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 10 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
Lessin: Musk and SpaceX Dedicated 100% of First Colossus Project to Anthropic
“We have seen perhaps the strangest AI compute deal to date, which is Anthropic Colossus. So SpaceX, Elon Musk. Have given over their first Colossus project. 100%. Not like 40%.”
Morin: SpaceX Allocated 5% to Directed Shares With No Lockup
“SpaceX reserved up to five percent of the IPO shares for a directed share program, which is people selected by the executive officers. And so they're offered at the IPO price and they have no post IPO lockup restrictions.”
Lessin: SpaceX has filed its S-1, targeting June 12 IPO
“Well, and also we have SpaceX IPO S one is out confirming numbers previously reported by the information. June 12th, guys, is the rough date for liftoff.”
Lessin: Gwynne Shotwell donated hundreds of millions to Trump accounts
“And she did, and she donated hundreds of millions of dollars in SpaceX to Trump accounts.”
SpaceX reached a $2.5 trillion valuation as of June 2026
“We're at two and a half trillion dollars as of this taping.”
SpaceX IPO Is 4x Oversubscribed With $300 Billion in Demand
“It's Forex oversubscribed. There's like almost three hundred billion in demand. Including a lot of the Middle East.”
Elon Musk to get massive comp plan in SpaceX IPO
“The information reported this week, not only unsurprisingly, is he getting super voting shares in the SpaceX IPO, but he now Elon has a really aggressive comp plan as well that will give him tens of millions of shares if I think the market cap goes to 6.6 tril…”
Dave Morin: Elon Musk claimed a $1T revenue target moved up a year
“The one-liner was that they have now moved, what, they've moved up one year their one trillion dollar revenue number. That was the kind of funny Elon quote from the earnings call, that things are going so well That they're going to hit one trillion one year ea…”