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 66 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: Microsoft Is Participating in Anthropic's Project Glasswing
“Microsoft's in this in this you know, Project Glass Wing. They're big investors in OpenAI.”
Morris: Microsoft Owns 27% of Restructured OpenAI
“Microsoft is going to put a few billion in we here, but you know, not too much more because obviously they already own 27% of the restructured company.”
Intrator: Google is building $50B in infrastructure while buying external capacity
“Google went out and just You know, released a press release where they're building fifty billion dollars worth of infrastructure while they're still buying from everyone else they can. Microsoft is building internally, and they're buying from lots of other pla…”
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…”
Siegler: Microsoft owns 27% of OpenAI but is no longer lead partner
“Microsoft owns 27% of the company, but they're not their main capital partner anymore.”
Kantrowitz: Alphabet has surpassed Microsoft in market cap at $3.59 trillion
“Google today surpassed Microsoft in market cap. I mean, they're still both doing great. 3.59 trillion or so to 3.5 trillion.”
Siegler: Microsoft officially holds a 27% equity stake in OpenAI
“So now we know Microsoft's stake officially right at 27% which is, yeah, long been sort of like guesstimated and everything.”
Kantrowitz: OpenAI's upcoming hardware product will be free of Microsoft influence
“They have a hardware product in the planning process, which, by the way, is going to be free of any influence from Microsoft, it seems, under this new deal.”
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 …”
Kantrowitz: Oracle carries $82B in debt with 450% debt-to-equity ratio
“Oracle is already high, highly leveraged. The company has a long-term debt of about Long-term debt of about eighty two billion at the end of August, and its debt to eight equity ratio was about 450%. By contrast, Google parent Alphabet debt to equity ratio was…”
Guthrie: ChatGPT Runs on Azure as World's Largest Consumer App
“We've got the world's largest consumer application with ChatGPT that runs on top of Azure, and we have thousands hundreds of thousands and millions of businesses that are also building their own AI applications on top of us.”
Suleyman: Microsoft Has Contracted 32 to 34 GW of Renewable Power Since 2020
“I think that we've like something like 32 or 34 gigawatts of renewable energy. Since 2020, we've contracted and consumed. So I think we're one of the largest buyers in, in the world.”
Nemade: Bing gained only about 1% market share post-ChatGPT
“Bing maybe gained, like, one percent market share before and after ChatGPT.”
Kantrowitz: Microsoft Is Merging Consumer and Enterprise Copilot Apps
“Microsoft is now emerging its consumer and enterprise co-pilot apps. Into a new unified app that will feature AI coding tools and new AI agents that customers would need to pay extra for.”
Kantrowitz: Azure grows 40% quarterly while Google Cloud grows 62%
“Even though Azure has grown 40% a quarter, which is absurd, I guess, until you start to think that Google's grown 62% a quarter, albeit on a smaller base,”
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.”
Suleyman: 80% of the S&P 500 runs on Microsoft Azure and M365
“So the idea that a three trillion dollar company with three hundred billion dollars of revenue and 80% of the S&P 500 on our Azure stack and M three five stack you know, could depend on a third party. This it's, you know, just in perpetuity. It doesn't make se…”