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 4 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

What-if
Goldman Sachs should have prevented KKR's rise in private equity
“There was no reason, really, that a KKR or a Forsman Little that were the big players back then should ever have existed. Your old firm Goldman should have beaten them.”
Tony James May 5, 2026 ▶ 4:36 Building Blackstone, Backing Costco, and Working with Munger | Tony James on The a16z Show
Assertion Not checkable as stated
A $50 Billion NVIDIA Data Center Requires Only $15 Billion in Equity
“Like, let's say it's fifty billion dollars. For an Nvidia data center, you need a fifteen billion dollar equity check. Okay. You can finance the other thirty five billion.”
Gavin Baker Aug 31, 2026 ▶ 1:03:08 Why AI Demand Is Outrunning Compute Supply
Assertion Not checkable as stated
Private Credit Finances NVIDIA GPU Purchases at Low Cost of Capital
“Particularly if you're buying NVIDIA GPUs to a lesser extent TPUs, you can finance these. And there's a very sophisticated, you know. Yeah, it's a very low cost of capital to finance them today.”
Gavin Baker Aug 31, 2026 ▶ 13:17 Why AI Demand Is Outrunning Compute Supply
Assertion Partly supported
Tony James: KKR's Houdaille transaction was the first major public LBO
“The big turning point, I would say, was 1980 when KKR did a LBO for Hudai Industries, the first big public company that went, actually, was taken private.”
Tony James May 5, 2026 ▶ 3:06 Building Blackstone, Backing Costco, and Working with Munger | Tony James on The a16z Show
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