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 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
Rangwalla: Anthropic Grew ARR From $9B in December to $30B
“It was nine billion dollars at the end of December, and that number was thirty billion, right? So they added twenty billion, they're adding, you know, ten billion plus or minus a month, almost two and a half billion dollars a week.”
Barton: Melvin Capital fell 50% in two weeks during GameStop squeeze
“Before I worked at Code Two, I was working at Melvin Capital. And so, you know, many of you guys probably heard of Melvin as the hedge fund that was short GameStop. And so I lived through this period where we went from, at the time, probably The best performin…”
O'Shea: Coatue and Altimeter data show OpenAI outpacing viral social platforms
“KOTU and Altimeter did like a bunch of different surveys and data science around OpenAI's traction and daily active users against social platforms. So they're comparing it against like, okay, there's like a resource, like a learning tool for knowledge, and now…”