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 2 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
Patel: Microsoft Azure is losing cloud market share to Oracle and CoreWeave
“Azure is like losing a lot of share to Oracle and CoreWeave and Google and so on and so forth, right?”
Appenzeller: Specialized clouds like CoreWeave beat hyperscalers for AI startups
“The large clouds, in my experience, are not always the best option, right, if you price it out. You know, we've seen that the startups typically are more likely to go with specialized clouds, you know, like CoreWeave or Lambda, right, that are basically specia…”