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 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

Opinion
Barton: AI can already perform 85% of my hedge fund workload
“I think that today, 85% of what I do, Like basically can be done by AI. And it's not a question of, is the tech ready? It's how do we implement the tech?”
Michael Barton Oct 23, 2025 ▶ 35:01 Inside Coatue: $70B Hedge Fund’s AI & Retail Strategy · Sourcery with Molly O'Shea
Opinion
Barton: Coatue's Philippe Laffont actively cuts market exposure 50% during drawdowns
“One of Philippe's amazing qualities is that he is like the best risk manager I've ever seen. And he has this sense of when something is about to go wrong. Like, I've, like, it is incredible. Like, he, and it's really been great for him. I mean, and, you know i…”
Michael Barton Oct 23, 2025 ▶ 42:53 Inside Coatue: $70B Hedge Fund’s AI & Retail Strategy · Sourcery with Molly O'Shea
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