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

Disclosure
Modon: Unlimited Industries prohibits change orders in its contracts
“We literally put, like, no change orders in our contracts.”
Alex Modon Dec 11, 2025 ▶ 29:42 Can AI revolutionize EPC?
Disclosure
Modon: Unlimited Industries will vertically integrate all trades in-house long term
“Certainly long-term, we will do everything in-house. We will vertically integrate as much as possible because that's where you can fix the incentives all the way through.”
Alex Modon Dec 11, 2025 ▶ 34:05 Can AI revolutionize EPC?
Disclosure
Modon: Unlimited Industries uses its AI engineering software exclusively internally
“This is not like a software technology that we sell. It's like we use this as an internal tool ourself.”
Alex Modon Dec 11, 2025 ▶ 22:20 Can AI revolutionize EPC?
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