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 4 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
Barton: Google and OpenAI Pay Reddit ~$50M Annually for Training Data
“I think it's ballpark, fifty million dollars. For Google, so Google pays Reddit, fifty million dollars a year to kind of, ah, have trained in the past on it, but B, have updated data, and, ah, ChatGPT does the same thing.”
Michael Barton Oct 23, 2025 ▶ 1:03:08 Inside Coatue: $70B Hedge Fund’s AI & Retail Strategy · Sourcery with Molly O'Shea
Assertion Supported
Feldman: Google TPU Co-Design with Gemini and DeepMind Is a Major Advantage
“One of the advantages Google has is that their TPU can be designed in collaboration with the team building Gemini or the team of DeepMind, and so they can inform their choices back and forth, and that's an enormously powerful thing that is surprisingly relativ…”
Andrew Feldman Jul 13, 2026 ▶ 17:18 Andrew Feldman on Building a Chip 58x Larger Than Nvidia's · Sourcery with Molly O'Shea
Assertion Supported
Happi: Hyperscalers plan $1 trillion in data center capex
“Like the, Google's of the world and so and so forth. They're planning on investing a trillion dollars in capex and data centers over the next couple of years.”
Hannan Happi Apr 15, 2026 ▶ 27:01 Inside the Factory Using Rocks & Sunlight to Fix AI's Power Problem | Exowatt · Sourcery with Molly O'Shea
Assertion Supported
Coatue: Most Mag Seven Stocks Underperformed Nasdaq, Three Down YTD
“Outside of Alphabet, so many of the Mac sevens have underperformed the Nasdaq by a lot. And in fact, three of them are down year to date.”
Coatue Investor Update May 15, 2026 ▶ 13:17 Chips, Gigawatts, AI, & Agents: Coatue's Public Markets Update | CIO Jaimin Rangwalla · Sourcery with Molly O'Shea
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