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 12 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
Turck: Google invented the Transformer but is playing catch-up
“So in GPT, which stands for generative pre-trained transformers, the T is a transformer architecture that was actually Developed at Google, and the irony is that Google is playing catch-up to Microsoft and OpenAI right now because OpenAI accelerated the develo…”
Big tech and AI companies are driving a U.S. nuclear revival
“But yeah, in 24, it turns out that big tech companies and AI companies are the ones driving this, Revival of nuclear power with, you know, Microsoft entering into a deal with Constellation to revive Three Mile Island, which was the site of the last nuclear acc…”
A large portion of CoreWeave's revenue comes directly from Microsoft
“A lot of CoreWeave's revenue also comes from Microsoft on the way back.”
Evans: Big Tech data center spending will exceed $300B this year
“Google, Meta AWS, not Amazon overall, AWS only, and Microsoft spent about two hundred twenty billion dollars building data centers last year, and will spend about 300, maybe over 300 this year, depending on where their numbers come out.”
Microsoft and ServiceNow report 50-75% developer productivity gains from AI
“So Microsoft and ServiceNow have said there's 50 to 75% increase in developer productivity.”
Thomas Reardon created Internet Explorer in 1994 and led it through IE4
“I started up Internet Explorer in 94 and then worked on IE all the way through IE four, when we finally sort of won the browser war.”
Katti: OpenAI sources compute from all major cloud hyperscalers
“We have compute from, effectively, many sources. So, Microsoft, obviously, is a big partner, important partner. We also have compute, as we have announced, from AWS, Ion Google. So, we have compute from all of the hyperscalers, effectively.”
Patel: CoreWeave secured GPU debt without backstops using Microsoft contracts
“In the case of core wave, they were actually able to no backstop, right? They were able to just say, Hey, look, here's our Microsoft contract for this many GPUs.”
Dohmke: GitHub revenue is included in Microsoft's Azure quarterly KPI
“From a business perspective, that meant the GitHub revenue became part of the Azure KPI that is reported, you know, in, in earnings calls every quarter from Microsoft.”
Microsoft, Google, and IBM build computational services on Jupyter
“Many, many companies are actually building on top of this platform, ah, to build out, ah, computational services, including Microsoft, Google, IBM, Continuum analytics and more.”