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
Sacerdote: Inference-time reasoning will be adopted by all AI models
“And now deep seek is basically solidifying this inference time reasoning is going to be adopted by all the models.”
Sacerdote: AWS Targeted the Largest Business IT Market in History
“In the traditional world, that was six hundred billion dollars of spend, and AWS was going after all of it. This was the biggest market in business IT ever, because previous markets were just the server market, or just Cisco was good in networking, EMC was goo…”
Sacerdote: EV Adoption Reached 50-60% in China but Stalled at 10% in US
“The idea was that 50, 60% of cars were going to be electric. And that's happened in China. But when we hit about 10% in the US, it hit a wall.”
Sacerdote: Amazon Trades at 25x Forward GAAP EPS, Cheaper Than Walmart and Costco
“You've got Amazon now, which is 25 times next year's street EPS, which, that's GAAP EPS, cheaper than Walmart, cheaper than Costco.”
Sacerdote: Driverless vehicles have hit mainstream takeoff and will expand
“Driverless did hit the mainstream takeoff. We are taking driverless taxis, one basis point of miles driven, and they're going to be rolling out cities, and it's just going to get bigger and bigger. So that is one that's definitely going to be hitting.”
Sacerdote: Peter Lynch Timed Fidelity Analysts' Stock Pitches with Egg Timer
“Peter Lynch, he wasn't active when I was there, but he would meet with the analysts individually three or four times a year, and he always had his thing, the egg timer, where you go into his office and he turns the egg timer.”