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.

clear all ✕

why aren't all 2 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

Assertion Supported
Coogan: Non-AI core infrastructure drove Microsoft Azure revenue growth
“More than half of Azure's 33% revenue jump in the company's March quarter came from non-AI services. While the company didn't give a comparable breakdown of the cloud unit's 39% growth in its June quarter, it said that the core infrastructure business, Microso…”
John Coogan Aug 9, 2025 ▶ 2:54 Weekly Recap: Apple Sitting on $100B, Disney Enters The AI Race, Marc Andreessen, All About GPT-5
Assertion Supported
Nadella: Microsoft's server business was one-tenth the size of Azure
“I mean, think about our server business. It's super profitable, except it was one-tenth the size when I look at it compared to Azure.”
Satya Nadella Oct 28, 2025 ▶ 26:53 Microsoft CEO Satya Nadella Live on TBPN
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