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 11 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
Hays: China's MOFCOM Discussed Restricting AI Weights and Overseas Training Data
“Moffcom. Talk to AI companies including Alibaba, ByteDance, and Zipu on limiting the transfer of key data for the training of their models overseas, as well as allowing their model weights to be downloaded by foreign users.”
Coogan: ByteDance securing 36,000 Nvidia Blackwell chips via Alawani Cloud
“ByteDance is working with a Southeast Asian company called Alawani Cloud on plans to use some 500 Blackwell computing systems totaling around 36,000 B-two hundred chips.”
Hays: TikTok US deal includes a perpetual revenue share to ByteDance
“There's a huge revenue share that's going back to ByteDance in perpetuity that is obviously reflected in the valuation.”
Coogan: Oracle, Silver Lake, and MGX to own 45% of TikTok US
“TikTok has signed a deal for the sale of the United States unit. The deal should close January 20 22nd. This is from Sarah Fisher, the media correspondent at Axios. Oracle, Silver Lake, and MGX will collectively own 45% of the U.S. Entity, 30% We'll be held by…”
Hayes: Jeff Yass Holds Over $30B Stake in ByteDance
“His name is Jeff Yass, a major GOP donor and an investor in ByteDance, therefore TikTok. Presently sitting on a stake in the company worth over thirty billion dollars.”
ByteDance founder bans company employees from distilling US frontier AI models
“The founder of ByteDance apparently just banned his employees from distilling U.S. Frontier models”
Hays: Disney sends cease-and-desist letter to ByteDance over Seedance 2.0
“Disney, as expected, sent a cease and desist letter to ByteDance over C-dance two point O.”
Coogan: ByteDance is on track for $50B in profit in 2025
“TikTok owner ByteDance is on track for fifty billion in profit in 2025.”
Moore: ByteDance's SeedDance video model is already outperforming Google's Veo 3
“The new Minimax model, the new ByteDance model, SeedDance, which is in the arena, already outperforming VO-three.”
Schneider: Kuaishou Pioneered Short Video Before ByteDance Overtook It
“I think I was at Kwai show which was actually the first company to do short video and got completely blown out of the water by dance.”
Srinivas: ByteDance centralizes infra, growth, and mobile dev across apps
“They do have their own growth teams, but that's one team by dance that takes our infrastructure for all their companies. One team that takes their growth for all their companies. One team that takes their front end mobile development for all their apps. And so…”