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
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.”
Patel: Google will buy tons of GPUs through 2027 due to TPU limits
“When we look in 26, Google would buy a lot more TPUs, but they can't ramp production fast enough, right? And so they have to buy tons of GPUs. And we go to 27, it applies again, right? Google simply cannot buy enough TPUs, and they have to buy tons of GPUs.”
Dean: AI systems will achieve 20x to 50x lower latency
“And I think, you know, in the future we'll see models that are, and underlying software and hardware systems that are 20 x lower latency than what we have today, 50 x lower latency.”
Altman, Nadella, and Pichai publicly committed to adopting MCP around April
“And then like, you had this like inflection point around April with like Sam Altman and Satya and Sundar and all posting about like MCP and that they're going to adopt MCP at Microsoft, at Google. At OpenAI and that was really like the big inflection point.”