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.
why aren't all 10 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
Michael: Defense contractors are banned from using Anthropic for fighter jets
“Boeing wants to use it to build fighter jets. I can't have that because I don't trust what the outputs may be because they're so wedded to their own policy preferences.”
Friedberg predicts legacy defense contractors will face severe challenges in 2025
“I went with the kind of old defense and aerospace providers, Boeing, Lockheed Martin, Raytheon. Driven by kind of China dominance, driven by US defense budgets that I think are going to need to shift towards a more kind of tech oriented and ROI driven rational…”
Friedberg predicts defense tech startup Anduril will become the next Boeing
“I just think that that's going to be the next Boeing.”
Chamath: Boeing succeeding across airlines, defense, and space is nearly impossible
“Boeing is these three very complicated businesses that try to live as one. So you have a commercial airline business, you have a defense business, and you have the space business. I'll be the first one to say that I think it's extremely difficult to be good at…”
Benioff: Boeing CEO Kelly Ortberg has sold 200 planes in China
“Kelly selling planes. He's already sold 200.”
Chamath: US-UK trade deal cuts tech tax and adds $10B Boeing order
“By the way, that trade deal, we also eliminated the two percent surtax on big tech companies, and then Howard just said today that They're gonna announce a ten billion dollar order from Boeing on top of that as well.”
Friedberg: Boeing took a $1.6B loss on Starliner compared to SpaceX Dragon
“To date, by the way, Boeing has taken a 1.6 billion dollar financial hit On the development of this program. SpaceX, by the way, won a 2.6 billion dollar contract to develop the Crew Dragon capsule, and just to give you guys a sense, the Crew Dragon capsule ha…”
Chamath: Boeing spent $65M on lobbying over four years
“Boeing, as an example, in like the last four years, how much money do you think they've spent on lobbyists and PACs? I'll tell you, sixty-five million dollars. How much have they spent just in the last year? Almost eleven million dollars.”