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
Dell: Incumbents Failing to Adopt AI Will Be Destroyed in 3-5 Years
“These companies have an incumbency of sorts, right? They have data, they have customers, they have brands, they have IP, et cetera. But if they don't move quickly to re-imagine their businesses, given all this technology, they will be destroyed by new companie…”
Dell: AI productivity gains will be far bigger than the PC's
“Oh, it's far bigger. It's far bigger. Yeah, I feel 98% confident that it's far bigger than the PC.”
Dell: US has a government spending problem, not a loan-to-value problem
“I've sort of stepped back from the hysterics and you say, we don't have a loan to value problem as a country. We have a spending problem.”
Michael Dell: We Maintained Six Days of Inventory for Seven Consecutive Years
“You have six days of inventory, which we actually had for about seven years in a row, six days of inventory, think about that. The, it's a structural competitive advantage because you're, you have fresher inventory, you have fresher costs, and of course you do…”
Dell: Our Foundation Will Make Significant Invest America Contributions
“Susan and I will definitely be a part of that, that will say, hey, you know, this is a really good way to get money directly to the next generation... Our foundation has studied this very carefully, and we believe it's worthy of a significant contribution”
Dell: We Received $12.1B in Q1 AI Orders, Have $14B Backlog
“So last year, our server networking business grew 58% year over year. In the first quarter, we had we received 12.1 billion dollars in AI orders. And by the way, our shipments for all of last year in AI servers were about ten billion dollars... So we took orde…”
Dell: Dell delivered its first GB300 system to CoreWeave
“Yeah, we delivered the first GB 300 a couple of days ago to CoreWeave. We announced that. We actually have delivered another GB 300 system to another customer.”
Dell: Custom ASICs gain share at hyperscalers, but customer count remains small
“I think for the larger model companies and hyperscalers certainly custom ASICs are gaining a lot of share. And when you have control over the workload and you can you know, take the time to optimize your workload you know, that's certainly going to be a part o…”
Dell: Dell stock rose 130,000% with seven stock splits in the 1990s
“Stock went up a 130,000 percent. We had seven stock splits.”
Dell: Dell delivered over 3,000 enterprise AI factories last year
“Yeah, so we, in the last year you know, delivered a little over 3000 of these Dell AI factories, and, you know, those are increasingly to enterprise and commercial customers that want to bring the AI to their data, not the data to the AI.”