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 6 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 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
Groq CFO: AI workloads will consume 25% of US energy by 2028
“I think I saw a statistic that says by twenty-twenty-eight in the United States, a quarter of all of the energy produced will be used to run AI workloads, right, which is an amazing statistic.”
Groq CFO: In ten years no one will regret AI infrastructure spending
“And so I think 10 years from now, no one will look back and say, I wish we spent less money on AI infrastructure.”
Edwards: Wharton's 74% AI ROI finding is closer to truth than MIT's
“I think 74% are getting an ROI. I live in the Bay Area, and I think I can't, I rarely see a company in the Bay Area right now who is not applying AI to drive productivity for their engineers, or drive productivity for their customer support reps. So I think a …”
Groq CFO Edwards: AI Hardware Industry Remains Strictly Supply-Constrained
“I think we're still seeing the industry as supply constrained. And so it's not a case of NVIDIA or Grok or pick your chip manufacturer, but how do all of us deploy as much capacity as needed in order to serve all of these use cases?”
Edwards: Large enterprise AI ROI requires cost cuts, not just growth
“Smaller companies are likely growing quicker, and AI enables them to create leverage as they're growing, versus larger companies already have that infrastructure that Francois mentioned, and so actually in a lot of use cases,
As those AI solutions are effectiv…”