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 154 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 2 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
Doshi: Satya Nadella is brilliantly bringing all AI models onto Azure
“If you observe very carefully, he is actually partnering with everybody. He is bringing all the models into Azure, right? And he's doing it very methodically, and I think that he is really setting up Azure to be to leap and be a lot more competitive.”
Goldman: Altman's firing is a problem for Microsoft
“I do think it's a problem for Microsoft if he's gone for, you know, again, it raises questions, you know, again, Satya Nadella was with Sam Altman on stage at Dev Day, touting their relationship that they'd be building AGI together. The fact that if it becomes…”
Nemade: Bing gained only about 1% market share post-ChatGPT
“Bing maybe gained, like, one percent market share before and after ChatGPT.”
Ramaswamy: Google open-sourced Transformers in 2017 to prevent top researchers from leaving
“If you had told these people at that time that they could not publish, they would have gone and worked for universities, they would have gone and worked for Microsoft, they would have gone and worked for other people.”
Khoshniyati: Early IoT era was an 'Internet of Devices', not things
“Internet of Things, when it launched, and it was before the COVID times, it excited everybody, but truly the understanding of it really wasn't stabilized yet. So everyone was using the coin term, But the reality was we were just moving from every type of devic…”
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…”