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.
why aren't all 4 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
Sharp: Power and financing do not exist for top AI growth projections
“Where, you know, the power, the amount of power, and even the amount of financing required to meet these upper end projections, it doesn't exist, right?”
Sharp: Gigawatt announcements are often just 'braggawatts' ignoring real demand
“There's a lot of noise, like one of the things we've been joking about is a lot of braggawatts. Oh, I have a gigawatt. I have a gigawatt. And there's just so much noise out there that you really want to get underneath the workload and the durability of the com…”
Sharp: Pure off-grid bridge power remains an outlier in data centers
“Yeah, I think there's some outliers. Very few of it gets covered in the press because nobody wants to really go on to the market where you, the grid can't meet the customer ramp demands today. I mean, full stop... But yeah, it is an outlier.”