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 5 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 5 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
Morris: Amazon Will Likely Execute Another Mass Layoff Within 12 Months
“I know the HR chief is trying to calm everyone down by saying this is not the new normal, but I would be very surprised as if this is the last mass layoff as Amazon we see in the next 12 months.”
Kantrowitz: Amazon will achieve 75% automation across fulfillment centers
“I think Amazon's going to accomplish this goal. I think they're going to get to that 75% automation, and I think that is going to be, you know, I don't know, I think it's going to be a clear problem.”
Link: Amazon will deliver ~20% 5-year CAGR, beating Meta and Google
“And I think you're going to see a CAGR of about 20% for the next five years at this company versus Meta at 13% and versus Google at 12.8%.”
Link: AWS and advertising will reach 31% of Amazon's revenue by 2030
“AWS Growing 19, 20% with 33% margins. You have advertising growing up low double digits with 50% margins, and collectively those two businesses are, right now, they are about 24% of total revenue. That's gonna get to 31% by the end of this decade”