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 1 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
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?
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