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
Sun: Neural rendering with world priors will replace rasterizers and DLSS
“We actually believe that this is going to be the next paradigm of rendering. So it's going to replace how rasterizers, it's going to replace DLSS today because it not only has these pixel prior that's learned from the world, such that you can literally play an…”
Patel: Google will have zero free cash flow in 2027 due to AI CapEx
“There's no reason why Google will have any profit in 27 at all, right, in terms of cash flow. They will just spend every dollar they make On, on AI infrastructure.”
O'Laughlin: Google and Meta will see free cash flow drop to zero
“Google, I would argue, is going to free cash with zero. I think Meta will go to free cash with zero.”