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

Assertion Supported
Hays: China's MOFCOM Discussed Restricting AI Weights and Overseas Training Data
“Moffcom. Talk to AI companies including Alibaba, ByteDance, and Zipu on limiting the transfer of key data for the training of their models overseas, as well as allowing their model weights to be downloaded by foreign users.”
Jordi Hays Jul 21, 2026 ▶ 15:46 U.S. AI Execs Warn as China’s AI Push Grows, Substack Adds AI Detection Tool | Diet TBPN
Assertion Supported
Hays: A 3% SpaceX float would beat Alibaba's US IPO record
“Even a tiny three percent float would comfortably eclipse the U.S. IPO record set by Alibaba's twenty five billion dollar float in 2014.”
Jordi Hays Mar 6, 2026 ▶ 28:24 Daniel Gross’ AGI predictions, SpaceX IPO news, Trump takes control of US chip exports | Diet TBPN
Assertion Supported
Coogan: Alibaba, Baidu, Kuaishou, and Tencent Downsized Headcounts Across 2021–2023
“Big tech groups in China have been downsizing in the past few years. So this is 20, 21, 20, 22 and 20, 23 for Alibaba, Baidu, Kuaishou and Tencent. And they're all downsizing across those three years.”
John Coogan Jan 22, 2026 ▶ 11:34 Kling AI reaches 12M MAU, China's aging tech worker crisis, drama at ThinkingMachine | Diet TBPN
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