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.

3statements match

0resolved → 3open claims → 0supported → 0contradicted →

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 3 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 Open · timeframe Dec 2031

Novak: Arm expects to reach $15 billion in revenue by 2031

“This new move, they're expecting to ramp revenue. To fifteen billion dollars by 2031.”

Turner Novak Mar 27, 2026 ▶ 0:55 Arm’s $15B Chip Bet, Sanders & AOC vs Datacenters, Meta & YouTube Lose Trial | Diet TBPN

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

Prediction Open · timeframe Jan 2028

Coogan: SoftBank will likely sell part of Arm stake to fund Stargate

“SoftBank will likely have to sell off a chunk of its stake in the company to fund Stargate. We think investors are largely missing this point and mistakenly view this announcement as materially incrementally good news.”

John Coogan Jan 25, 2025 ▶ 1:31:26 DeepSeek, Stargate Update, Bees Do Enjoy Honey, Golden Retriever Maxxing, Bring on the Trilly

The Ledger

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