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 11 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
O'Driscoll: Anthropic reports gross AWS revenue; OpenAI reports net Microsoft revenue
“There was this kind of whole meme of OpenAI reports net on their partner revenue and Entropic reports gross. And what they're saying there is if OpenAI sells through Microsoft and Microsoft takes some money off the top, OpenAI only reports the net amount. If A…”
O'Driscoll: Cerebras recently signed deals with OpenAI and AWS
“And in the last three months, they've signed a deal with OpenAI and a deal with Atropic. Sorry, no, a deal with OpenAI and a deal with AWS. Sorry, I should be precise, right?”
Rory O'Driscoll: Anthropic plans to build its own physical data centers
“Kind of, you didn't mention it, but in the same announcement, I think, Anthropic also said they're going to break ground on a physical data center. So that's another one of the model companies saying it's not enough to rely on compute from your service provide…”
Cahn: The $250B Cloud Infrastructure Market Equals the Entire SaaS Sector
“This cloud business today is a two hundred and fifty billion dollar business. So the cloud business today is the same size as the SaaS sector. That's the business that Azure, Google and AWS control is the same size as the entire SaaS sector.”
AWS waited until $100B in revenue to fully verticalize its sales org
“AWS just moved to verticals right across the whole organization and they're a hundred billion.”
Casado: Early AWS Had Far More Market Dominance Than Anthropic Does Today
“AWS was like, 70 or 80% market share early on. Nobody thought they could ever catch up to them. You know, they were the massive market leaders that created the category. I mean, they had way more dominance than Anthropic has now.”
Khan: The top three cloud providers were created by public companies
“AWS was created by a public market company, the entire cloud business. You know, the three biggest cloud providers were public company when they started it.”
Tunguz: Web2 cloud infrastructure and application layers both have $2.1T market cap
“So in web two, if you take the top three clouds and you look at their market cap, so AWS, GCP, and Azure, it's about a 2.1 trillion dollar market cap just for the cloud businesses. And then if you take the top 100 publicly traded cloud companies, both on B to …”
Dubugras: Startups with $5M in funding couldn't get corporate cards in 2017
“Startups had to raise a lot of money and couldn't get a corporate credit card. And that was the first problem that we saw was like, how come you have raised five million dollars and you can't get a card to pay for your SAS and AWS bills?”
Tomasz Tunguz: Web2 cloud infra and top 100 apps share equal market caps
“So in web two, if you take the top three clouds and you look at their market cap, so AWS, GCP, and Azure, It's about a 2.1 trillion dollar market cap just for the cloud businesses. And then if you take the top 100 publicly traded cloud companies, both on B to …”
Gordon: Amazon AWS, Kindle, and Prime were shaped in key board meetings
“I remember the board meeting on Amazon where we first talked About what become Amazon Web Services, AWS. I remember the first time, I remember a series of meetings that led to the presentation of Kindle. I remember a series of meetings that led to the presenta…”