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 6 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
Baker: Software companies cannot succeed in AI without margin pressure
“It is definitionally impossible, given what we just discussed, to succeed in AI without gross margin pressure, and I do not know why they have concerns, because we have an existence proof that a software company can deal well with declining margins in Microsof…”
Enterprise AI Providers Must Vertically Integrate Compute to Be Low-Cost
“You're just simply not going to be the low cost provider. If you're not vertically integrated, if you don't own your own compute over the very long. Long-term.”
Baker: Google avoided outcome models because advertisers systematically overpay for ads
“Because people overvalue systematically their ability once they've acquired a customer through Google to keep it as an organic customer. So they systematically overpay. And they continue doing that. That's why Google never went to outcomes or marketplace, beca…”
Every One Percent Market Share in AI Accelerators Is Worth $100 Billion
“My rule of thumb for accelerators, every one percent share today is probably worth a hundred billion. So there's no need to go head on with NVIDIA.”