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 5 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 Supported
McGee: Apple Funded Supply Ecosystem That Powered Huawei and Xiaomi
“Apple trained all of their suppliers, and then the suppliers in turn supplied Huawei, Xiaomi, Oppo, Vivo. So that's why Nokia couldn't keep up. It's that China had this amazing ecosystem built for the smartphone industry, all paid for by Apple.”
Patrick McGee Sep 1, 2025 ▶ 18:04 Apple in China: Tim Cook’s $275B Pledge | Patrick McGee · Sourcery with Molly O'Shea
Assertion Supported
McGee: Tim Cook Pledged $275B in Apple Investment to China
“They do their own supply chain study, sort of Apple internally, and realize that they're investing fifty-five billion dollars a year into Chinese factories, and once they've sort of established this, and they realize, like, how much that could mean to local an…”
Patrick McGee Sep 1, 2025 ▶ 3:42 Apple in China: Tim Cook’s $275B Pledge | Patrick McGee · Sourcery with Molly O'Shea
Assertion Supported
Josephs: Marjorie Taylor Greene bought major tech stocks surrounding tariff announcements
“She started buying the day after they paused it. The day before and the day after, on the eighth and ninth. She bought Apple, she bought Qualcomm, she bought Nvidia, AMD, ASML.”
Chris Josephs Apr 18, 2025 ▶ 14:43 Inside the $350M Pelosi Stock Tracker · Sourcery with Molly O'Shea
Assertion Supported
McGee: Apple's China Investment from 2007 to 2025 Exceeds $800B
“If you just sort of took 22% of revenue, which is what fifty five billion was in that year. And just sort of use that as a sort of, you know, back of the envelope math, back to 2007, the birth of the iPhone, and you took it all the way to 2025, you'd get above…”
Patrick McGee Sep 1, 2025 ▶ 4:57 Apple in China: Tim Cook’s $275B Pledge | Patrick McGee · Sourcery with Molly O'Shea
Assertion Supported
Clark: Five of the ten most valuable companies are hardware companies
“Even right now, five to 10 most valuable companies in the world are hardware companies. Apple, Nvidia, Broadcom, Tesla, TSMC.”
Philip Clark Nov 24, 2025 ▶ 28:25 Inside Thrive Capital: Investing in OpenAI, Wiz, Cursor, Nudge, Physical Intelligence · Sourcery with Molly O'Shea
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