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: AI software industry could hit $100 billion ARR this year
“I think the industry could hit a hundred billion ARR by the end of this year, like 45, 50 for open AI, like 35, 40 for anthropic.”
Dylan Patel: AMD will remain in single-digit percentage AI market share
“I don't think they'll Go beyond, like, I think they'll stay in single digits market share, single digit percentage market share.”
Patel: Data center power consumption will grow from 2% to 10% of US grid
“And then you've got data centers now all of a sudden coming online and going from two percent to 10% of the U S grid in just a handful of years.”
Patel: Data centers will use under 1% of US water by 2030
“So the U.S. Grid will get to, like, 10% of power by, like, 28, 27, is data centers. For water consumption, it's not even gonna crack one percent. By the end of the decade.”