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 5 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 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

Assertion Not yet assessed · timeframe Oct 2023
Jessica Lessin: Musk killed Twitter's misinformation tool to cut Google Cloud costs
“The information reported this week that Elon had killed a tool that had been involved, that Exit or Twitter had been using to spot fakes and misinformation, and he killed it because it was hosted on Google Cloud, and in his big cost-cutting efforts, he had wan…”
Jessica Lessin Oct 13, 2023 ▶ 18:25 #18: Why This Week Changed Social Media Forever · More or Less Podcast
Assertion Not checkable as stated
Jessica Lessin: Google Cloud is not gaining market share or meeting targets
“It's still nowhere, it's not gaining market share, which I don't know how much that really matters, but it and they've set all sorts of goals around that, that they're nowhere close to meeting.”
Jessica Lessin Jul 31, 2023 ▶ 34:59 #7: Elon's X game and RIP seed investing · More or Less Podcast
Assertion Not checkable as stated
Jessica Lessin says Google Cloud's earnings growth was heavily driven by Anthropic
“Apparently Google Cloud is up because of Anthropic.”
Jessica Lessin May 1, 2026 ▶ 44:37 Elon Musk vs OpenAI Trial, Google Cloud Surge, Meta’s Blocked Acquisition, Anthropic Winning · More or Less Podcast
Assertion Not checkable as stated
Jessica Lessin says Anthropic is buying spot compute, hurting their own margins
“Anthropic is so underserved in compute that they're buying, like, in last minute deals and on the smart market and all that kind of stuff, which is bad for their margin, but is good for the providers.”
Jessica Lessin May 1, 2026 ▶ 44:59 Elon Musk vs OpenAI Trial, Google Cloud Surge, Meta’s Blocked Acquisition, Anthropic Winning · More or Less Podcast
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
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