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
Hulme: Microsoft acquired Inflection primarily for its 12,000 H100 GPU cluster
“I do not believe that Microsoft were buying the Pi model. I think Microsoft are GPU constrained, and we're buying a cluster of 12,000 H-one hundreds.”
O'Driscoll: Microsoft's revenue growth is flat without its AI initiatives
“Without the AI initiative, Microsoft is flat revenue.”
Taneja: Microsoft generated the highest multiple return among OpenAI investors
“Taking that bet was hugely, hugely valuable for Microsoft. I think, and if you look at the return, by the way, if they put in twenty billion, they are the ones who have the highest multiple return as well. So it was a great investment on a financial basis and …”
Lemkin: Microsoft shifting default model choice to Anthropic across several products
“Microsoft I think today said they're moving not just parts of office to Anthropic, but that it is the default choice for several other products and that Microsoft today said several months ago, they told their teams to start using cloud code several months ago…”
O'Driscoll: AGI's arrival will be defined by Microsoft and OpenAI litigation
“My comment is we're going to hit AGI when Microsoft and OpenAI litigate what OpenAGI is.”
Lemkin: Microsoft's OpenAI Deal Includes 10% Revenue Share Until AGI
“Getting everything they get plus 10% of all revenue until there's AGI plus the returns.”
Stebbings: Microsoft generates $350 million per day in free cash flow
“They don't have the cash flow capabilities of Microsoft doing three hundred and fifty million dollars a day in free cash flow.”
Reber: Real-Time Sync Was the Primary Reason Microsoft Bought Wunderlist
“And it actually, in the end, it was the reason Microsoft bought us, because of the real-time synchronization we've had.”
Stebbings: Microsoft generates $350 million per day in free cash flow
“We've never had incumbents who throw off three hundred and fifty million a day in free cash flow like Microsoft does”