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 3 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 Nov 2030
Ulevitch predicts China will sever U.S. battery supply chain in conflict
“If they all come from China, and we ever get into a real conflict with China, whether it's an economic conflict or an actual kinetic conflict, like, They're going to cut us off.”
David Ulevitch Nov 18, 2025 ▶ 21:16 How Marc Andreessen, Ben Horowitz, & David Ulevitch Started a16z’s American Dynamism Fund · Sourcery with Molly O'Shea
Prediction Open · timeframe Nov 2030
Ulevitch: The US will have lights-out factories like China
“I think we're gonna have lights out factories the way they do in China.”
David Ulevitch Nov 21, 2025 ▶ 3:57 $635M Exit → $600M Fund: David Ulevitch on Building a16z’s Hottest New Fund · Sourcery with Molly O'Shea
Prediction Open · timeframe Dec 2026
Ulevitch: Radiant Nuclear will activate first new-design fueled reactor next year
“I think Radiant is going to turn on the first fueled nuclear reactor of a new design in like 50 plus years. I think they're going to do it next year.”
David Ulevitch Nov 21, 2025 ▶ 5:56 $635M Exit → $600M Fund: David Ulevitch on Building a16z’s Hottest New Fund · Sourcery with Molly O'Shea
Prediction Didn’t hold up
Ulevitch: All future autonomous vehicles will be electric
“Part of the shift to electric vehicles, obviously we have EVs today, but as we shift to more autonomous vehicles, all those vehicles are going to be electric as well.”
David Ulevitch Nov 18, 2025 ▶ 24:29 How Marc Andreessen, Ben Horowitz, & David Ulevitch Started a16z’s American Dynamism Fund · Sourcery with Molly O'Shea
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