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 6 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 6 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
Roy: Tesla and SpaceX will inevitably have to merge
“Giving that little nugget to the world, starting to seed that idea, and I think it's almost, it has to happen, because these two companies, again, Tesla has a car business, SpaceX kind of has a space business, still has an internet satellite business, but they…”
Roy: Google Gemini will monetize via ads, but Anthropic will avoid them
“At least anthropic is not, I mean, I don't think they're going in that direction at all. Google and Gemini, Obviously, 100% will”
Roy: OpenAI cannot achieve a $300B valuation if it open-sources models
“You're not gonna be a three hundred billion dollar company when you're open source like that.”
Roy: Apple's Services revenue will eventually surpass its iPhone revenue
“I think it's gonna happen. I mean, after the announcement of the 16, I think I think it's probably gonna be sooner rather than later”