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 4 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 Supported
Sharp: Gas turbine delivery backlog extends past 2029
“Some markets were always investigating, you know, different types of, you know, solutions via gas turbines and, Even those are backlog plus 20, 29, right?”
Chris Sharp Jun 12, 2025 ▶ 17:10 The state of play of data center development
Assertion Supported
Sharp: Text-to-text AI workloads can service North America from three markets
“Yeah, we see a lot of text to text scenarios where that workload can be deployed, you know, in two or three markets throughout North America and service the entire market.”
Chris Sharp Jun 12, 2025 ▶ 8:35 The state of play of data center development
Assertion Supported
Sharp: Transformer lead times for data centers exceed 50 weeks
“Some of the, you know, broader infrastructure constraints are transformer lead times are 50 plus weeks right now.”
Chris Sharp Jun 12, 2025 ▶ 15:45 The state of play of data center development
Assertion Supported
Sharp: Northern Virginia data centers have a 0.5% vacancy rate
“I mean, some of the most recent stats, it has .five percent vacancy rate, which is phenomenal.”
Chris Sharp Jun 12, 2025 ▶ 12:38 The state of play of data center development
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