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 8 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
Gerstner: AWS Trainium Chip Cannot Compete With Nvidia's Hopper or Blackwell
“I think Tranium is not even competitive with Hopper, let alone with where Blackwell is today.”
Gerstner: OpenAI should subsidize developer models using consumer profits
“Amazon had this monopoly retail business they could use to subsidize AWS, gain share for a decade, and then begin to take price. That would be a rational strategy for OpenAI to follow. So you take the profitable consumer business, you use it to subsidize, you …”
Gerstner: Anthropic Has Minimal Contribution Margin Due to AWS Fees
“So in the case of Anthropic, most of their enterprise API, I believe is sold through AWS and they have to pay a huge, Customer acquisition fee in the world of Google, we would call it TAC probably to Amazon. And then of course you have all the costs that you h…”
Gerstner: Amazon Spent Over $100 Billion on AWS Before Turning Profitable
“By our analysis, for example, just Amazon, Spent over a hundred billion dollars on AWS invested for over eight years before they saw profitability in that business.”
Gerstner: OpenAI has caused almost no share shift from AWS to Azure
“We've seen almost no share shift from AWS to Azure as a result of OpenAI.”
Nadella: Shopify, Stripe, and Spotify became Azure users via OpenAI APIs
“Take, you know, Shopify or Stripe or Spotify. These were not customers of Azure. They were all customers of GCP or they were customers of AWS. So suddenly we got access
Do many, many more logos who are all quote unquote digital natives who are using Azure in …”
Gurley: Google open-sourced Kubernetes defensively to break AWS cloud lock-in
“Google had a Piece of technology called Kubernetes. It was orchestration that would allow you to move a workload. If that became a standard from one, you know, one large server vendor to another, right? It basically created ease of distribution. So you could r…”