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 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

Assertion Not checkable as stated

Davidson: Over $300 billion in US construction spend is managed on paper

“I mean, it's one of, pen and paper is probably the most common form in which more than three hundred billion dollars are managed. And you know, that's pen and paper in Excel. That's the main model that we see.”

Maria Davidson May 4, 2023 ▶ 12:13 Ep 56: A Philosopher Reinventing Construction? Maria Davidson & the Story of Kojo · Joe Lonsdale

Assertion Supported

Melas-Kyriazi: Claude Automatically Generates DCF Models in Excel

“Like one thing that we published recently was you can go into Excel, hook it up with Claude, hook up Claude with standard metrics, and then ask it to do a discounted cashflow for a portfolio company. It'll just build it for you.”

John Milles-Kiriazzi Apr 17, 2026 ▶ 27:44 How AI Agents are Changing Investing · Joe Lonsdale

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The Ledger

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