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

Disclosure
Ulevitch: Three a16z Portfolio Companies Are on China's Sanctions List
“We have three companies now that are on China's unreliable entities list, which is an amazingly named list but they're forbidden now from buying batteries from China.”
David Ulevitch Nov 19, 2025 ▶ 1:09:50 Ben Horowitz & Marc Andreessen: Why Silicon Valley Turned Against Defense (And How We're Fixing It)
Disclosure
Ulevitch: Chinese battery cutoffs have severely impacted a16z portfolio startups
“Being cut off from being able to buy batteries from China is incredibly punitive to a company, and we've certainly seen that happen with some of our startups, and then they have to go, you know, then you find out quickly that the ability to procure and source …”
David Ulevitch Jul 16, 2025 ▶ 13:19 America's Energy Problem: We Need A New Grid
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