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 4 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

Prediction Open · timeframe Jul 2028
Johnston: SpaceX will reach a $10 trillion valuation within years
“My hottest take right now is that the SpaceX IPO is the, gonna be viewed historically as the most undervalued IPO of all time. I think they will tear through 10 trillion within, you know, certainly within the next couple of years, and then have almost unlimite…”
Philip Johnston Jul 19, 2026 ▶ 24:07 AMD, Starcloud, Coatue..10 Hot Takes From The Biggest Names in AI · Sourcery with Molly O'Shea
Prediction Open · timeframe Dec 2026
Maguire: SpaceX Starship will fly reliably and reusably in 2026
“I think Elon and the company have gained a lot of confidence that Starship is going to be flying like reliably and reusable this year in 20, 26. Like that's my strong sense.”
Shaun Maguire Jan 28, 2026 ▶ 4:02 Elon Musk & The SpaceX IPO: Largest Wealth Event in History? | Shaun Maguire, Sequoia · Sourcery with Molly O'Shea
Prediction Open · timeframe Mar 2031
Immerman: Larry Page will be the world's second trillionaire
“Would probably put my money today on Larry Page quarter trillion. Google, Google, or should say Alphabet has like woken up. They own, you know, close to a hundred percent of search. They own a hundred percent of deep mind. They own like mid teens percentage of…”
Alex Immerman Mar 13, 2026 ▶ 47:34 Inside a16z Growth: Waymo, Stripe, ElevenLabs, Revolut, Coinbase, Kalshi · Sourcery with Molly O'Shea
Prediction Open · timeframe Jan 2031
Maguire: Direct-to-cell will probably surpass Starlink consumer internet in five years
“And when we go like five years from now, all of my underwriting is, I think direct to sell will be probably even bigger than the original consumer internet business.”
Shaun Maguire Jan 28, 2026 ▶ 12:00 Elon Musk & The SpaceX IPO: Largest Wealth Event in History? | Shaun Maguire, Sequoia · Sourcery with Molly O'Shea
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