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
Kantrowitz: Google Cloud Will Sell OpenAI Models Within Months
“I think Google Cloud is going to start selling open AI models within the next couple of months based off of, you know, just kind of a hunch, right? So they're going to be the infrastructure layer that enables all three big models.”
Roy: 150 Google Cloud AI customers generate only $150M in token revenue
“Sundar basically like proudly saying, a 150 Google cloud customers processed one trillion tokens and then had some kind of standard case study metrics about email open rates and stuff like creating campaign efficiency. But when you actually map out the numbers…”
Siegler: OpenAI owes Microsoft rev share even on AWS and Google
“While Microsoft no longer has to pay revenue share back to open AI still has to pay it to Microsoft and they have to pay it even when they're using AWS or potentially Google in the future.”
Kantrowitz: OpenAI Models Are Coming to Google Cloud Platform Soon
“And I anticipate, and you know, given my conversations that I've had with Thomas Curry and the head of Google cloud platform, that it will come to Google fairly soon as well. He wants it there.”
Kurian: Google Cloud reduced AI inference costs 20x in 2024
“Like if you look at just 2024, we've reduced the cost of inferencing, and you can see it in our prices of the models by a factor of 20 times.”
Kurian: Cloud adoption will definitely surpass 50% of IT workloads
“We definitely see it getting north of 50%.”
Kurian: No enterprise software company grew faster than Google Cloud since 2019
“And to grow from the scale we were in 2019 to where we are now, No other enterprise software company has grown that fast, and that's a credit to our sales organization.”
Kurian: Google's AI Assistant for Verizon Call Centers Achieves 96% Accuracy
“We've helped them build something called a personal research assistant, so that if I am a call center person, and you call me saying, here is my set of issues, and we can, how long does it take to research that information and put it back in front of you, so t…”