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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.

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2statements match
0resolved → 2open claims → 0supported → 0contradicted →

why aren't all 2 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 2 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 Open · timeframe Feb 2029
O'Laughlin: Google and Meta will see free cash flow drop to zero
“Google, I would argue, is going to free cash with zero. I think Meta will go to free cash with zero.”
Doug O'Laughlin Feb 24, 2026 ▶ 1:27:11 Claude Code for Finance + The Global Memory Shortage: Doug O'Laughlin, SemiAnalysis
Prediction Open · timeframe Jul 2027
Cheah: AI community will replicate Meta's pipeline scheduling algorithm
“This weird scheduling, which I'm quite sure people are going to start replicating it, is to reduce the bubble, the wastage.”
Eugene Cheah Jul 29, 2024 ▶ 18:54 [LLM Paper Club] Llama 3.1 Paper: The Llama Family of Models
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