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 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 Contradicted
Gerstner: OpenAI Is Already Running Workloads Out of Abilene Facility
“Larry said at the press conference, They have 10 buildings already built in Abilene. They have another 10 under construction, and we know that OpenAI is already running workloads out of Abilene, Texas, which is where this mega project's going to be built, and …”
Brad Gerstner Jan 23, 2025 ▶ 7:16 Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Prediction Didn’t hold up
Gerstner Forecasts 250k GPUs in 2025 and 1-2M in 2026 for Stargate
“And I'm forecasting maybe 250,000 GPUs this year, maybe a million or two million, you know, next year”
Brad Gerstner Jan 23, 2025 ▶ 33:18 Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
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