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 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
Prediction Not checkable as stated
Multani: Climatetech financing will not quickly snap back post-SVB acquisition
“I think folks will step into the void, but I do think we need to recognize that it's not gonna, oh, SVB's fixed, we're just gonna snap back to what it used to look like, and cost of capital's gonna go back to what it used to be, you know, the ability to access…”
Assertion Supported
Multani: SVB carried a $15B unrealized hole in held-to-maturity assets
“So you know there was a fifteen billion dollar hold in the book, but what they carried them at, yeah, what they carried them at was the fifteen billion higher.”
Assertion Supported
Multani: SVB financed roughly 60% of US community solar projects
“It's like, 60% of community solar projects. Yeah, that was in that same article. I think it's sort of a, sort of like a remarkable stat, because it's such a huge, and again, I'm sure a lot of it is in this area, so some of it has to do with geography as well, …”
Assertion Not checkable as stated
Multani: Silicon Valley Bank clients often used First Republic as secondary bank
“In many cases, the secondary bank for someone who banked at SVB was FRB.”
Assertion Supported
Multani: SVB deposits grew from $60B in 2019 to $175B in 2022
“SVB had sixty billion of deposits in 19, is that year-end 19, a hundred billion in year-end twenty-twenty. A 190 at year-end twenty-twenty-one. And they were at about one 75 at year-end 22.”