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 5 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.”