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 13 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 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
Michael Dell: Only 10-15% of large companies have figured out AI
“Maybe 10 or 15% of large companies have really figured this out. And the rest of them are kind of fumbling around.”
Dell: AI will expand output and problem-solving rather than just cut headcount
“When I hear people say, oh, you know maybe we're just gonna have all these great tools and we won't do more things. We'll just do the same things with fewer people. It doesn't sound right to me. I mean, there'll be some of that, but I think most of it will be,…”
Dell: AI infrastructure business will reach ~$50B this year
“The progression of our business in that area sort of gone from like two billion to ten billion to twenty five billion to This year it'll be like fifty billion.”
Dell: Stripe data shows 2025 startups growing 4x faster than 2018 cohort
“When you talk to the Collison brothers at Stripe, they'll tell you that the Rate of growth of the 20, 25 cohort companies is about four times faster than the 20 18 companies.”
Michael Dell: Lowest cost AI token will be generated locally on-device
“The lowest cost token is going to be the one that's generated right where the data is on the device.”
Michael Dell: AI lets Dell teams finish months of work in days
“When I listen to what our teams are able to accomplish in a day or two weeks that would have taken them, you know, a few months or nine months time, you know, it's just amazing the speed of innovation.”
Dell pledges $6.25B to fund seed accounts for 25M children
“Well, it's 250 dollars to twenty-five million children ages two to 10 in zip codes where the median income is a 150,000 dollars or less. It's 6.25 billion dollars.”
Michael Dell: Texas has more NYSE companies than New York or anywhere else
“More New York Stock Exchange companies in Texas than in New York or anywhere else.”
Michael Dell: Dell has deployed over 4,000 AI Factories in enterprises
“So about two years ago, we put together this product that we called the Dell AI factory. And now we've got 4000 plus of these and it's kind of running rampant across enterprises.”
Dell's infrastructure business grew 73% last quarter
“Our infrastructure business last quarter grew, 73%.”
Michael Dell: Dell guided infrastructure business to grow ~100% this quarter
“This quarter we Guided that it would grow even faster, like a hundred percent.”