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.

clear all ✕

why aren't all 2 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

Opinion
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 …”
Simon Edwards Nov 28, 2025 ▶ 1:38 Groq and Cohere CFOs: Can Artificial Intelligence Be Profitable?
Opinion
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?”
Simon Edwards Nov 28, 2025 ▶ 7:15 Groq and Cohere CFOs: Can Artificial Intelligence Be Profitable?
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