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 5 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 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
Fox: Orbital Compute CapEx Is $5B/GW vs $20-25B Terrestrially
“The math you get to before you account for things like bad GPUs, bad satellites, right, these will all be things that happen, but the math you get to is it's about five billion dollars per gigawatt Of CapEx to put these in space. Right. For comparison, terrest…”
Fox: xAI signed compute deals with Anthropic and Google worth billions
“They just signed Anthropic at 22 to 23. They just signed Google at 50.”
Fox: SpaceX Launch Cadence Will Reach Thousands of Flights
“So look, I think expectations for now, you know, we're going from, You know, call it a 160, 165 launches last year, up into the high hundreds of launches in the next several years. And, you know, getting into the thousands of launches probably in the next thre…”