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 6 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 6 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
Glyman: OpenAI and Anthropic will pass $300B combined revenue in a year
“And if you play out what they and OpenAI, just the two labs, are on track to do in revenue and call it a year's time I think it'd be reasonably conservative at this point to say they're gonna pass more than three hundred billion dollars a year in revenue, whic…”
Dell: US electricity demand CAGR will jump 5x to 10%
“Over the last 20 years, electricity demand has gone at roughly a two percent compounded annual growth grade, and, you know, we think it'll go to, you know, somewhere on the order of 10%, which is obviously a five hex, which on a base as large as energy is real…”
Scott Wu predicts AI systems will eventually work unassisted for a year
“And yeah, I think that's true, and I think we will get there.”
Baszucki: Money flowing to Roblox creators will increase despite AI concerns
“The thing we've said is we believe that money flowing to creators is going to increase, not decrease”
Spiegel: The internet's permanence originated from expensive disk-drive overwrite costs
“One of the reasons why everything was saved forever is because hard drives, disk-based hard drives, right, were expensive to write over. And so it was actually more expensive to go back and write over something enough to delete it than it was to just leave it …”