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

Insight
Litinsky: Rare earth magnets are the feedstock to physical AI
“So rare earth magnets are really the feedstock to physical AI.”
James Litinsky Jul 23, 2025 ▶ 1:14 Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller
Insight
Litinsky: Electrification hardware boom rivals the 1910s automotive industry birth
“This is like, this is the era of, it's as if it's, you know, the 19 teens, and Ford is just out. I mean, there is an entire supply chain, and it's not just EVs, it's wind turbines, it's drones, it's robots, and it needs to be a bunch of real stuff that we all …”
James Litinsky May 31, 2022 ▶ 12:04 #AIS: MP Materials CEO James Litinsky on rare earths, supply chain, and energy independence
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