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 7 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
Baker: AI Token Factories Will Not Need AWS-Style Cloud Suites
“My thought is that being a token factory is more than enough for the next five to 10 years.”
Baker: OpenAI Cut Codex Prices to Bootstrap Recursive Self-Improvement Loops
“I think that's why OpenAI is cutting codex pricing, simply because coding, you know, coding tokens are so valuable, and if you don't have enough of them, you may not be able to get into this RSI loop that, that everyone is, you know,”
Baker: Market Skepticism on Meta Monetizing Its AI Infrastructure Is Warranted
“It just suggests that the market has an immense amount of skepticism about their ability to monetize their own asset base. And I think that's warranted given that all we've really got out of management is this concept of personal super intelligence.”
Baker: Retail Investors Outperform the Vast Majority of Professional Money Managers
“Like, I think retail is probably outperforming the overwhelming majority of professional money managers, whether they're, you know, private equity managers, venture, you know, public equity managers, whatever.”
Baker: CDNs Currently Deliver Under 1% of Global AI Tokens
“My gut is in terms of tokens consumed on planet Earth, these CDNs are delivering less than one percent of them, and I mean, maybe less than 10 basis points.”