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 2 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
Feldman: xAI leased GPUs to Anthropic because Grok lacked usage
“They had available capacity because the Grok model wasn't used very much. So they had these GPUs that were sitting around and that's a bad idea. And so they sold a whole block of them or released a whole block of them to Anthropic.”
Andrew Feldman Jul 13, 2026 ▶ 19:22 Andrew Feldman on Building a Chip 58x Larger Than Nvidia's · Sourcery with Molly O'Shea
Assertion Not checkable as stated
Agrawal: ChatGPT's User Base Is 10x Larger Than All Rivals Combined
“If you took the user count of ChatGPT on one side, And all the other AI apps on the other side, let's do perplexity, and Claude, and Croc, and Gemini, and you know, long tail of apps that people use. Add them all up, multiplied by 10, it's probably still less …”
Apoorv Agrawal Aug 27, 2025 ▶ 4:13 Understanding OpenAI’s $500B Valuation · Sourcery with Molly O'Shea
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