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 7 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
Cahn: AI infrastructure needs $3T in payback since ChatGPT launch
“You basically have about three trillion dollars that needs to get paid back just since chat GBT.”
Cahn: Humans will do only 1% of cognitive work in 50 years
“Today humans do 99% of cognitive work in
50 years, humans are going to do maybe one percent of cognitive work, right?”
Cahn: Anthropic is the fastest-growing company in history
“What has happened with Anthropic in the last year is nothing short of mind blowing to anyone who studied companies, right? It's the fastest growing company in history.”
Cahn: OpenAI and Anthropic generate over $100B in combined revenue
“Today it's a hundred billion plus across OpenAI and Anthropic. Now there's still two companies driving the vast, vast, vast majority of the revenue in AI.”
Cahn: Vertical integration has failed to produce superior AI models
“The reality is, when you look at the ecosystem today versus two years ago, the vertically integrated companies have not been able to leverage that vertical integration into some model advantage.”
Cahn: Nvidia has avoided aggressive price hikes despite high market leverage
“Nvidia stocks barely moved this year, even though these high-flying beta companies are going crazy because they're raising price. Jensen isn't being insane on price. He probably could have been. He hasn't been crazy on price.”