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

Insight
Kurian: Long-term AI economics depend primarily on inference cost, not training
“First and foremost, in the long run, if AI really scales, the cost you really want to care about is inference cost, because that's what's integrated into serving, and any company that wants to recover the cost of training has to have a large scale inference fo…”
Thomas Kurian Apr 9, 2025 ▶ 15:24 Google Cloud CEO Thomas Kurian on AI Competition, Agents, And Tariffs
Insight
Kurian: Separate AI add-on subscriptions prevent daily habit formation for employees
“It requires people to change the way they work, and we want to drive daily usage of AI, and because it change, needs to change the way they work, you want them to get used to using it. If, hey, this group of users in a company gets it, that group of users is n…”
Thomas Kurian Apr 9, 2025 ▶ 33:06 Google Cloud CEO Thomas Kurian on AI Competition, Agents, And Tariffs
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