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 49 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
Roy: Alphabet and Amazon Profits Rely Heavily on Anthropic Paper Markups
“Last quarter Alphabet, parent company, Google reported 62.6 billion dollars in profit. Google is a cash machine. They always have been. 28.7 billion of that was a paper markup on Anthropic. Amazon, 30.3 billion in profit. 16.8 billion, same Anthropic paper gai…”
Microsoft may sue OpenAI over Amazon investment, Reuters reports
“So there's reporting from Reuters that Microsoft may sue OpenAI over their fifty billion dollar investment from Amazon, and because it could violate the exclusive cloud agreement that they had they had set a number of years ago that, like, all OpenAI products …”
Amazon summons engineers to investigate outages linked to AI coding tools
“Amazon's e-commerce business has summoned a large group of engineers to a meeting on Tuesday for a deep dive into a spate of outages, including incidents tied to the use of AI coding tools. The AI, the online retail giant has said there has been a trend of inc…”
Luria: OpenAI promised $1.4 trillion across Oracle, Microsoft, Amazon, CoreWeave
“OpenAI promised me three hundred billion. They also promised Microsoft two hundred billion, Amazon thirty eight billion, CoreWeave twenty five billion. In total, 1.4 trillion dollars.”
Gelsinger: Intel, AMD, and Nvidia will be AI's three big merchant providers
“There's going to be those that build their own, you know, and that's what you see Amazon, Microsoft, Google are doing. They're going to say, hey, I'm going to own this and do this myself. And then there's going to be the general providers in the marketplace, a…”
SpaceX Generates $18.7 Billion in Revenue but Loses $4 Billion
“And remember, this is a company with an 18.7 billion dollars of revenue total. I mean, Amazon, it surpassed its market cap. Amazon has seven hundred fifty billion dollars in revenue. Like this is a company that's losing four billion dollars.”
Siegler: Amazon and Google Guide Toward $190 Billion in Annual CapEx
“Amazon and Google are, I think are both guiding towards a hundred and ninety billion now.
and that's, this gets updated every single quarter.
So they very well could spend well over two hundred billion for what ends up being the year, and Microsoft will be ri…”
Kantrowitz: Gemini and Claude were trained on TPUs and Trainium, not NVIDIA
“If you look at the TPU, which is the accelerator that Google has been, has put out and Tranium, which is Amazon's version of it you know, two of the top three models in the world, Claude and Gemini were trained on it”
Siegler: Amazon is investing $50B in OpenAI across two tranches
“Fifty billion dollars. Yes. It's over like two tranches. It sounds like, you know, 15 and then 35, but still fifty billion dollars that, that Amazon is investing”
Kantrowitz: Amazon experienced outages after an AI agent deleted its files
“There was just the story in the FT that Amazon had lots of had outages because The agent was like, you know what I'm going to do to fix this problem? Just erase everything.”
Kantrowitz: AWS grew 24% while Amazon guided to $200B CapEx
“AWS went up 24% in the fourth quarter, which is kind of astounding. But they said they were gonna spend two hundred billion dollars in CapEx. A 60% increase from last year and far above Wall Street expectations, obviously.”
Kantrowitz: Amazon is considering a $10B investment into OpenAI
“Amazon's eyeing this ten billion dollar investment into open AI, which is fascinating because they already have many billions in Anthropoc.”
Kantrowitz: Amazon built an internal GPT-like AI tool called Cedric
“We have some reporting coming out that they have this AI tool inside the company called Cedric, and it's like their version of GPT.”
Petersen: Temu reached 25% of Amazon's scale within five years
“That's what Letimu, Get to 25% of Amazon's scale in five years is that they skip all that fulfillment center infrastructure.”
Albergotti: Amazon will spend $100 billion on AI infrastructure in 2025
“Amazon is, is spending, you know, a hundred billion dollars this year on AI infrastructure, for instance, and Microsoft is not far behind that.”
Albergotti: Anthropic agreed to train its next Claude model on Amazon Rainier
“They've, you know, they got Anthropic to, you know, train the next model of Claude on this, you know, on this Rainier cluster.”
Sivasubramanian: Trainium2 offers 4x faster training and 2x energy efficiency
“AWS actually, for instance, we have invested in technologies such as Trinium-II chips, which actually can deliver up to four X faster training. And, ah, also it is while improving energy efficiency up to two times, as an example.”
Siegler: Google and Amazon Depreciate Some Facilities Over 40 Years
“Amazon and Google in some cases are far longer. I think Google has some that are 40 years. Amazon might too.”
Venturo: Hyperscalers ran NVIDIA K80 fleets for 10 years before retiring them
“Last year is when we saw let's call it the hyperscalers that were around in the twenty-tenths, so Amazon, Microsoft, and Google, finally retire their NVIDIA K-eighty fleets, and the K-eighty was a GPU that was introduced in 2014. So it's, it was active in thei…”
Kantrowitz: OpenAI signed a $38 billion compute deal with Amazon
“OpenAI signs thirty-eight billion dollar compute deal with Amazon, partnering with the cloud leader for the first time. OpenAI has signed this deal. It is the first contract with the leader in cloud infrastructure, and the latest sign that OpenAI is no longer …”
Siegler: Anthropic capped Big Tech investor ownership in fundraising documents
“Famously Anthropic, you know, apparently built into their fundraising documents that Those companies can only own up to a certain threshold, because they didn't want to be beholden”
Siegler: Google and Amazon combined own just north of 36% of Anthropic
“Google and Amazon combined, I believe if my math is correct from all these court documents that I sort of went through, but I believe it's roughly correct that I think them combined, those two combined own something just north of 36%.”
