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 4 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 Not checkable as stated
Coogan: AMD's software is too broken to train AI models
“Even though they're hitting the benchmarks on the actual, like, computing power, like, price per flop, the software is so broken, there's so many bugs that you cannot train models on it.”
John Coogan Dec 31, 2024 ▶ 13:16 Year of Tech in Review (ep25)
Assertion Contradicted
Coogan: SemiAnalysis clocks ChatGPT at 71% of AI query share
“So semi-analysis, clocks, chat GPTs, share of queries, it's 71%. Meta is in second at 12%, and that's with billions of users on meta products, and so OpenAI is certainly running away with consumer.”
John Coogan Jul 26, 2025 ▶ 29:57 Weekly Recap: Casey Neistat, OpenAI Cracks Math, The Future of ChatGPT, Apple x F1, Intel Layoffs
Assertion Not checkable as stated
Hays: SpaceX is up 13% in five days, partly from SemiAnalysis report
“SpaceX is up 13% in the past five days, almost certainly in part due to semi-analysis.”
Jordi Hays Aug 11, 2026 ▶ 29:44 Zuck’s AI Vision, Celebs Are Dating Private Equity Guys, AI Agent Hacks Gym | Diet TBPN
Disclosure
Patel: Hedge funds make up 40% to 50% of SemiAnalysis's business
“Roughly like half our business is, or 40% of our business is like hedge funds”
Dylan Patel Feb 3, 2026 ▶ 32:13 FULL INTERVIEW: Dylan Patel Says We’re Still Underestimating AI
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 500 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.