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 17 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
Mostaque: Only 5 or 6 foundation model companies will exist in 3-5 years
“I think that there's only going to be five or six foundation model companies in the world in three years, five years. I think it's going to be us, Nvidia, Google, Microsoft OpenAI, and Meta and Apple probably are the ones that train these models.”
Foroughi: AppLovin will become the third-largest digital ad marketplace
“Like if you just to size it, that's Facebook, Google one, two, or in whichever order I'd have to check, but that's the third biggest digital marketplace for advertising in terms of scale that will exist.”
O'Driscoll: Meta and Google control 70% of all global advertising
“Facebook and Google have 70% of not just all digital advertising, but all advertising.”
Lemkin: Wiz must IPO within 18 months after rejecting Google bid
“When the CEOs in, in, in, in the letter to the team says, we're going to go public instead, you got to do it in the next 18 months or so.”
Stebbings: 45% of Millennials Use TikTok Over Google for Search
“I saw an unbelievable stat, which is like, 45% of millennials use TikTok instead of Google as their primary search engine.”
Stebbings: 45% of millennials use TikTok over Google for search
“I saw an unbelievable stat, which is like, 45% of millennials use TikTok instead of Google as their primary search engine.”
Emil Michael: Uber grew faster than any company in history, including Google
“We grew faster than any company in the world, both geographically And revenue wise, including Google.”
Digital advertising CPMs compound at approximately 40% per year
“The second force at play is essentially the market-wide, the CPMs are just compounding. The number we've seen is about 40% a year, and that's just because of a number of factors around the algorithms of new competitors coming into the market.”
Chad Byers Predicts Facebook or Amazon Will Hit $1 Trillion First
“So I think it's Facebook. You know, my second answer, although this is kind of cheating, would probably be Amazon. So Facebook or Amazon, I don't think it's Apple. I don't think it's Google. I think it's going to be one of those two.”
Only Google has an AI dataset comparable to Diffbot
“I think the only other company in the world that has that kind of data set is Google.”
Midha: Google operates 12 to 15 gigawatts of compute infrastructure
“I think Google Is roughly at 12 to 15 gigawatts of that I'm aware of infrastructure for internal and external deployed needs.”
Flanagan: AI Overviews now appear in over 35% of Google searches
“That's on over, like, 35% of all searches today have some sort of AI overviews experience, and so that's rolling out much more rapidly.”
Ramaswamy: Google Paid AOL Over 100% Revenue Share in Early Deal
“If I remember correctly, the, we paid AOL more money than we made. This was like a hundred plus percent ref share.”
LeCun: All Google Transformer Paper Authors Have Left for Startups
“So you look at the original paper from Google about BERT or Transformers, right? The thing that revolutionized NLP, all of them have left. Okay. They're all in startups.”