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 109 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 3 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
Gurley: Cloud Revenue From Invested AI Credits Is 'Low Quality'
“From the big company player side, I would just say definitively, And this could get me in trouble, but this is low quality revenue. Like, this is flat out low quality revenue, and I'm certain that they've got their auditor to sign off on it, but I don't think …”
Gerstner: Foundation Model Startups Cannot Compete Without Big Tech Backing
“If you're a founder and you want to compete in this, you know, in the model game, you know, and you don't have their backing, there is no, no chance.”
Gurley: Major LLM players are lobbying regulators to disable open source
“Some of the larger LLM players have literally attacked open source directly and are telling, you know, regulators to try and disable it.”
Gurley: OpenAI used to be open-source and is now attacking it
“OpenAI that clearly is a closed model, and we have, we... And used to be open source. Right. And is now attacking open source.”
Gerstner: Twitter Platform and Product Pace Are as Vibrant as Ever
“What he did at Twitter, laying off 75% of the people that, you know, I saw somebody tweet the other day, Bill they said, I guess Twitter isn't going to fall over. Right? I mean, the platform is as vibrant and the product development cycle is vibrant as it's ev…”
Gurley: OpenAI would not exist if Google had patented the transformer
“So open AI doesn't exist today if that's patented and controlled. There's, it just doesn't”
It is too early to obstruct American AI with regulations, argues Gerstner
“I think we definitely are in the camp that it is way too early to obstruct American AI with, you know, useless regulations. Like, we don't even know what we should be regulating.”
Gurley: US Pressure Could Provoke ASML to Defy China Export Bans
“I could easily see us provoking Europe to the point where the ASML team just says, well, screw it. We don't care what you say. We're selling to China.”
Gerstner: X is the top news platform in every country worldwide
“X to me is so interesting because they have a platform that is the number one news platform in every country on the planet.”
Gurley: Tariffs on BYD will make Detroit automakers less competitive
“Detroit is not globally competitive anymore, and putting tariffs on BYD's cars is not going to make Detroit more competitive. It's going to make them less competitive, and they're going to fall further behind.”
Gerstner: Newsom's anti-business policies will cost Democrats future elections
“The stuff that Newsom's doing is just the same, same stuff that shrunk the party and cost Democrats future elections.”
Gurley: Milei May Have Had Fastest Impact of Any Country's President
“If what he said is true about what's been accomplished, it may be the fastest impact a president of a country has ever had on, on, on the trajectory of that company country.”
Gerstner: ISS coerces corporate boards toward societal rather than corporate interests
“Many of us have argued over the years that ISS veered off course, right? And this started becoming kind of this cudgel to, you know, to coerce board behavior into ways that they deemed, right in maybe societal best interest or in their perceived best interest …”