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 3 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: Anyone forecasting 2035 data center power demand is making it up
“So I think anyone who claims to know what's going to happen in twenty-thirty-five, the data center of electricity use, I think is just making it up.”
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…”
Koomey: Analysts wrongly use Nvidia sales projections to forecast electricity growth
“And usually what they're assuming is NVIDIA's business plan is our growth forecast. Right? They're just saying, because for AI, they're just saying, well, NVIDIA has this projection for the next few years of how many AI nodes they're gonna sell, and they just …”