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 7 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
Barton: Google and OpenAI Pay Reddit ~$50M Annually for Training Data
“I think it's ballpark, fifty million dollars. For Google, so Google pays Reddit, fifty million dollars a year to kind of, ah, have trained in the past on it, but B, have updated data, and, ah, ChatGPT does the same thing.”
Feldman: Google TPU Co-Design with Gemini and DeepMind Is a Major Advantage
“One of the advantages Google has is that their TPU can be designed in collaboration with the team building Gemini or the team of DeepMind, and so they can inform their choices back and forth, and that's an enormously powerful thing that is surprisingly relativ…”
Happi: Hyperscalers plan $1 trillion in data center capex
“Like the, Google's of the world and so and so forth. They're planning on investing a trillion dollars in capex and data centers over the next couple of years.”
Ramaswamy: Google Search Ads scaled from $1.6B to $100B under his tenure
“Where a product that I was personally leading, search ads, went from a billion and a half, 1.6 billion dollars in revenue in oh three, the day I started as an engineer in that team, to making a hundred billion dollars the year that I left, 2018.”
Tunguz: Microsoft, Google, and Meta each deploying $70B–$80B CapEx in 2025
“You have like Microsoft and Google and Meta each deploying something like 70 to eighty billion in capital expenditure, just buying GPUs and building data centers in just next year.”