's a huge market. 60% of that is components.”
Sharma: Qualcomm and MediaTek have their largest R&D centers in India
“He was talking about Qualcomm or MTK. Their biggest R&D centers are in India.”
Khatri: Samsung is developing non-invasive CGM tech at Bangalore R&D center
“Samsung has a huge R&D center in Bangalore, where they are working on blood pressure and CGM on device where it's non-invasive.”
Gates: Microsoft lost the mobile OS race and Android won non-Apple phones
“We competed with Google over the mobile phone operating system, and we fell behind, and, you know, today, nobody remembers there was a Windows Mobile thing. It's just Android. For non-Apple phones, it's basically all Android.”
Aravind Srinivas: Current AI Lacks Recursive Self-Improvement
“What you're suggesting is like an AI that not only learns and trains on stuff that the humans throw at it, but also like decides what to do next in terms of how to make itself better. Recursive self-improvement. That is not correct yet.”
Srinivas: Today's AI Combines 10,000 Knowledge Professions Without Hard Coding
“Whatever we are working with today is like, okay, it's some 10,000 knowledge worker professions in one system without any like hard coding.”
Kamath: Indian coffee shops generate 50% revenue from coffee and 50% from food
“Most coffee shops in India now get 50% from coffee and 50% from food.”
Energize Reaches 2,600 Orders and ₹1.5 Crore in Revenue Pipeline
“We've done about 2600 orders if you count the purchase order that we're going to receive from a mental health forward fintech startup, which is roughly translates to about one and a half crores in revenue.”
Pai: Referrush achieves 6% conversion rate versus 1-1.5% e-commerce average
“On average, I'm sure their conversion rates are like one percent, one and a half percent.
We have an average of six percent conversion rate on our platform.”
Gulati: Solid-state storage holds 6x more hydrogen than compressed cylinders
“Our system is able to give you six X more hydrogen in the same space of storage than you would in a compressed cylinder.”
Gulati: Nisadia storage is twice as dense as liquid hydrogen
“It's also two times more dense than liquid hydrogen is.”
Blue Tokai co-founder: Coffee growers doubted Indian consumers would pay for specialty coffee
“Even when we went and talked to the growers, they felt that Indian consumers weren't ready to pay for good quality coffee, that you'd have to cut it with Robusta or do a commodity Arabica offering in order to bring the price down so that you could get acceptan…”