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 9 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 9 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: Decommissioning Diablo Canyon causes California to import more coal power
“Ironically, right, if you decommission Diablo, you know what the state does? It imports more coal-produced power.”
Gerstner: US Data Center Power Consumption Projected to Reach 18% by 2030
“And here's a forecast I think coming out of semiconductor analysis, it's similar to a lot of the other ones, and it has data centers as a percentage of US power generation going from something like four percent today to something like, you know 18, 19% in 2030…”
Gerstner: PIF announced shifting more capital into Saudi Arabia than abroad
“FII. Which is doing, you know, like, I think an incredible convening of investors and leaders from around the world. I think they're doing incredible stuff, you know, in the GCC and Saudi in particular, but they said, we're going to deploy more of PIFS dollars…”
Gurley: Westinghouse is suing to block South Korean reactor exports to Czechia
“Westinghouse, who was the company That, that originally designed level three fission in the US is suing to try and prevent them from delivering to Czechoslovakia.”
Gerstner: Meta cut headcount to 67,000 and nearly tripled earnings per employee
“They nearly tripled their earnings per employee, right? Their head count in Q three of 22 was 87,000. This quarter they reported 67,000.”
Patel: Google built rack-scale AI systems with Broadcom in 2018 before NVIDIA
“Google actually did this alongside Broadcom you know, and they did it before Nvidia, right? You know, today everyone's freaking out about, or not freaking out, but like everyone's like very excited about Nvidia's Blackwell system, right? It is a rack Of GPUs. …”
Ghodsi: Databricks has 6,000 GTM staff and 3,000-4,000 R&D employees
“Databricks is a big, you know, 6000 person go to market org and three, 4000 person R&D org, and then there's some back office stuff.”
Gerstner: Airbnb co-founder Joe Gebbia is designing Invest America frontend
“Joe Gebbia helping to design the front end of this, of course, from Airbnb.”
Gurley: NVIDIA has 65% operating margins while growing over 100%
“You have a company at a 3.3 trillion market cap that's still growing over a hundred percent a year, and the margins are insane. I mean, 65% operating margins. There's only like five companies in the S&P 500 at that level, and they certainly aren't growing at t…”