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 8 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
Patel: Companies no longer need junior analysts due to AI automation
“This is Claude code now. You don't need junior analysts.”
Patel: Microsoft's custom Maia AI chip is not a credible competitor
“And then, you know, Microsoft's Maya is not credible, but like, you know, maybe it will be one day, right?”
Patel: AI is underearning the economic value it creates by a significant margin
“AI is under earning the value that it's producing in the world, right? By a significant margin already today.”
Patel: Opus 4.5 on Claude Code permanently changes how people work
“Opus 4.5 on Claude code is a new moment where the way you work has forever changed.”
Patel: Huawei is the most vertically integrated company in the world
“Always the most vertical company in the world. No company is more verticalized than Huawei, which then leads to huge innovations.”