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 5 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
Chamath: Agent-written code caused three or four SEV-1 outages at AWS
“Why does Amazon issue an edict that says you cannot use this stuff inside of AWS unless a human now reviews and approves it? Because what happened? They had three or four SEV-ONE faults from a bunch of code that was written by agents that brought down AWS.”
Chamath: Amazon's advertising business will surpass AWS within three years
“It'll be bigger than AWS in three years at this rate.”
Huang: AWS will purchase 1 million Nvidia chips in coming years
“In the case of AWS, I think they just announced, I think it was yesterday, that they're gonna buy a million chips in the next couple years.”
Friedberg compares revenue run rates and growth for AWS, Azure, and GCP
“AWS has a hundred twenty-four billion dollar revenue run rate. Microsoft, one hundred twenty billion, and Google Cloud, fifty four billion. But AWS, which is slightly larger than Microsoft, is only growing 17% year over year. Microsoft's 26% year over year, an…”