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 3 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

Prediction Not checkable as stated
Harrison: Conflict over Taiwan could cause a $10T global economic hit
“You look at a conflict over Taiwan, I think people say could be a 10 trillion dollar hit to the global economy. Like bigger than the financial crisis, COVID, anything. I think in some cases combined.”
Kyle Harrison Apr 29, 2026 ▶ 1:27:38 300 Pages on Anduril: Inside Modern Warfare · Sourcery with Molly O'Shea
Prediction Not checkable as stated
The vast majority of important tech companies will be built in SF
“Statistically, there are more people in the Bay Area building companies in a specific, within a specific playbook that have specific expectations and shorthands and heuristics that are more likely to lead to success for a company. And so I can simultaneously b…”
Kyle Harrison Apr 12, 2024 ▶ 37:02 Kyle Harrison, GP at Contrary on Techno-Optimism, Talent Vortexes, & Writing “Investing 101” · Sourcery with Molly O'Shea
Prediction Not checkable as stated
Harrison: Only a small handful of new defense primes will emerge
“There's not going to be 30 new defense primes. There's probably going to be a very small handful of companies that can check all the boxes you need to be able to do that. Obviously, I think Android can be one of them, and there's maybe a few others”
Kyle Harrison Apr 29, 2026 ▶ 1:08:28 300 Pages on Anduril: Inside Modern Warfare · Sourcery with Molly O'Shea
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