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.

3statements match

3resolved → 0open claims → 1supported → 0contradicted →

why aren't all 3 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 Partly supported

Lee was expelled from Columbia and blacklisted by Amazon over InterviewCoder

“And after a certain point, I mean, I built this cheating tool. I get kicked out of school. I get blacklists from Amazon.”

Roy Lee Jun 20, 2025 ▶ 6:20 Cluely Raises $15 Million From a16z | Roy Lee, Founder & CEO · Sourcery with Molly O'Shea

Assertion Supported

Rangwalla: Microsoft, Amazon, and Meta multiples compressed as capex grew

“And so if you look at the multiples of Microsoft, of Amazon, of Meta, they've actually all compressed in the last couple of years because their capex is going up.”

Jaimin Rangwalla May 15, 2026 ▶ 38:47 Chips, Gigawatts, AI, & Agents: Coatue's Public Markets Update | CIO Jaimin Rangwalla · Sourcery with Molly O'Shea

Assertion Partly supported

Carlson: Amazon retail operated on 1.2% to 1.5% margins circa 2010

“And in retail, the margins are very lean. You know, I think somewhere, I don't know what it is today, but back then, like, 1.2 to 1.5% You don't have a lot of margins”

Teresa Carlson May 11, 2026 ▶ 9:30 How AWS Sold Cloud to the CIA – Teresa Carlson GCI · Sourcery with Molly O'Shea

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