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
Lessin: OpenAI and Anthropic represent half of major cloud deal backlogs
“And then we charted of the, we just had earnings, of the backlogs in deals for Microsoft, Oracle, Google, and Amazon, what percentage are OpenAI's commitment and Anthropi's commitment? It's together, they're about half, ok?”
Lessin: The Information broke that Amazon may invest $10B in OpenAI
“Did you guys see, by the way, the information breaking this week that Amazon is in talks to invest ten billion dollars in OpenAI?”
Morin: Top hyperscalers projected to spend $400B this year
“And the Meg seven, not Apple, but the rest of them met a Google, Amazon, et cetera, are projected to spend about four hundred billion this year.”
Jessica Lessin: Amazon prices Trainium 2 chips at 75% discount to Nvidia
“We moved the company's stock price earlier in the week by reporting that Amazon was undercutting, trying to undercut NVIDIA's latest project products with their second generation Tranium chip. At 75% off.”
Brit Morin: Chinese sellers grew to 57% of Amazon's active global base
“Last year, Chinese sellers represented 50% of active sellers on Amazon globally. This year, Chinese sellers represent 57% of Amazon sellers globally.”
Brit Morin: Amazon made a last-minute bid to acquire TikTok
“But Amazon just put in a last minute bid.”
Brit Morin: Amazon targets a 15% increase in individual contributors over managers
“And then the other change they're making is they're actually trying to increase the ratio of individual contributors to managers by 15% by the end of Q one, because they've gotten manager heavy.”
Gil: Foundation model funding is mostly strategic hyperscalers, not VC
“Most of the money funding foundation models is strategic, right? Versus venture capital. Venture capital maybe funds things into the hundreds of millions, and then it gets handed off to Google and Amazon and Facebook and all the other folks to invest billions …”
Jessica Lessin: Amazon operates dozens of white-label brands under different names
“They also, by the way, rep dozens of other, sorry to interrupt, but dozens of other brands are their white labels with different names.”
Sam Lessin: Amazon Takes a 70% Cut on Kindle E-Books Over $10
“They make it impossible to charge anything between, like,
10 and 30 dollars for a book.
It's hilarious because the way it's set up is you can set it up so you get like 70% of the money up to 10 dollars, but then after that you have to get 30% of the money.
So …”
Brit Morin: One-third of all Amazon sellers are based in China
“Do you know a third of Amazon sellers are Chinese?”
Jessica Lessin: Amazon Poached Microsoft's Chief Product Officer for Hardware
“Yeah, well, we know where Sam thinks, but also for those who like such intrigue, Amazon poached Microsoft's chief product officer as their new head of hardware, so I think that's always funny to me, these big companies poaching from each other.”