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 13 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
Meservey: The Wall Street Journal's tech desk is in shambles after layoffs
“Their tech, honestly, their tech desk, their tech team is in, like, shambles right now, because they had this super bizarre layoff a few weeks ago, and there's just, like, a crazy management decision to lay off a bunch of AI and tech people, the cusp of AI. It…”
Meta is projected to spend $115B to $135B on AI CapEx
“Now they're gonna plot plow a hundred and thirty five billion, according to the wall street journal, New York times said one 15, but either way, it's like more than half of the revenues.”
A business trend is effectively dead once covered by the WSJ
“I think as soon as there's a Wall Street, I mean, we love Katie, but as soon as there's a Wall Street Journal piece about a trend, the trend is effectively dead.”
WSJ: AI data center capacity costs $50 billion per gigawatt
“Each gigawatt of capacity is expected to cost roughly Fifty billion, Tyler. Fifty billion per gigawatt, that's the number in the journal, meaning the company is laying the groundwork for at least one trillion in infrastructure spending.”
LLM outputs represent an average blend, not direct publisher replication
“Most of these AI things, they feel very, like, the average of everything. Every answer feels like the average of everything, and then the New York Times gets upset and says like, oh, it's exactly like us. It's like, well, it's kind of like the average of you a…”
Hays: Ben Broca's solo AI business is pacing toward $10M revenue
“He's already added 10,000 paying customers and is on track to bring in 10 million in revenue this year. One thing he hasn't added is Any other employees.”
Coogan: WSJ reports Anthropic valuation up 173% and Q2 profitability
“Anthropic valuation up a 173% since the start of the year posting profits in Q two, according to the Wall Street Journal open AI evaluation up 67% since the start of the year”
Coogan: Kling AI Reached 12M MAUs and $20M+ Revenue Last Year
“There's an article in the Wall Street Journal showing, ah, some pretty staggering numbers. They hit twelve million monthly active users, and they generated more than twenty million in revenue just last year.”
Coogan: Los Angeles sound stage occupancy has plummeted from 90% to 60%
“There's that Wall Street Journal report that just shows sound stages were, you know, typically leased 90% of the time, and it's just way off Left off peak down to like 60%.”
Coogan: 53% of Odyssey Attendees Cited Nolan as Main Reason
“53% of Odyssey attendees said that the director was their number one reason for attending.”
Comcast Plans to Split Connectivity Business from NBCUniversal Content
“Yesterday, the Wall Street Journal reported that Comcast's decade long into trying to be a content plus distribution company is coming to an end. It's planning to split the businesses into two. The Comcast entity Will once again, becoming a, become a connectiv…”