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 3 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 Partly supported
Litinsky: Rare earth supply chain outside MP Materials is domiciled in China
“So outside of us, this entire supply chain is essentially domiciled in China.”
James Litinsky May 31, 2022 ▶ 6:48 #AIS: MP Materials CEO James Litinsky on rare earths, supply chain, and energy independence
Assertion Contradicted
Litinsky: MP Materials is 100% of the US rare earth industry
“We're a hundred percent of the American industry.”
James Litinsky Jul 23, 2025 ▶ 0:46 Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller
Assertion Partly supported
Litinsky: MP Materials generates ~$450M in run-rate EBITDA
“We're now doing approximately four hundred and fifty million of run rate EBITDA today.”
James Litinsky May 31, 2022 ▶ 11:12 #AIS: MP Materials CEO James Litinsky on rare earths, supply chain, and energy independence
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