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.

clear all ✕

why aren't all 4 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

Opinion
Morin: Major cloud platforms like AWS and GCP are impossible to start with
“All of the core large scale cloud platforms, they have so many tools and serve so many audiences that it's impossible just to get started.”
Dave Morin May 23, 2025 ▶ 14:18 OpenAI Teams Up with Jony Ive, Vibe Coding, Gemini, and More | More or Less #100 · More or Less Podcast
Opinion
Rauch: AWS and Azure require weeks and experts for basic setup
“If you use the, like, foundational cloud infrastructure today, like AWS or Azure, it's really, really difficult to turn your idea into reality. It'll take you on team of experts, and it'll take you weeks just to set up the foundations.”
Guillermo Rauch Nov 8, 2024 ▶ 28:57 #72: Trump's Influencer Strategy Pays Off and the Future of App Building (with Guillermo Rauch!) · More or Less Podcast
Assertion Supported
Jessica Lessin: TikTok Pays Microsoft $20M a Month for Azure OpenAI
“I read in the information that TikTok is paying Microsoft Twenty million dollars a month to access open AI through Azure.”
Jessica Lessin Aug 2, 2024 ▶ 21:32 #58: The Death of Friends · More or Less Podcast
Assertion Partly supported
Gil: Microsoft Azure AI Services Lift Adds $1 Billion Quarterly
“Azure in their last quarter announced a twenty five billion dollar quarter of which a five percent lift came from AI. So they added something like a billion and a half per quarter in new revenue for what they considered AI services on their cloud.”
Elad Gil Jun 21, 2024 ▶ 7:47 #52: Elad Gil on What to Build in AI (Part II) · More or Less Podcast
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