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
Siddharth: Chinese open-source AI models like DeepSeek and Qwen are state-of-the-art
“I think it's very impressive, like the progress that they've made in open source with DeepSeek Kimi Ketu, Kuen. These models are state of the art.”
Jonathan Siddharth Dec 1, 2025 ▶ 1:09:21 Turing CEO Jonathan Siddharth: Who Wins in Data Labelling & Why 99% of Knowledge Work Will Disappear · 20VC with Harry Stebbings
Prediction Held up
Siddharth: Governments will build sovereign internal AI models
“I think it would make sense for governments to build their own internal versions of some of these models, which would require proprietary data again to be collected.”
Jonathan Siddharth Dec 1, 2025 ▶ 42:32 Turing CEO Jonathan Siddharth: Who Wins in Data Labelling & Why 99% of Knowledge Work Will Disappear · 20VC with Harry Stebbings
Assertion Partly supported
Siddharth: 39% of Nvidia's revenue comes from just two clients
“Nvidia, for Nvidia 39% of their revenue comes from two clients, right? And roughly 50% was like four clients.”
Jonathan Siddharth Dec 1, 2025 ▶ 41:20 Turing CEO Jonathan Siddharth: Who Wins in Data Labelling & Why 99% of Knowledge Work Will Disappear · 20VC with Harry Stebbings
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