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 2 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 Contradicted
Arora: Compute costs have increased 2x to 4x over two years
“If I abstract, if I step back today there's not enough compute for what the world is demanding. Unequivocally not enough compute, right? You can't buy compute. Compute is costing two to three X or four X more than it used to cost two years ago. There's not eno…”
Nikesh Arora Jun 22, 2026 ▶ 19:40 Nikesh Arora on the Frontier Model Problem: Breadth vs Depth | The Future of Token Costs · 20VC with Harry Stebbings
Assertion Contradicted
Arora: Masayoshi Son was the world's richest man for over 80 days
“He was the richest man in the world for eighties, 80 plus days.”
Nikesh Arora May 20, 2024 ▶ 15:33 Nikesh Arora: Lessons from $102BN Market Cap & How to Create & Sustain Competitive Advantage | E1155 · 20VC with Harry Stebbings
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