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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.

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why aren't all 3 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

Disclosure
Balaban: Lambda's cloud revenue run rate is just under $1B
“And now it's at, you know, a little bit under a billion dollar revenue run rate. We've fully exited the hardware business.”
Stephen Balaban Jun 18, 2026 ▶ 50:21 The GPU Myth: State of AI Compute 2026 | Stephen Balaban
Disclosure
Balaban: Lambda software allows provisioning up to 4,000 GPUs via web interface
“Lambda's designed a piece of software that allows us to give you anywhere from 16 up to You know, 4000 GPUs in a web interface.”
Stephen Balaban Jun 18, 2026 ▶ 4:56 The GPU Myth: State of AI Compute 2026 | Stephen Balaban
Disclosure
Balaban: Many Lambda engineers already use fully agent-driven workflows
“A lot of the engineers at Lambda are already, you know, doing a fully agent-driven workflow.”
Stephen Balaban Jun 18, 2026 ▶ 1:06:17 The GPU Myth: State of AI Compute 2026 | Stephen Balaban
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