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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.

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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 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

Disclosure
Gerstner: Software investing is currently in the 'too hard basket'
“For me, software today is generally in this, in the too hard basket.”
Brad Gerstner May 29, 2026 ▶ 12:42 Where Brad Gerstner Is Investing Billions
Disclosure
Gerstner: OpenAI and Anthropic are Altimeter's largest bets in firm history
“You know, we've really made massive bets, the biggest bets in the history of Altimeter, between OpenAI and Anthropic, which you know, is consuming billions and billions of dollars.”
Brad Gerstner May 29, 2026 ▶ 28:43 Where Brad Gerstner Is Investing Billions
Disclosure
Gerstner: Altimeter's public funds saw record performance over past two months
“We just had two of the biggest months in the history of altimeters public funds. That's 18 years.”
Brad Gerstner May 29, 2026 ▶ 3:53 Where Brad Gerstner Is Investing Billions
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