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 65 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
Google Reports That Gemini Reached 450 Million Monthly Active Users
“And that reflects the actual number that they shared, four hundred and fifty million monthly active users.”
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.”
Coogan: Booking middleman sites arbitrage Google search ads against hidden fees
“And they're just arbitraging the Google ad cost of winning that auction and the fees that they can add. So they think, okay, it cost us 20 dollars to acquire this customer. We'll add a hundred dollars of fees at the last second.”
Sequoia Has Generated Over $70 Billion in Cumulative Gains
“Over the years, it's made its limited partners and its own rainmakers who pocket around a quarter of the gains plus a management fee a total of over seventy billion dollars, thanks to early bets. On future tech darlings like Airbnb, Apple, Google, and Nvidia.”
Coogan: Keras creator François Chollet is leaving Google to start a company
“Francois Chollet is out at Google, entering free agency. He's gonna start a new company.”
Google earns $460 per US user annually, while Meta earns $250.
“Google makes. 460 dollars per user per year in the United States, mostly on ads. I didn't know that their ARPU was so high. Meta makes around 250.”
Hays: Google previously sued network of 10M compromised smart devices
“Last year, Google sued. The anonymous operators network of more than ten million internet connected televisions, tablets, and projectors saying they had secretly pre-installed residential proxy software on them.”
Hays: Google's AI CapEx budget is four times NASA's annual budget
“Four times NASA's annual budget.”
Google added $2 trillion in market cap since the Gemini image controversy
“Google has now added two trillion dollars to its market cap over the past 20 months since the boob shirt guy asked Sergey Brin about woke Gemini images while having a foot-long Subway cold-cut trio for lunch.”
Coogan: Gemini Daily Requests Grew Over 50% Quarter-Over-Quarter
“Daily requests grew over 50% from Q-one to Q-two.”
Hays: Facebook's 2010-2011 Poaching Raid Forced Google To Raise Comp
“In 2011, in 2010 and 20 11 Zuck and Facebook went super aggressive poaching from Google. So Facebook had crossed half a billion users. They were, in that period of transitioning from a super scrappy startup. Yep. And they went heavy into Google. So they went a…”
Coogan: Apple earns about $20B at 100% margin from Google search deal
“And that's exactly what happened with Google, where, where they knew that people were going to be searching the internet using a search engine and they could, and they never needed to build a search engine because they were able to tax Google. And so they got …”
Coogan: TikTok ban legally targets app store distribution and Oracle hosting
“The law doesn't require TikTok to turn off the app. Instead, the law requires App Store operators like Apple and Google to stop making TikTok available for downloads. It also requires Oracle, TikTok's cloud provider, to stop hosting the app's U.S. Data user da…”
Coogan: Ramp significantly accelerated receipt scanning using Google OCR and GPT-4
“Early on, I remember they were they were one of the huge beneficiaries of GPT-IV for the receipt scanning because they could just do exactly what we did with the red book where they would OCR it with Google, take all the text in the picture, and then throw tha…”
Alphabet stock drops five percent at market open following DeepMind news
“Stock's down. It was down five percent around the open. It's recovered a little bit, just down three and a half percent.”