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 8 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: One-Third of OpenAI's Projected $28B Revenue Comes from SoftBank
“They're expecting next year, 12 and a half billion. That's gonna then go to twenty eight billion dollars, and a third of that revenue is going to come from SoftBank. SoftBank spending on OpenAI for all of its own companies and portfolio companies.”
Kantrowitz: OpenAI and SoftBank's Stargate has not closed a single data center deal
“Six months after Japanese billionaire Masayoshi stood shoulder to shoulder With Sam Altman and President Trump to announce the Stargate project, the newly formed company charged with making it happen has yet to complete a single deal for a data center.”
Morris: OpenAI redefined Stargate to include any rented data center
“Part of the reason they're able to claim Stargate is off the ground is because they changed the definition of it. Previously, it had to involve open AI, Oracle, the data center provider, SoftBank, the financier and MGX, which is a huge New sovereign wealth or …”
OpenAI must convert to for-profit by year-end to keep SoftBank funding
“By the end of the year, OpenAI must convert to a for-profit entity, or SoftBank does not have to give them more than twenty billion dollars total.”
Morris: SoftBank in Talks to Invest $30 Billion in OpenAI
“Nvidia are putting more money in, but also SoftBank, the big Japanese conglomerate. They're talking about writing another thirty billion dollar check to finance this.”
Roy: SoftBank has taken out $18.5B in margin loans against Arm
“They announced they're taking a five billion dollar margin loan that's secured against its chip unit against ARM Holdings. They've actually taken out 18.5 billion dollars of margin loans against ARM shares.”