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 12 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
Cotton: Supreme Court will restrict nationwide district court injunctions
“So I think these activist liberal judges are issuing so many of these injunctions that you will see a decision I hope sooner rather than later at the Supreme Court where the Supreme Court using its power the apex of our judicial system outlines the circumstanc…”
McCord: AI infrastructure spending will reach $1T by early 2030s
“I think, you know, it'll be the biggest infrastructure build that humanity has ever done, I think. I think you could make that argument. I think we will hit a trillion dollars in the early 20 thirties.”
Gerstner: More compute will be deployed in 2024 than all previous history
“We're gonna deploy more compute in twenty-twenty-four than in all previous years combined.”
Gerstner: 10-year yields are peaking and rate cuts are coming in 2024
“We're nearing the top of tenure, if not at the top. We're gonna see rate cuts next year, and importantly, we're at the beginning of what may be the most important super cycle, accelerant, to our economy in a long time.”
Berdichevsky: Automotive scale will make lithium-ion dominate electrical grid storage
“Being somebody who's in lithium ion, I actually think the scale of automotive will also lead lithium ion to dominate most of the grid.”
Balaji Srinivasan: Bitcoin will be 10x PayPal and may be 10x gold
“I think Bitcoin will in the fullness of time, it's certainly 10 X, it will be 10 X PayPal. It may be 10 X gold.”
Defensive teams will run offensive AI agents to train defense systems
“There is no question that In the future, you'll have AI agents on offense run by the good guys to train the AI on defense run by the good guys.”
Mandia: Good guys will use offensive AI agents to train defensive AI
“There is no question that in the future you'll have AI agents on offense run by the good guys to train the AI on defense run by the good guys.”
Srinivasan: Europe, Asia, and Latin America will keep Bitcoin legal
“That means that Europe, the Middle East, big parts of Latin America, big parts of Asia, it will be at a minimum legal to buy, sell, send, and receive Bitcoin.”
Barnard: EVs will integrate with home bi-directional power in under three years
“Your electric car will be fully integrated in this house we're sitting in in probably under three years with bi-directional inverters where you'll say, well, wait a minute, I kind of want to, you know, deploy energy into my car right now, or maybe I want my ca…”
Sprowls predicts risk assessment will highlight cybersecurity and coastal flooding
“I believe that you're going to see massive risks in cybersecurity. I think you're gonna see massive risks in coastal flooding, both of which are two issues that we looked at last year and had some significant movement on.”