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
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
Assertion Contradicted
Sam D'Amico: Lower-end Tesla Model 3s use CATL or BYD batteries
“A number of very, very big, very, very competent companies like CTL, UID, et cetera, make the actual packs for the lower end of Tesla's Product line now. So if you get a low end model free, you're actually getting a CTL or BYD pack. You're not getting a you're…”
Sam D'Amico Oct 4, 2024 ▶ 46:46 Impulse Labs, Trojan Horse for Battery-Powered Homes | Backed by Lux Capital · Sourcery with Molly O'Shea
Assertion Supported
Wander offered in-app Tesla unlocking just six months after launch
“When Wander launched as a six-month-old company, and you would go and stay at one of these homes, you had a Tesla that you could unlock through the app.”
John Andrew May 28, 2025 ▶ 6:22 How Wander Raised Over $100M+ to Reinvent Luxury Travel · Sourcery with Molly O'Shea
Assertion Partly supported
Sam D'Amico: Tesla Powerwall costs $12,000 plus $6,000 for installation
“So a Tesla Powerwall installation costs about six grand. And then like, so the Powerwall costs like 12 grand, but like installing it costs six because you essentially have to go to your main electrical panel and do all this hacking to make your house able to b…”
Sam D'Amico Oct 4, 2024 ▶ 20:37 Impulse Labs, Trojan Horse for Battery-Powered Homes | Backed by Lux Capital · Sourcery with Molly O'Shea
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