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: The US has not built wholesale new power capacity in 50 years
“America's not built power for 50 years really, right? It's like converted from coal to gas and like things like this, but like really just have not built wholesale new power on a large scale.”
Dylan Patel Feb 5, 2026 ▶ 55:21 Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled”
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”
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