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

Insight
Holt: Inaccessible industrial data gives physical AI startups an edge over tech giants
“This data is not readily accessible. You can't commoditize it nearly as quickly. And so it gives startups like a chance to actually gain distribution In like a more methodical way before the mega platforms can swallow it up.”
Rachel Holt Aug 14, 2026 ▶ 17:21 Special Edition MOL with Josh Wolfe, Rachel Holt, Scott Belsky, Scott Stanford, and Peter Deng. · More or Less Podcast
Opinion
Holt: Large VC funds piling into physical-world tech are inflating early valuations
“We appreciate the markups that come from everyone piling into these spaces. You know, we're also now the prices are going up like, you know, to a crazy amount, obviously on, on some of these early stage stuff, because a lot of people who like would never give …”
Rachel Holt Aug 14, 2026 ▶ 52:13 Special Edition MOL with Josh Wolfe, Rachel Holt, Scott Belsky, Scott Stanford, and Peter Deng. · More or Less Podcast
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