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

Prediction Not checkable as stated
Cheah: Global AI Market Will Segment into Domestic Sovereign Models
“So they are going to the direction of highly tailored sovereign AI models for the domestic market. And we actually see this happening more and more. So for Cohear, they will service the Canadian market. For the US market is going to be served by OpenAI Entropi…”
Eugene Cheah Jul 1, 2026 ▶ 15:08 Featherless: $3.6M Revenue Running 6,700 Open Source AI Models — Eugene Cheah
Prediction Not checkable as stated
Abujamra: OpenAI will not solve complex PDF table extraction soon
“I don't see open AI and these folks solving this problem so early because when you go into PDF tables, it, there's a lot of things that OCRs don't solve.”
Alex Abujamra Feb 29, 2024 ▶ 12:12 He Did $1m last year selling South American Business Data to firms like CapIQ
Opinion
Every OpenAI feature release kills hundreds of startups
“Literally every release of from open AI kills hundreds of startups, right? Every single feature.”
Justin Shum Aug 11, 2023 ▶ 10:18 Can this new AI tool grow into their $10m valuation?
Disclosure
Featherless Targets Startups Burning $100K Monthly on OpenAI and Anthropic
“We also realized that there is a lot of money on the table right now where you can go after the startups that, hey, I just built my entire startup or SMB on OpenAI or Entropic, and I'm burning a 100,000 dollars a month. And I do not know what I was doing. And …”
Eugene Cheah Jul 1, 2026 ▶ 10:40 Featherless: $3.6M Revenue Running 6,700 Open Source AI Models — Eugene Cheah
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