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.

clear all ✕

why aren't all 2 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

Opinion
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…”
Brad Gerstner Apr 18, 2024 ▶ 24:39 Ep7. The Great IPO Debate, Tesla Robotaxi v Uber, Tech Check | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
Assertion Supported
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 …”
Satya Nadella Dec 12, 2024 ▶ 42:28 Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
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