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 10 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: Microsoft dropped Stargate for OpenAI due to slow execution
“Microsoft is not building
Stargate for OpenAI, right? It's because it would have just been too slow, and they're doing it the lame and old way.”
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…”
Mann: OpenAI, Google, and Microsoft are betting big on Anthropic's MCP
“OpenAI, Google, Microsoft all these companies are betting really big on MCP.”
Gil: Big Tech, not VCs, drives multi-billion dollar AI funding rounds
“The big rounds aren't venture capitalists. Investing billions of dollars is the big tech companies. It's Amazon and Google and Microsoft and Salesforce and NVIDIA actually, right?”
Scott: Microsoft Copilots use a portfolio of AI models
“If you look at things like Bing chat or Microsoft three 65 copilot or GitHub copilot, you end up using a portfolio of models to do the work and like you use it for performance and cost optimization reasons, and you use it for you know, just sort of precision a…”
Nadella: M-Dash found security vulnerabilities on launch that Mythos missed
“Because when it launched it found bugs or vulnerabilities that were not found by mythos.”
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…”