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.

1statements match

0resolved → 1open claims → 0supported → 0contradicted →

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 1 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 Open · timeframe Dec 2029

Ben Thompson: The tech industry faces a massive chip shortage around 2029

“I think we're looking at a massive short, shortness in chips in 20, 29 or so.”

Ben Thompson Feb 12, 2026 ▶ 1:10:21 Ben Thompson from Stratechery on AI ads, the end of SaaS, and the future of media

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The Ledger

Turn any episode into a week of clips.