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 18 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
OpenAI considered an antitrust complaint against Microsoft, WSJ reported
“The journal reported that OpenAI had considered an antitrust complaint against Microsoft.”
Jessica Lessin: Microsoft Restructured and Sidelined Mustafa Suleyman
“They actually restructured and like pushed him aside. Like they've had like many reorgs.”
Lessin: OpenAI Is Cutting Prices to Directly Undercut Microsoft
“There are two ways if you're a business to get open AI. You can get them from Microsoft or you can get them from OpenAI. What's OpenAI doing? It's cutting the price to undercut Microsoft.”
Lessin: Microsoft Is Developing Cheaper In-House AI to Avoid OpenAI Costs
“So Microsoft, who's ten billion dollars into open AI, gave it exclusive access to their IP, has decided in part because it's too expensive to run, they're going to build a cheaper functional enough version to have to power some of these applications.”
Jessica Lessin: Leaked documents show Microsoft's cloud business is smaller than thought
“Information also had a story this week that Microsoft accidentally released some documents that showed its cloud business is not as big as people think it is”
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?”
Rauch: Copilot gave Microsoft conviction in OpenAI after broader bets
“I was interviewing Nat Freeman today for our internal Vercel podcast today, and he was talking about how much conviction Microsoft got into OpenAI because of the effectiveness of Copilot. Like when Satya saw Copilot, when they were doing the initial iterations…”
Dave Morin: Microsoft 'quite literally had to buy a nuclear power plant'
“Microsoft quite literally had to buy a nuclear power plant, right?”
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: Most of Microsoft's $10B OpenAI deal is cloud credits, not cash
“We saw it with Microsoft's huge, you know, ten billion dollar investment in OpenAI, huge portion of which isn't in cash. But it's in credits”
Lessin: Microsoft Repaid Inflection AI Early Investors Plus a Small Return
“What the information was able to report last night is a little bit more of the terms there. So it looks like Microsoft gave the early shareholders in inflection their money back, plus a little bit of a return and more to come on what that structure looks like.”
Lessin: Asha Sharma overhauled Xbox strategy and cut studios
“Yep, now Asha is running it, who was doing AI, and she's, like, totally overhauled the strategy, jettisoned a lot of studios.”
Lessin: Microsoft is the only big tech company consistently down in 2026
“Microsoft is the only of the big tech companies that has been consistently down this year and is like investors are really worried about Microsoft and all the things we talk about day in and day out.”
Tech CEOs were seated directly behind Trump's family at the inauguration
“Behind President Trump's family was not his cabinet members or, you know, people who have served in his administrations in the past, but the CEO of every major large tech company, except Microsoft, which we could circle back to Bezos, Zuckerberg, Pichai, Elon.”
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.”
Jessica Lessin: Microsoft offered Sam Altman same deal as Inflection
“If Sam Altman hadn't gone back to OpenAI, this, he had a job offer to do exactly the same thing.”
Jessica Lessin: OpenAI Hired a Former Microsoft Intellectual Property Lawyer
“We have information just broke a story that they hired a new IP, no, sorry, OpenAI hired a new IP lawyer who used to work in Microsoft, so go figure that one out.”
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.”