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 8 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
DeepMind, Microsoft, and Meta are building or using physical science labs
“You see people like Google DeepMind, Microsoft, other places like Meta, either building their own lab or running experiments at someone else's lab to get that data back.”
Nadella says LinkedIn merged design, PM, and engineering into full stack builders
“At LinkedIn, they did structurally change and, you know, basically built up a new discipline called full stack builder, right? So they went and said, hey, let's bring people from design and product management, front end engineering, all put them together but a…”
Parakhin: Bing Sydney first launched in India using Megatron, not OpenAI
“The funny thing, I mean, the most interesting anecdote is that Sydney was first shipped in India for and it was not noticed for a long time. And first implementation of Sydney didn't even have open AI model under it. It was during Megatron. Microsoft and the N…”
Google, Microsoft, Amazon, OpenAI, and Anthropic joined AAIF as platinum members
“You have Google, Microsoft, Amazon Block, Bloomberg, Cloudflare, OpenAI, Anthropic. Just a platinum member, create a foundation.”
Swyx: Microsoft and OpenAI account for 77% of CoreWeave revenue
“Which are together, 77% of the revenue of CoreWeave.”
O'Laughlin: Microsoft's cost of debt matches the US government
“Microsoft's cost of debt is the same as the United States government. It's like the cheapest you'll get anywhere.”
Microsoft CoreAI unites Visual Studio, VS Code, GitHub, and Azure
“And so you think about the new core core AI organization, you've got Visual Studio Code, GitHub, and parts of Azure, all in one.”
Microsoft and Other Research Labs Cite RWKV in Architecture Papers
“Ever since that initial paper came out, there was ResNet, there's I think there's two more, there's a few more additional papers coming out, one from Microsoft, one from other organizations that are literally exploring the whole idea, once again, of scalable n…”