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 3 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
Teskey: The global AI infrastructure market will unequivocally experience an overbuilding cycle
“And we often get the question, will there be overbuilt? Absolutely, unequivocally, yes. There's overbuilt in almost every product, in every asset class, everywhere in the world, in every economic cycle.”
Teskey predicts institutional allocations to alternative assets will double within ten years
“The institutional allocations to alternatives are going to double From where they are today over the next 10 years.”
Teskey: AI robotics adoption will happen slower but impact more than expected
“The role that robotics can play in so many production functions and industrial functions around the world. Now that that robotics can be reinforced by computers that can think and run a million simulations in real time, like everything what's, what's the term?…”