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

Prediction Partly held up

Patel: Hyperscalers will pause buybacks to reinvest in AI CapEx

“They're gonna, those companies aren't gonna do buybacks ever fucking again, right? Or not, like, ever again, but for a while. Because, like, they have way more, they think there's better ROI for their capital now.”

Dylan Patel Sep 30, 2025 ▶ 1:04:39 Inside the Trillion-Dollar AI Buildout | Dylan Patel Interview · Invest Like The Best

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The Ledger

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