Kantrowitz: 60% of Amazon sales come from third-party merchants
“60% of the company's e-commerce sales came from third-party merchants? Okay. Come from third-party merchants that get many of their products from China and then sell on Amazon's website.”
Amazon Has Finally Grown Into Its Pandemic-Era Warehouse Capacity
“The reality is while we've right-sized some parts of that supply chain footprint on the margin, we've largely grown our business into that capacity, right?”
Amazon Delivered 9 Billion Items Same-Day or Next-Day Last Year
“Last year we delivered nine billion items same day or next day. Nine billion, right? It is, you know, in delivery fees alone, US, prime members last year saved 500 dollars, right?”
Panay: Amazon's Alexa launch event featured a live working product
“What makes you nervous in an event like that, you're not worried about the product working. I mean, six months ago, I would have worried about the product working, and I would have shown you more vision demos, like videos, but the product's working.”
Amazon pioneered using automated systems to negotiate with its fulfillment vendors
“When I was reporting on Amazon, I found that they were using automation systems to negotiate with the vendors who are supplying their fulfillment centers.”
Link: Amazon will generate $48B in free cash flow in 2024
“They are gonna generate free cash flow this year of forty eight billion dollars, so let's just put that to bed right there.”
Brown: Amazon pushed out its touchless tech lead and is closing stores
“The guy that developed the touchless technology for Amazon's retail was just pushed out of the company, and they are closing A lot of those Amazon go stores because there just didn't seem to be anything magical that made people want to go to them.”
Kantrowitz: Amazon has added hundreds of thousands of jobs since automating in 2015
“They've been implementing automation since 2015. By the way, they've grown their workforce by hundreds of thousands since.”
Wood: AWS AI and Machine Learning Business Exceeds Multibillion-Dollar ARR
“Bedrock, which is the service that we make available to customers to build generative AI applications. That's one of our fastest growing services ever. And all up, AI machine learning at AWS is already a multi-billion dollar business. In terms of ARR.”
Petersen: Amazon only offers freight forwarding for goods sold on Amazon
“Amazon does not see global freight forwarding for brands unless they're shipping the product and selling it on Amazon. And so we just took a different, we don't compete with them in that regard. There's some overlap certainly in the fulfillment piece, but in t…”
Coulter: Amazon flags and manually reviews accounts for excessive returns
“There's definitely like, you get flagged and there's like, I think there's special people who review things and I don't know what the limit is, but yeah, absolutely.”
Coulter: Average employee tenure at Amazon is now under two years
“The tenure, the average tenure is less than two years now.”
Wood: Amazon Titan trained on public web data and licensed datasets
“Titan was trained on publicly available data. And. That's a very squishy phrase. It's very precise. Okay. And data which proprietary data that we had licensed specifically for the purpose of training.”
Amazon hosts Anthropic's AI models across classified government cloud environments
“Amazon hosts Anthropics models in the, in what they call bedrock. This includes in all of the classified spaces. So if the NSA is using Anthropics models. It is running in AWS secret cloud or top secret cloud.”
AWS revenue grew 28 percent after years of slower growth
“AWS, by the way, stuck in the 17, 18% growth rate range for the past few years grew 28%.”
Kantrowitz: Anthropic's defense models are hosted on Amazon's government cloud
“Anthropics models were hosted
On Amazon's cloud.
Their government cloud.
And so they upload the weights, weights to the model, and then you use it through Amazon.”
Anthropic previews Mythos model to around 50 critical infrastructure organizations
“The company is making a preview model of its new AI model called Mythos, available to about 50 companies and organizations that maintain critical infrastructure, including Amazon, Microsoft, Apple, Alphabet, and the Linux Foundation.”
Amazon Announces Alexa Integration With Oura Ring
“Yesterday, we announced an integration with Aura for wellness”
Kantrowitz: Amazon's Panos Panay says Alexa Plus rolls out broadly by October end
“But I did speak with Panos Panay, the head of devices and services of at Amazon. And he said by the end of October, everybody should have it. So no more early access.”
Alexa Operates Across 500 to 600 Million Active Devices Globally
“It's an incredibly significant, you know, rethink and re-architecture of a service enjoyed by, you know, 506 hundred million Devices around the world.”
Amazon Uses Anthropic Models For Its Retail Stores Business
“We work very closely with Anthropic on a variety of different parts of our business. Obviously it was highlighted in the Alexa plus event, but we're working with Anthropic on other parts of the store's business and other parts of the business as well. So like …”
Kantrowitz: Europe Represents Nearly a Quarter of Big Tech Revenue
“Apple sales in Europe 26% of total revenue. Meta's ad sales in Europe, 23% total revenue. Amazon's international sales 23% of total revenue.”
Panay: Previous Alexa could not resolve contextual requests like 'play that song'
“Previously in Alexa, you couldn't say, play that song. It would look for a song called that.”
Link: Amazon trades cheaper than Apple at 32x forward earnings vs 35x
“Well, it is trading cheaper than Apple. It's a 32. Forward and apples at 35 times.”