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 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 Open · timeframe Jul 2028
Johnston: SpaceX will reach a $10 trillion valuation within years
“My hottest take right now is that the SpaceX IPO is the, gonna be viewed historically as the most undervalued IPO of all time. I think they will tear through 10 trillion within, you know, certainly within the next couple of years, and then have almost unlimite…”
Philip Johnston Jul 19, 2026 ▶ 24:07 AMD, Starcloud, Coatue..10 Hot Takes From The Biggest Names in AI · Sourcery with Molly O'Shea
Disclosure
Johnston: StarCloud 3 targets 10 megawatts of compute per Starship launch
“We are about to move into a much, much larger facility. We're building a kind of campus to set up a huge manufacturing line for what we're calling StarCloud three, which is, like, the vehicle which will fit on Starship, so we can potentially fit up to 10 megaw…”
Philip Johnston Jul 19, 2026 ▶ 25:58 AMD, Starcloud, Coatue..10 Hot Takes From The Biggest Names in AI · Sourcery with Molly O'Shea
Assertion Not checkable as stated
Johnston: StarCloud secretly flew three Arm GPUs on its first spacecraft
“We flew an ARM chip on our first spacecraft. We flew three ARM GPUs on our first spacecraft. Nobody knows about that, but we did.”
Philip Johnston Jul 19, 2026 ▶ 25:41 AMD, Starcloud, Coatue..10 Hot Takes From The Biggest Names in AI · Sourcery with Molly O'Shea
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