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 6 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: Nvidia will likely compete directly with GCP, AWS, and Azure
“So I think it's likely that Nvidia goes on a full frontal assault against GCP and Amazon and Microsoft.”
Friedberg: Microsoft faces core application revenue decline within next five years
“I do think that there's a real probability of revenue decline in the next five years. So if you look at the enterprise install base, I think that cloud gets competed away. So I do think like on the application software layer, they're going to have a really har…”
Kirtley: Helion will bring 50MW fusion plant online for Microsoft in 2028
“We have a per, a power purchase agreement to build a power plant with them to come online in 20, 28. This is 50 megawatts.”
Calacanis: Big Tech will make a $50B+ AI acquisition in 2026
“For twenty-twenty-six, I think we're going to see some massive M&A. It doesn't matter to me how it occurs, but I do think we're going to see a fifty billion plus deal, and I think it could be, ah, one of the Mac seven, an Apple, a Meta, a Microsoft, or an Amaz…”
Chamath Palihapitiya predicts Microsoft's employee base will grow over five years
“So I suspect that Microsoft business on the margin grows back to Dave's point. Some of the four 93 shrink and go away. It'll be cheaper for Microsoft to bundle together a bunch of other products that are point features today. And so they'll have more people. T…”
Calacanis predicts Microsoft's headcount will stay flat near 225,000 to 250,000
“I think they'll have just about two 50 plus or -10%. I don't think if I could pick push as the answer, I would pick push, which is they're going to get 10% better every year with AI, 20% more efficient. Therefore, they don't need to add people, but I also don'…”