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 12 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 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
Weitzman: Renting an H100 GPU costs 1.5 times more than buying it
“If I was to buy an H 100 for, let's say, 30,000 dollars, that's how much the, kind of, a single card would cost. If I wanted to rent an H 100 for one hour spot instance from GCP, it could cost me five dollars. If I rented it from, like, You know, Azure or AWS,…”
Midha: Sovereign data needs open cloud market to startups after 15 years
“Because the context, the mission-critical context of those workloads is so important to be run locally that you can't run them on Amazon, AWS, GCP, or Azure, and it's the first time In 15 years that the sort of hyperscaler dominance is up for grabs for startup…”
Shlomo: Google is most likely to win the LLM race
“Google. By far. They have the compute. They're moving very fast. If Gemini at some point wins the race, like literally wins the race then they have the entire stack. Including like Google Cloud and whatever, whatever they need and they have the data and whatev…”
Traynor: AI infrastructure will consolidate into 3-4 providers in direct price competition
“There'll probably be three or four big providers is my guest, probably GCP, AWS, maybe open AI directly. And I'm sure Azure, that's how I think that that layer will play out. And they'll end up in direct price competition with each other.”
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.”
Google Cloud generates 30% operating margins selling compute to Anthropic
“Every dollar of, every piece of compute that you give to Google Cloud turns into 30% operating margins in a day because they can sell it to Entropic.”
Acharya: AI foundation and app markets resemble AWS and GCP, not Uber
“I think the foundation model companies look a little bit like that. And I think in the apps layer, you're just going to have people that want to Consume the code they generate through a rich IDE and those that want to be closer to the metal, and that's probabl…”
Tunguz: Top 3 cloud providers equal top 100 apps in market cap
“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 Just for the cloud businesses. And then if you take the top 100 publicly traded cloud companies, both on B to C and B…”
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 …”
Perplexity received $1M in cloud credits at launch
“When we started perplexity, we had like around 200,000 dollars worth of Amazon credits and GCP credits and Azure credits. That almost like together, cumulatively, this was worth like a million dollars in compute credits.”
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 …”
Nottebohm: Diane Greene centered Google Cloud Monday staff meetings on customer problem-solving
“Diane Green ran her staff meetings that way. Every Monday we were problem solving how we could help a certain customer, and a certain type of customer, and what we needed to do to get them truly just loving the product, and that was very special.”