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 2 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

Prediction Open · timeframe Sep 2030
Huang: OpenAI is likely the next multi-trillion dollar hyperscaler
“I think that OpenAI is likely going to be the next multi-trillion dollar hyperscale company. Hyperscale like, ah, like Meta's a hyperscale. Google's a hyperscale. They're going to have consumer and enterprise services, and, ah, they are very likely going to be…”
Jensen Huang Sep 26, 2025 ▶ 4:00 NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
Assertion Open · timeframe Feb 2024
Gerstner: Meta cut headcount to 67,000 and nearly tripled earnings per employee
“They nearly tripled their earnings per employee, right? Their head count in Q three of 22 was 87,000. This quarter they reported 67,000.”
Brad Gerstner Feb 8, 2024 ▶ 30:59 BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, Immigration | E02 · Bg2 Pod
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