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 3 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
Luria: Three-year GPU depreciation could slash AI company valuations by 40%
“If a company has to depreciate most of its assets, Over three years instead of five years, that means their profitability is going to go down proportionally. And we could have in, in, in, in a stylized case, the value of a company declined by 40% because an ac…”
Luria: The AI chatbot market is not winner-take-all
“Unlike Uber and the rideshare market, which lent itself to winner takes most or winner takes all, chat is entirely not like that. Because I could have the same conversation with Gemini, and Meta is going to give me the tools to do this, and Grok is going to gi…”
Luria: Claiming Five-Year-Old AI Chips Still Function Is Accounting Sleight of Hand
“Saying I have a five-year-old chip that works just fine doesn't mean that it can generate the same revenue that it did five years ago, which is the accounting question. So that's sleight of hand by these companies to tell you that the chip still works. If it's…”