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 2 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

Assertion Contradicted
Patel: Over 99% of OpenAI's spend is likely compute
“99 plus percent of their spend at the company is probably just compute.”
Dylan Patel Feb 5, 2026 ▶ 1:06:22 Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled”
Assertion Contradicted
OpenAI inference pricing drops 160x between model generations
“If you look at the pricing page for, like, OpenAI, and you look at the 4.5 turbo, and the cost per inference, and compare it to the next most recent model, there's a 160 X difference in pricing.”
Tomasz Tunguz May 16, 2024 ▶ 14:35 AI, Data and Blockchain: a VC perspective | Tomasz Tunguz, Founder of Theory Ventures
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