The Ledger

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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

Opinion

Matthew: Data center equipment and labor have pricing power unseen in generations

“Whereas now you're pricing power for the first time in, in generations, right? For certain equipment providers or certain labor producers.”

Shanu Matthew Dec 4, 2025 ▶ 18:12 Who benefits from the AI power bottleneck?

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The Ledger

Turn any episode into a week of clips.