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.
why aren't all 14 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
Steinman: CCP intelligence officials likely access DJI's US topography data
“Like if you don't think that senior CCP Intel officials have the ability to just walk into DJI headquarters and be like, give me everything you know about the topography of the United States. Like, you're smoking crack. They probably have access to it right no…”
Hays: DeepSeek is China's Next Subsidized Tech Trojan Horse Like TikTok
“I'll go out on a limb to say this is China's next attempt at a DJI TikTok type. Product where, hey, let's basically sell this product in America for way less than it costs. Give it away for free. Try to get a bunch of important, you know, companies using it or…”
Coogan: American Drone Makers Cannot Compete Without Sourcing From China
“It's basically impossible to build a competitor to DJI in America just through the American supply chain. Even if you assemble it here, your motors, your batteries, everything's going to come to China.”
Hays: Americans buying DJI drones are effectively deploying a Chinese spy network
“Even, I've tweeted about DJI before, but that, that Americans buying a spy network for China is like the most insane thing.”
Steinman: Chinese robotics firms are replicating DJI's US market takeover playbook
“They are absolutely taking that playbook and trying to replicate it as broadly as possible.”
Hays: US will get smoked by China on drone manufacturing volume
“In a. Near peer conflict. If drones actually are an important aspect, you know, player in that, we will not be able to compete purely on an output basis. So even if we were to have a better product, say Andrel has a better product than DJI, it just purely on a…”
Coogan: DJI does not need to steal data because users voluntarily upload footage
“I think that almost the bigger issue is that people are just, they're just voluntarily saying, yes, please up my, upload my footage to the DJI cloud. And they're actually opting in to send the data. So I don't think that they actually have to steal it.”
Hays: Individual accidentally gained control of 7,000 DJI vacuums
“There was an individual who accidentally gained control of 7000 DJI vacuums.”
DJI controls 90% of the global drone market while Autel holds 5%
“DJI has something like 90% of the global market. Autel is roughly five percent.”
Coogan: DeepSeek Founder Liang Wenfeng Is the Next Frank Wang
“This guy is he's the next Frank Wang.”
Coogan: DJI Has a Competitor for Every GoPro Product
“DJI has a competitor to every single GoPro product, but not reversed.”
Coogan: Anduril's original Anvil drone destroys targets via kinetic impact
“Well, no, no, the original anvil just has just a weight in it, and so it's purely kinetic, and this is the whole story with Polymer figuring out how to shoot down DJI drones, electronic warfare, takeover, and what he realized was that if you just run into it, …”