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 4 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
Blomfield: Microsoft Office will not displace specialized vertical AI software
“I do, but I don't agree because I think Microsoft Office, like, by definition has to be a general product. It will be the best word processor for sure, but it's not going to be the tool that the dentist is actually using to write their clinical notes after a m…”
Howie Liu: Microsoft Copilot Will Drive Significant ARPU Growth Across Office
“When you think about like Microsoft's co-pilot offering, it's going to add significant ARPU to every single seat of office, which is a massive install base, right?”
Cannon: Over One Billion People Use Microsoft Office Daily
“There are more than a billion people who use Microsoft Office every day, and if they pay a hundred dollars a year, that's a hundred billion in revenue just for Office, not to mention the potential to expand in a lot of ways that Akshay outlined earlier.”
Network Effects Are the Primary Defensible Quality of Internet Businesses
“I think they had a real belief that networks would be the defensible quality of the internet, or the defensible thing about building a business on the internet. Whereas, let's say, In prior businesses like, ah, Microsoft Office or Windows or any other software…”