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 53 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 2 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: Meta's ad revenue from Chinese merchants is pure profit
“That's pure profit, right? There's no incremental variable costs against serving those advertisers. So if that just disappears, you know, it's very, very high margin business.”
Gerstner: Big Tech Earnings Are Up 38% Over the Past 12 Months
“So if you look at it for Microsoft, NVIDIA, Amazon, Google, Meta, earnings are up 38% over the last 12 months.”
Gerstner: Meta raised net income to $55B while cutting headcount to 69K
“In two years, that company has gone from twenty two billion in net income to fifty five billion in net income. They've reduced their headcount from 85,000 people to 69,000 people.”
Madra: Llama 3 became Groq's most popular model in 48 hours
“And for us, we saw within the first 48 hours, it become the most power, most popular model that we run on Grok. And so really replacing what? Replacing Mixtrel eight by seven for us, which was, you know, generally considered the best open source model at that …”
Gerstner: Tech stock gains in early 2024 are concentrated in Meta and Nvidia
“Meta, Nvidia up 30, 40% even with the pullback that we had today. But the truth is the Nasdaq hasn't really moved that much. I mean, I think we're up three or four percent through today. If you look at the median stock, I think it's up about one percent.”