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 5 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
Koomey: OpenAI lacks an obvious path to profitability without massive growth
“Open AI right now is just a major, it's hemorrhaging cash like you can't believe, right? There's no obvious way that they become profitable without a massive increase in the demand for their services and the ability to raise the cost, and that is really unclea…”
Eliahu-Ontiveros: OpenAI and Oracle to deploy 2.3 GW of reciprocating engines
“They signed this gigantic deal with Oracle in Shackleford County, Texas, where they're going to deploy 2.3 gigawatts of four megawatt reciprocating engines.”
Eliahu-Ontiveros: OpenAI and Anthropic drive half of Amazon and Microsoft buildout
“Increasingly, you basically look at Amazon or Microsoft, how many gigawatts they're building every quarter? Half of that is going to either both of them combined, right? Open AI and Anthropic.”
Janous: AI companies pay huge speed premiums because base infrastructure is cheap.
“The cost of the base infrastructure for my end product is actually really low. And when I say base infrastructure, I talk about land, you know, power a data center shell, you know, those things are relatively inexpensive. In the grand scheme of operating, you …”
Eliahu-Ontiveros: Lancium is developing Texas power infrastructure for Oracle and OpenAI
“Lancium has been pretty open about this. If you don't know them, they're the ones sort of building the, owning the land and developing the power infra, enabling Texas for Oracle and OpenAI. They have a bunch of other sites that are pretty massive in West Texas…”