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 55 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
Kevin Scott: OpenAI Was the Highest-Ambition AI Partner Available
“And when we looked around, like OpenAI was clearly the highest ambition partner that was in the field, you know, and I think still their ambition is just breathtaking in what it is that they're trying to accomplish.”
Scott: No single company can build all useful AI platform tools
“We'll build some of this stuff and like the community is going to build a tremendous amount of it because like there's never been a platform or ecosystem where one company builds all of the useful things. Like that's just nonsense. Like it's just never happene…”
Nadella: Microsoft-OpenAI partnership began around scaling compute on transformers
“Obviously I got into all this when I got excited by the scaling laws paper and, you know, when, You know, even the OpenAI partnership came about when those folks said, hey, we're going to really throw a lot of computer transformers and they've helped, right?”
Dohmke: Copilot reached 77,000 organizations and 1.8M paid users
“I think the last number we shared was a few quarters ago, 77,000 organizations using Copilot and back then the number of paid users was 1.8 million paid users.”
Gil: Microsoft's blocked Intuit buyout preceded Intuit reaching $178B market cap
“If you look historically in the nineties, Microsoft tried to buy into it for, I think it was a billion or one and a half billion dollars.
And that got blocked from a regulatory perspective.
And now into it's a hundred and seventy eight billion dollar company…”