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 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 Contradicted
Clark: Anduril won a defense program of record within two years
“They, I think, won a program of record, which are the very big budget line item contracts in the National Defense Authorization Act within two years. Fastest timeline since the Korean War.”
Philip Clark Nov 24, 2025 ▶ 25:57 Inside Thrive Capital: Investing in OpenAI, Wiz, Cursor, Nudge, Physical Intelligence · Sourcery with Molly O'Shea
Assertion Contradicted
Schimpf: Anduril built first production Ghost Shark within 30 days of contract
“We have our first Production GoShark already came off the production line, then I think 30 days of signing the production contract.”
Brian Schimpf Dec 16, 2025 ▶ 21:08 Anduril CEO Brian Schimpf on $1B+ Revenue & Still Doubling · Sourcery with Molly O'Shea
Assertion Contradicted
Ulevitch: Anduril only releases real product footage without CGI renders or special effects
“Palmer has always said things like, we will never ship renders. Like, we will ship, ship actual videos of our products. So when you see an explosion that, like, an Android, like munition, but like explodes in a video. That's a real explosion. They're not doing…”
David Ulevitch Nov 21, 2025 ▶ 13:55 $635M Exit → $600M Fund: David Ulevitch on Building a16z’s Hottest New Fund · Sourcery with Molly O'Shea
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