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 3 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 Not checkable as stated
Modon: Unlimited completes 100% of engineering upfront before committing to price
“We've been able to not only Kind of like remove all that extra risk by taking the definition instead of, you know, doing that at 30%, we can take that definition all the way through a hundred percent.”
Alex Modon Dec 11, 2025 ▶ 30:41 Can AI revolutionize EPC?
Assertion Supported
Modon: Most projects reach final investment decision with 30% engineering complete
“In the vast majority of projects, when you go to final investment decision and you have plus or -10% estimates, you're only maybe 30% of the way through your engineering. 70%, you still have to go do.”
Alex Modon Dec 11, 2025 ▶ 16:04 Can AI revolutionize EPC?
Assertion Not checkable as stated
Modon: Unlimited Industries can collapse data center design phases
“Instead of the design portion taking, call it six to nine months of your critical path. We can massively collapse that period of time. And that's really important for these data center projects to kind of accelerate how quickly we can actually build them.”
Alex Modon Dec 11, 2025 ▶ 28:29 Can AI revolutionize EPC?
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