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 13 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 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
Lessin: Whenever SoftBank buys, you sell; they are the worst investors
“Whenever SoftBank buys, you sell. Right. Like they are the worst investors in the history of the world. Right. And so it's just like, I've watched them crush so many companies by over capitalizing them by get, they're like, you know, they, it's hilarious. I lo…”
Hays: Stargate consortium lacks even 20% of $500B committed
“It's clear to everyone involved that they certainly don't have 20% of the five hundred billion just sitting in an account. Like, that money has clearly not been committed.”
Coogan: Masayoshi Son claims $9T AI capex is reasonable or too small
“Masayushi Sohn, the head of SoftBank, is here quoted saying that, nine trillion dollars of capex for artificial super intelligence is very reasonable. In fact, it may be too small.”
Intel Secures $7B From Nvidia and SoftBank Following Federal Intervention
“Since Washington stepped in, as you know, Jordy Intel has pulled five billion of investment from NVIDIA, two billion from Japan's SoftBank, and its shares have more than quadrupled, trouncing those of rivals.”
Hays: OpenAI raised $110B round from Amazon, NVIDIA, and SoftBank
“OpenAI raised a hundred and ten billion dollar round of funding from Amazon, NVIDIA, and SoftBank.”
Hays: Stargate's $500B Plan Dwarfs Total 2024 US Startup Funding
“The companies are committing a hundred billion to the venture with plans to invest up to five hundred billion over the next four years, which actually seems- To put this into perspective, in twenty-twenty-four, I believe there was a hundred and sixty-eight bil…”
SoftBank Agrees to Invest $2 Billion into Intel
“SoftBank led by Masa suddenly agreed to put two billion into the company, part of its campaign to bet on us firms and appeal to Trump.”
Doricko predicts a major surge in US printed circuit board manufacturing
“Boards, I think actually we are going to see, if not just because of soft banks, a hundred billion dollars that they maybe do or don't have we will see a lot more of in the United States soon.”
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.”
Hays: SoftBank owns roughly 90% of Arm, valued at $140B
“Because they own 90%, roughly 90% of the company. It was a full buyout in 2016. That's right. They bought the entire company for something around 25 thirty billion US USD. Buy the entire company. They still own 90% today. So their purse, their, like, SoftBank'…”
SoftBank pledged $100B in U.S. AI and tech investments
“SoftBank had already pledged to spend at least a hundred billion in the U.S. On AI and other tech investments. A move announced by Sun at Trump's Mar-a-Lago Club last December.”
Dr. Drew: SoftBank Invested $10M in DrDrew.com During Dot-Com Era
“Six or seven SoftBank VC representatives marched out of the room, and, ah, my Harvard Business School friend was anxious, and like, I didn't even understand what was happening. Still, I did not. And they came back in, and they go, okay, ten million dollars.”