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.

clear all ✕

why aren't all 4 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 Not checkable as stated
Scilipoti: Vendor-Financed AI Chip Bubble Is Highly Vulnerable to Collapse
“But if this is happening over hundreds of transactions, where it's making investments like this, in its own customers, then what ends up happening if all of a sudden it runs out of the ability to get cash or the customers end up having problems selling service…”
Anthony Scilipoti Oct 28, 2025 ▶ 34:48 Forensic Account: The Bubble No One is Talking About | Anthony Scilipoti
Prediction Not checkable as stated
Scilipoti: AI will completely replace entry-level junior financial analysts
“The bottom level of being an analyst, the junior analyst is, is going to be replaced by an AI. The one that said, find me all the references of, you know, where the company capitalized costs. That the AI can do.”
Anthony Scilipoti Dec 23, 2025 ▶ 46:00 Be Your Best in 2026: The Most Important Lessons from The Knowledge Project (2025)
Prediction Not checkable as stated
Scilipoti: AI Will Replace Junior Financial Analysts Completely
“The bottom level of being an analyst, the junior analyst is, is going to be replaced by an AI.”
Anthony Scilipoti Oct 28, 2025 ▶ 10:06 Forensic Account: The Bubble No One is Talking About | Anthony Scilipoti
Prediction Not checkable as stated
Scilipoti: Mega-Cap Earnings Deceleration Would Trigger a Protracted Downturn
“If you look at what I think could make this one be a longer one, if it, if something were to occur, is it comes from earnings slowing down. And earnings growth slowing down, that would be something that would take longer to repair, especially when a lot of the…”
Anthony Scilipoti Oct 28, 2025 ▶ 1:15:34 Forensic Account: The Bubble No One is Talking About | Anthony Scilipoti
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