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 56 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 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
Patel: IBM mainframes increase in volume and revenue every cycle
“IBM mainframe sell more volume and revenue every single cycle.”
Patel: Most AWS data center CPUs are Intel chips from 2015-2020
“The plurality of Amazon's CPUs in their data centers Are 24 core Intel CPUs from, that were manufactured from 2015 to twenty-twenty.”
Patel: AI industry is in early days of synthetic data
“Where have we gone on synthetic data? Oh, we're still like very early days, right? We've spent tens of millions of dollars maybe on synthetic data.”
Patel: Synthetic training only works in functionally verifiable domains like math
“We can't teach it what good art is. Because we have no way to functionally prove what good art is. We can teach it to write really good software. We can teach it how to do mathematical proofs. We can teach it how to engineer systems, because there are, while t…”
Patel: Inflation-adjusted private capital at dot-com peak exceeded today's levels
“At the peak of the dot com, you know, especially once you inflation adjust it the private capital entering the space was much larger than it is today”
Patel: Expensive reasoning queries unlock pricing power by automating new human tasks
“Yes, the queries are expensive, but they're nothing close to the human, right? And so each level of productivity gain I get each level of capabilities jump is a whole new class of tasks that it can do And therefore I can charge for that. Right. So this is the …”