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 9 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
Patel: Hyperscalers cannot replicate CPU and storage profit margins in GPUs
“Their ROIC is, like, extremely high on CPU and storage, and to assume that it can, like, translate over to GPUs is, is a bit of a fallacy, which is why a lot of these companies are moving in, right?”
Khan: Antitrust evolved from broad structural metrics to narrow short-term price effects
“And so the SA was a way to use Amazon as a way to tell a broader story about the history of our antitrust laws and how we had evolved from you know, Viewing this issue of dominance and monopolization through a broader prism and a broader understanding of the d…”
Ramaswamy: Amazon Search Is a Joke Polluted by Misleading Ads
“I find Amazon search experience a joke because it is so full of ads and it's actually misleading ads where it's really hard to find what is going on.”
Haas: Nvidia, Amazon, Microsoft, and Google Backed Arm's Physical Chip Strategy
“So whether it was Nvidia, Amazon, Microsoft, Google, All people who build ARM-based server chips, they were all on board, and I think the ultimate proof point was when we announced the product last March, we had Jensen, we had Ronnie Boker, we had Amin, we had…”
Patel: Some NeoClouds beat AWS, Google, and Azure on software performance
“Actually some of these NeoClouds are better than Amazon and Google and Microsoft in terms of software.”
Patel: AMD, Trainium, or TPUs will beat chip startups as NVIDIA alternatives
“I probably think that like AMD GPUs or Amazon's Tranium will be probably more likely to be a best second choice. For people or Google TPU, of course, but I think Google is just more interested in it for internal workloads. I just think that those will be much …”
Goyal: Enterprise AI data infrastructure will move away from data warehouse ETL
“And I think the way that enterprises will collect data and leverage it into, you know, these AI processes does not look like doing ETL on a data warehouse that's, you know, running in, in Amazon or something like that. I think it's gonna totally change.”