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.

2statements match

2resolved → 0open claims → 2supported → 0contradicted →

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 Supported

Rangwalla: SpaceX reached a $1.25T valuation in xAI transaction

“SpaceX is most recent, you know, when they did the transaction with XAI was 1.25 trillion dollars.”

Jaimin Rangwalla May 15, 2026 ▶ 11:24 Chips, Gigawatts, AI, & Agents: Coatue's Public Markets Update | CIO Jaimin Rangwalla · Sourcery with Molly O'Shea

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The Ledger

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