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 4 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 4 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
Randle: CoreWeave and AI cloud providers will eventually crash 70%
“I think at some point, like they'll probably, you know, Corweave and all these things will probably go down like 70%.”
O'Driscoll: AI debt models require three to five years of CapEx growth
“All this depends on three to five more years of continued AI CapEx expansion. If that's the case, everything works, and if that's not the case, all bets are off.”
Lemkin: CoreWeave will show signs of an AI slowdown before hyperscalers
“Core weave, if core weave struggles, if it can't service its debt, if it can't raise more debt through this weird through, through the hyperscalers guaranteeing it, that's where we'll see, even if there's just a bump in this cycle, that's not that, that doesn'…”
Calacanis: Oracle and CoreWeave stock pullbacks are temporary market jitters
“And there's no reason actually, listen, I'm not saying that, that these are even the best companies we've ever had, but there's no reason I don't think they will rebound as the overall trends. I think these are just jitters. The overall trend I think is still,…”