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
Palihapitiya: OpenAI's enterprise value will fall in 2024
“I think the enterprise value of open AI goes down.”
Musk predicts OpenAI lawsuit will go to jury trial in February or March
“Yes, I believe that will go to jury trial in February or March.”
Gerstner: Vast majority of AI compute offtake comes from 3 companies
“So the vast majority of the offtake commitments are coming from Anthropic, OpenAI, and NVIDIA. Right. When you hear about the hyperscalers building all of this, you know, this computer, they're building it out to sell to the people that we you know, that we ju…”
Calacanis predicts Elon Musk vs. OpenAI lawsuit will end in settlement
“My guess is, like most of these things, there'll be some sort of settlement or something here, but maybe he takes it to the mat, who knows.”