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 7 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
Scilipoti: The AI Ecosystem Relies on Circular Financing Involving Nvidia
“NVIDIA invests in OpenAI, and NVIDIA is a supplier of chips to OpenAI. So it's all circular, what's going on here.”
Scilipoti: EBITDA Is the Mother of All Disastrous Financial Measures
“EBITDA is the mother of all disastrous measures.”
Scilipoti: Apple's Debt-Funded Share Buybacks Pose a Major Financial Risk
“And I look at Apple, and this is what concerns me. Revenues are growing. Minimal. And yet, it generates meaningful cash because it has a brand. People are still willing to pay eight, 2000 dollars for a new phone. There's a lot of competitors, and I'm not sure …”
Scilipoti: Arthur Andersen was scapegoated for systemic accounting flaws
“It became a scapegoat for everything wrong with accounting at the time, and look, change needed to happen.”
Scilipoti: Equity markets have entered a period of extreme euphoria
“I think we're in what seems to be, you know, and I hate calling things bubbles, but I think we're in a period of extreme euphoria”