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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

Opinion
Gurley: Blocking ASML and AI tech to China is not working
“I don't think blocking ASML or blocking AI technology or blocking anything is working. It's just not working”
Bill Gurley Nov 27, 2024 ▶ 4:19 BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest America · Bg2 Pod
Prediction Not checkable as stated
Gurley: US Pressure Could Provoke ASML to Defy China Export Bans
“I could easily see us provoking Europe to the point where the ASML team just says, well, screw it. We don't care what you say. We're selling to China.”
Bill Gurley Mar 21, 2025 ▶ 1:02:52 NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod
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