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 2 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 2 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
Seibert: OpenAI will evolve into an infrastructure platform like AWS
“I view OpenAI probably evolving more into an infrastructure company like AWS.”
Des Traynor: AI infrastructure will consolidate into 3-4 price-competing providers
“They'll probably be three or four big providers is my guess. You'll be probably GCP, AWS, maybe OpenAI directly, and I'm sure Azure. That's how I think that layer will play out, and they'll end up in pretty direct price competition with each other.”