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 Supported
Bullard: BYD reached 14.4% Singapore auto market share in December 2024
“In December of 2021, BYD had 0.2% market share, and of December 2024, it had 14.4% market share, making it the second biggest auto seller in Singapore, second only to Toyota.”
Nat Bullard Feb 6, 2025 ▶ 35:59 More 2025 trends: DeepSeek, plug-in hybrids, and curtailment
Disclosure
Rountree: Early Cantos investment failed due to long Ford and Toyota sales cycles
“And one of my very first investments at Cantos in 2016 was a startup that had incredible machine learning and interoperability software that it was selling into the automotive industry, into industrial robots. Absolutely best in class, and we would hear this t…”
Ian Rountree Jan 8, 2026 ▶ 8:50 The VC case for 'full stack deeptech'
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