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.

clear all ✕

why aren't all 3 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

Assertion Supported
O'Driscoll: Waymo is burdened by high LiDAR and remote driver costs
“Waymo works, and the problem is cost structure. The Tesla product doesn't quite work yet, but if it does, the cost structure will be lower, right? Waymo has the physical costs of the more expensive cars. It has, obviously, including the LiDAR cost, and then le…”
Rory O'Driscoll Feb 5, 2026 ▶ 1:14:26 The SaaS Massacre: Public Market Collapse |Microsoft Lost $360B & NVIDIA’s $100B Dispute with OpenAI
Assertion Supported
Villig: Google heavily subsidizes Waymo rides to mask high operational costs
“Yeah, but there's a difference between price and cost. Google is one of the wealthiest companies on the planet. They can keep on subsidizing millions of rights for a long time. That doesn't mean the cost structure is there.”
Markus Villig Nov 13, 2024 ▶ 1:13:58 Markus Villig, Founder @Bolt: The Most Insane Story in Startups & The Future of Self-Driving| E1225 · 20VC with Harry Stebbings
Assertion Supported
O'Driscoll: Waymo brings in hundreds of millions, not billions, in revenue
“There are, you know, hundreds of millions of dollars in revenue, but not billions.”
Rory O'Driscoll Sep 10, 2026 ▶ 43:42 Jensen Huang Declares AGI Has Arrived | Tesla Launches Cybercabs | Index Pulls Out of Town
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