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 4 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 Not checkable as stated
Laffont: Tech companies face a widespread shortage of AI chips
“Everybody has a gigantic shortage of chips right now. That I know for sure from all of our private companies, public companies, there's a shortage of chip, a shortage of compute power.”
Philippe Laffont May 9, 2025 ▶ 29:43 Fed Hesitates on Tariffs, The New Mag 7, Death of VC, Google's Value in a Post-Search World
Assertion Supported
Laffont: Bezos and Dell families provided $1B to launch Coatue fund
“So I went to see the family offices. I didn't quite see the founders directly, but the family offices for both the Bezos family and then the Dell family. And I sort of pitched them the idea. They liked the idea. Then we pitched it to the founders and then we g…”
Philippe Laffont May 9, 2025 ▶ 1:23:28 Fed Hesitates on Tariffs, The New Mag 7, Death of VC, Google's Value in a Post-Search World
Prediction Partly held up
Laffont: Consumer sentiment will improve within a month following market rise
“I bet you that now that the market's gone up, we look at sentiment in a month from now, and it'll be like, oh, sentiment's getting better.”
Philippe Laffont May 9, 2025 ▶ 16:25 Fed Hesitates on Tariffs, The New Mag 7, Death of VC, Google's Value in a Post-Search World
Assertion Supported
Laffont: Microsoft reported processing 100 trillion AI tokens in Q1
“And Microsoft said that in their Q-one they processed a hundred trillion tokens 50 trillion alone in March.”
Philippe Laffont May 9, 2025 ▶ 29:05 Fed Hesitates on Tariffs, The New Mag 7, Death of VC, Google's Value in a Post-Search World
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