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 6 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: OpenAI has 800M WAU with engagement rivaling Instagram
“OpenAI's got, what, like, eight hundred million weekly active users. Spending, like, spending, by my estimates, close to the amount of time every day that is spent on Instagram.”
Barton: Melvin Capital fell 50% in two weeks during GameStop squeeze
“Before I worked at Code Two, I was working at Melvin Capital. And so, you know, many of you guys probably heard of Melvin as the hedge fund that was short GameStop. And so I lived through this period where we went from, at the time, probably The best performin…”
Barton: Meta GPU recommendation upgrades drove a 15% Instagram usage jump
“And if you look at Instagram time spent, basically it was flat for, I don't know, maybe 18 months to six months ago. And now, you know, you would spend 40 minutes a day, and now that's gone up like 15% in just the past six months, because they basically took t…”
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.”
Barton: Mattel stock rose 6% after OpenAI DevDay mention
“Like, they got mentioned in this thing, Mattel, the toy company, stock went up six percent, like, in a second.”
Barton: AI Infrastructure and Energy Stocks Outperform Mega-Cap AI Winners Like Microsoft and Meta
“AI infrastructure, right? Like the build out of AI, the data centers, the constellation energy, the nuclear, the power needed to, You know, power these GPUs. Those stocks are up, like, 50. And then you would say, you know, well, Microsoft's, like, probably an …”