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 54 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
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…”