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.

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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

Prediction Not checkable as stated
Vahdat: AI footprint will favor many medium data centers over gigawatt hubs
“It'll really come down to geographic locality and probably a medium number of medium-sized data centers. Sorry for the whatever lack of precision there, but medium number of medium-sized data centers augmented with a small number of large data centers.”
Amin Vahdat Apr 23, 2026 ▶ 10:54 Inside Google’s massive AI capex (live)
Prediction Not checkable as stated
Vahdat: Interactive AI models will require geographically distributed inference infrastructure
“So as these services become more interactive, as they become more efficient, and that, that is still going to be a journey. We're not there today. You're going to want to have geographic locality. That's also going to impact reliability, because again, you can…”
Amin Vahdat Apr 23, 2026 ▶ 9:29 Inside Google’s massive AI capex (live)
Prediction Not checkable as stated
Vahdat: Safety-critical physical AI compute will have to run on-device
“Without talking about any specific use case, I believe that a lot of it's going to have to be on device and dedicated to that use case.”
Amin Vahdat Apr 23, 2026 ▶ 29:44 Inside Google’s massive AI capex (live)
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