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 5 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
McDermott: ServiceNow customers will build 1 billion apps within two years
“There's going to be a billion apps built in the next two years by the customers we serve on our platform.”
McDermott: Generative AI is an undeniable secular shift driving enterprise tech
“And if you believe like I do, that this is now a secular movement that's undeniable. And one that will fundamentally change the enterprise, then you'd have a bull case on NVIDIA and all companies in the enterprise that can be generative AI market leaders.”
McDermott: Modernizing legacy data centers is a $7 trillion market opportunity
“For example, you know, there's a seven trillion dollar opportunity just in reinventing data centers that have existed in a similar fashion for the last half century.”