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.
why aren't all 120 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 120 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
Cohen: Jony Ive and Sam Altman will announce AI glasses
“I think it's gonna be a pair of glasses. I think, like, that's the only form function that my, again, like, Johnny genuinely, like, understands the future, I think, of, god, I'm, like, going into acting mode, but, like, he genuinely understands the like, hardw…”
Oetting: Trump Will Boost US Manufacturing Share, But Under 13.1% GDP
“I think that the Trump administration will bring, will make a big dent on that, that will improve, but I don't think it'll hit 13.1%.”
Taylor: Nuclear energy will still only be 8% to 9% of global consumption by 2030
“It'll, it'll still be around like eight or nine percent nuclear. Solar is going to tick up a little bit, but honestly, oil and gas is growing as well.”
Nolan: New Rules Will Enable NRC to Factor in Nuclear Benefits
“I think we're going to see these regulations actually change the way those people in the NRC are able to operate. Setting hard deadlines on things, giving them the freedom to factor in benefits of nuclear.”
Vasavada: Enterprise RIA assets will hit $10 trillion by 2032
“Over the next five to seven years, that market will go from two trillion dollars in assets to 10 trillion dollars in assets.”
Brex has surpassed $100 billion in total payment volume
“Most recently, you guys crossed over a hundred billion in total payment volume.”
Kim: Jony Ive and OpenAI device will resemble AirPods rather than glasses
“My guess it's an ambient device. I think it'll be closer to I AirPods of the world than glasses.”
Sadeghi: Whole-genome testing will unify ancestry, clinical screening, and IVF platforms
“Because fundamentally, through the rise of the whole genome test, you can actually combine every single one of these applications. You can combine, you know, kind of ancestry, Natera, Myriad, IVF genetic testing companies, PGX companies, all into one roof, int…”
Schendel: Solar and wind plus storage will structurally undercut fossil fuels
“Well, actually the marginal cost of wind and solar plus storage is just going to be lower than the marginal cost of coal and natural gas.”
McCormick: Supersonic Private and Commercial Flight Will Emerge Within 10 to 15 Years
“I think there's a path where we wake up in 1015 years, and, like, first it's supersonic private planes, and then supersonic commercial planes, and, like, that is a long path to kind of get there, but, like, the technology is there, and actually, like, just bat…”
Ritter: Interest rates probably will not drop and may rise
“Interest rates are probably not going down. My bet is that they're Either going to kind of stay where they are, which is fine for kind of absolute, you know levels, but we have some potential policies coming that could drive up interest rates and basically inf…”
Institutional buyers will emerge for $500M single-position venture fund secondaries
“I think there's a big opportunity for someone to come in and say, Hey, I'll take this position. I know it's good. I'll, you know, buy half a billion dollars worth of it at some slight discount. That's a gap that doesn't exist in the market today, but I think s…”
German operators proved safety by leaving overheating nuclear reactor unmonitored overnight
“There's a HTGR reactor in Germany, AVR, where the operators would actually just leave the operating room, And allow the system to overheat and they would leave it and leave it overnight in that state and then come back and then start operating the next day.”
Lehman: Saronic closed a government CRADA within 90 days of founding
“One, and it was a cooperative research and development agreement, CRADA, a government term of art. And it's essentially a no-cost contract that in exchange for codifying the relationship, you can get access to certain customer requirements or information that …”
Mavrookas: Saronic has grown to 1,800 people in four years
“And in four years, we've grown to 1800 people.”
Mavrookas: Saronic launched first Mirage autonomous vessel into sea trials
“This is our second one actually that we're building. We just launched the first one about a week and a half ago. That's already in sea trials, already going through the testing that we talked about.”
Mavrookas: Saronic built USVs before Ukraine's first drone boat strike
“The other thing I want to highlight there is we actually started working on this before the very, very first USV strike happened in Ukraine.”
Lopez: Base Core eliminates wiring and conduit work with quick connects
“And so this actually has a quick connect on that disco inside and a quick connect here. So you don't have to do any wiring. You don't have to like cut and strip wire or fish it through conduit. All these things that like require a lot of skill sets and take a …”
Desai: ElevenLabs runs over 50 million agents on MongoDB
“Out of London, and they have north of fifty million agents, depending on when you look at it, all running on MongoDB.”
Slotowicz: Pre-owned private jet prices range from $3M to $30M across categories
“If you're buying sort of pre-owned airplane, A light jet will run you around three to five million bucks. A midsize, something like this will be anywhere from 10 to 20, and a heavy jet, maybe 20 to 30 million dollars. Just the sticker price, just to get into t…”
Maguire: Most United Airlines planes will have Starlink within nine months
“I think it's probably within nine months or so. Most United fleet will be upgraded, but they install Starlink when a plane goes down for its like annual or biannual maintenance.”