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.

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why aren't all 9 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

Opinion
CCP Launders Anti-Data Center Campaigns Through TikTok, Asserts Gavin Baker
“Like there is an organized CCP funded campaign. I think against data centers here in America. Like I think a lot of it gets laundered through TikTok and it's just tragic because the other thing that's happening is this is re-industrializing America.”
Gavin Baker Aug 31, 2026 ▶ 26:48 Why AI Demand Is Outrunning Compute Supply
Opinion
Microsoft Failed to Build Competitive In-House Frontier AI Models
“They clearly tried to make a frontier model. They failed. You know, Satya said, we're gonna have our own models that are very competitive. Like, I think he said that 18 months ago. They don't have their own models that are competitive.”
Gavin Baker Aug 31, 2026 ▶ 48:15 Why AI Demand Is Outrunning Compute Supply
Opinion
Baker: Artificial intelligence is not currently in a financial bubble
“I do not believe we're in an AI bubble today.”
Gavin Baker Oct 30, 2025 ▶ 3:21 "Is there an AI bubble?” Gavin Baker and David George
Opinion
Baker: Chinese open-source AI helps US firms catch leading frontier labs
“In a strange way, the Chinese open source model ecosystem is a godsend to any American company that's trying to catch those four leading labs.”
Gavin Baker Oct 30, 2025 ▶ 22:26 "Is there an AI bubble?” Gavin Baker and David George
Opinion
Baker: Debate between humanoid and non-humanoid robots is over
“Is it going to be humanoids or not humanoids? I think that debate is over because humanoids can kind of learn, you know, from watching YouTube videos, and then it's easier for a human being you know, to put on a suit and show the robot how to do it.”
Gavin Baker Oct 30, 2025 ▶ 30:37 "Is there an AI bubble?” Gavin Baker and David George
Opinion
AI Adoption Accelerated Across OpenAI, Open Source, and Grok in Summer
“Now, if we're being honest, you know, Anthropic is you know, in a quiet period, so maybe they've slowed down a little bit, but I do think the rest of the world has accelerated, you know, OpenAI is clearly accelerated. Open source, I think, has accelerated more…”
Gavin Baker Aug 31, 2026 ▶ 1:40 Why AI Demand Is Outrunning Compute Supply
Opinion
Anthropic Cleaned Up Accounting to Make Revenue Comparable to OpenAI
“If you're anthropic, one, I think they probably trued up and cleaned up some accounting. You would, you'd rather do that. So you rebased and now you're comparable to open AI.”
Gavin Baker Aug 31, 2026 ▶ 3:31 Why AI Demand Is Outrunning Compute Supply
Opinion
Baker: ChatGPT was a 'Pearl Harbor' moment for Google
“No, to me, ChatGPT was Pearl Harbor for Google, and we're going to see how they responded, and they're slowly starting to respond.”
Gavin Baker Oct 30, 2025 ▶ 13:01 "Is there an AI bubble?” Gavin Baker and David George
Opinion
Google TPU Data Centers Require Double the Equity Check of NVIDIA GPUs
“TPUs are the second most financeable. It probably takes, I don't know, double the equity check at least. And then the rates on the rest of it are higher.”
Gavin Baker Aug 31, 2026 ▶ 1:04:01 Why AI Demand Is Outrunning Compute Supply
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