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 1 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 Not checkable as stated
Gil: Marquee companies like Stripe and SpaceX may stay forever private
“There may be a subset of companies that are forever private, because they can afford to be. That may be Stripe, that may be SpaceX, that may be some other companies.”
Elad Gil Oct 17, 2025 ▶ 27:42 Elad Gil of Gil Capital, Gil & Co. & Enigma Global · Sourcery with Molly O'Shea
Prediction Not checkable as stated
Gil: 90% of people in the AI wave are in doomed companies
“Definitionally, most startups are going to fail. And this wave is going to be just like every other one. And the place where every founder and investor think they are is in the right companies, right? And the reality is most people aren't, right? 90% of people…”
Elad Gil Oct 17, 2025 ▶ 32:42 Elad Gil of Gil Capital, Gil & Co. & Enigma Global · Sourcery with Molly O'Shea
Prediction Not checkable as stated
Gil: AI training data centers will concentrate in US and Gulf
“So all the training will probably go to places that have the cheapest, densest energy, and then a proper fiber optic cable in for the data transfer. And so that's probably parts of the US. That's probably the Gulf, like the Gulf.”
Elad Gil Oct 17, 2025 ▶ 21:19 Elad Gil of Gil Capital, Gil & Co. & Enigma Global · Sourcery with Molly O'Shea
Prediction Open · timeframe Oct 2030
Gil: There is an 80% chance humanoid robots walk on Mars first
“Probably quite high, like 80%.”
Elad Gil Oct 20, 2025 ▶ 32:45 Incubating Brain Co: Elad Gil’s AI Bet with Jared Kushner’s Affinity Partners · Sourcery with Molly O'Shea
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