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 11 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: The US should sell AI chips to China to protect the CUDA ecosystem
“Are we better off selling to those countries, those companies, keeping companies like ByteDance and Tencent, et cetera, in the CUDA ecosystem, rather than allowing all of that data, all of those profits to flow right into the Huawei ecosystem and benefit the C…”
Gerstner: Elite Tech Companies Like SpaceX and Stripe May Stay Private
“You know, think of, you know, the SpaceX's, the ByteDance, the Databricks, the Stripes of the world, all the companies people are waiting to see when they're going to come public. They all fit that profile. They don't need the public markets to provide the liq…”
Gerstner: There is a real chance TikTok shuts down within 18 months
“So I think there's a real chance that when we're looking at this, 12 to 18 months from now, that it's an absolute no go, that they can't find a middle ground and that the app is shut down.”
Gerstner: AI answer engines will operate below margin to take search share
“It would be surprising to me if we don't see Meta AI, and Microsoft, and ByteDance, and Perplexity, and all the others who are providing answer engines, ChatGPT, coming at them below margin, ok?”
Gerstner: 90% of ByteDance's Business Is Outside TikTok US
“About 90% of ByteDance's business is not TikTok US. 90% of the value of the company is things like Doyan, which is the Chinese version of TikTok, and Daobao, which is the Chinese version of ChatGPT, and TikTok around the world, and so there's a huge and profit…”
Gurley: Odds of ByteDance Agreeing to Sell TikTok Are Low
“Well, and they've had a 180 days to do it. So the odds that they actually want to do it, I think are low because they could have done it already.”
Gurley: ByteDance operates China's closest equivalent to OpenAI's consumer app
“If someone said,
Whose app is closest to open AIs in China?
It's already an app from ByteDance that's out there.”
Gerstner Discloses Altimeter Is a Major Investor in Anduril and ByteDance
“We're a big investors in Andrew. You know, we're big investors in ByteDance.”
Gerstner: 60% of ByteDance Shareholders Are US Investors
“Remember, the shareholders in ByteDance, 60% of those are U.S. Investors like Altimeter.”
Gerstner: ByteDance's chatbot is the number one AI assistant in China
“Their AI, you know, their chat GPT equivalent is number one in China, right?”
Gerstner: Institutional LPs Cannot Easily Sell Multi-Billion ByteDance Stakes
“You can't sell easily a billion or a two billion dollar position in ByteDance or sell a multi-billion dollar position. So all of the endowments, foundations, you know, pension funds, they're in a different position than they've been in the past.”