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 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 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
Assertion Open · timeframe Jan 2028
Coogan: Stargate Campuses Will Be Built for Distributed AI Training
“Even more impressive, all these data center campuses will be, will continue to be built out with the aim of distributed training.”
John Coogan Jan 25, 2025 ▶ 1:32:22 DeepSeek, Stargate Update, Bees Do Enjoy Honey, Golden Retriever Maxxing, Bring on the Trilly
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