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 4 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
Agrawal: ChatGPT's User Base Is 10x Larger Than All Rivals Combined
“If you took the user count of ChatGPT on one side,
And all the other AI apps on the other side, let's do perplexity, and Claude, and Croc, and Gemini, and you know, long tail of apps that people use. Add them all up, multiplied by 10, it's probably still less …”
Agrawal: AI Semis Generate $200B, While AI Apps Are Only Earning $40B
“Nvidia earned, Nvidia alone at the chip player earned roughly forty billion dollars in data center revenue in Q one last quarter. So analyze that's about a 160. Let's say the total industry is 170, 180, maybe let's say 200. The infra layer is 20, thirty billio…”