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 6 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 6 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
Amazon and Alibaba will lose top e-commerce positions within 10 years
“I think in 10 years from now, Amazon and Alibaba will not be the biggest e-commerce companies anymore. They will get disrupted by other companies, younger companies, more creative, more agile companies, and I think people will look back at Amazon and Alibaba l…”
Coates: Shopify competes directly with Amazon today
“Well, I mean, Shafak meets with Amazon today. Oh, absolutely. Hundred percent. Hundred percent.”
Lemkin: Custom chip competition will not threaten Nvidia's dominance in 2026
“You're a fool to invest against Nvidia for 2026. And I think you are arguably a fool to invest into Amazon in 20, 26 for a simple reason. Just a simple, I didn't say 20, 27 or 20, 28. It is not enough time for all this competition to come online. It is not eno…”
Traynor: Amazon could outright acquire Anthropic to integrate into AWS EC2
“I'd be wary of Amazon. So like I could see Amazon just like Flat up like buying Anthropic and being like, let's just make this part of the EC two cluster.”
Lemkin: Amazon stock will underperform Big Tech peers in 2026
“Amazon stocks only up two percent this year, if, and I think they're gonna, they will be the underperformer next year, for the same, there's just not enough time”
Östberg: Amazon stock gains will come solely from business growth, not multiple expansion
“I'm still a big fan of Amazon, but of course the valuation of those companies have gone up a lot. So you cannot count on margin expansion or multiple expansion. Sorry. So, so the growth in those stocks will only be, or the value growth in those stocks would ba…”