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 8 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
Dan Wang: America's apex manufacturers like Boeing, Intel, Tesla are going downhill
“But if we take a look at many of America's apex manufacturers, companies like Boeing making aviation, Intel making chips, Detroit and Tesla making vehicles, mostly that's been going downhill.”
SpaceX and Tesla's TerraFab Domestic Semiconductor Joint Venture Will Succeed
“The Turfab, it's a SpaceX, I believe Tesla's involved as well joint venture to build the world's largest fab here in America, and I'm, I think they're going to be successful.”
Nolan: Building In-House Construction Teams Beats Hiring General Contractors
“Don't hire a GC and outsource everything. You lose total control. The schedule could be, it's not in your hands anymore. You need to build your own in-house engineer, procure, construct, EPC firm as a team to go run your construction projects because it's one …”
Emanuel: Elon Musk showed me Optimus robots throwing punches and kicks
“And what the hand could do beyond, I mean, it's, it does what you and I do. And then he showed me a couple of them that could fight and throw punches and kicks and the balance and the pushing. Unbelievable.”
Dan Wang: China's Openness to Western Manufacturing Outperformed Japan's Closed Export Model
“By contrast, China has been much more open than Japan. China, most famously, is well known for building Apple's iPhones and Tesla's vehicles, and it, the communist system recognized that it was so far behind technological leaders, mostly through open the doors…”
Gurley: SpaceX and Tesla are Elon Musk outliers, not repeatable models
“SpaceX and Tesla are data points, but they're outliers really, and they're both attached to Elon. So I think it'll, we'll have to see four or five of those from non Elon to know if it's possible. I, what I've learned and heard and studied about his execution p…”