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 7 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.”
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.”
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.”
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.”