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.

2statements match

0resolved → 2open claims → 0supported → 0contradicted →

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 2 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 Dec 2026

O'Laughlin: Amazon will spend $200B in CapEx by year-end

“I think at the end of the year, they're gonna be like, yeah, they spent two hundred billion.”

Doug O'Laughlin Feb 6, 2026 ▶ 23:34 FULL INTERVIEW: Doug O'Laughlin Thinks Microsoft is OUT of the AI Race

Prediction Open · timeframe Mar 2029

Kim: Nvidia and hyperscalers won't switch to Arm's standalone server CPUs

“I don't really expect the major hyperscalers like Amazon to switch to ARM's, you know product offering. They have their own. And same with NVIDIA. They have their own ARM CPU that they're gonna incorporate and sell.”

Tae Kim Mar 30, 2026 ▶ 13:52 FULL INTERVIEW: Why I Think Nvidia Is Perfectly Positioned In The AI Race

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The Ledger

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