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 10 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
Benet: Decentralized storage nodes will beat AWS on unit economics
“Our bet there is that yes, that there's a whole bunch of places and cases where Certain individuals or groups in the world have access to either really cheap storage or storage that's positioned well in the network that is kind of like, you know, somewhere bet…”
Werner Vogels: Major investments must materially move the Amazon balance sheet
“Then at Amazon you have to rule that if you do that, If it's going to be successful, it needs to be successful in a way that has significant impact on the Amazon balance sheet. Now, it's not that we're interested in another, let's say, ah, that sounds coy, but…”
Werner Vogels: Early startups failed due to physical IT infrastructure costs
“So most of those companies that were initially successful around the Amazon catalog
All failed.
And they didn't fail because they didn't have great ideas.
They failed because they couldn't get their IT staff ready, or get the money to actually do, do, do, d…”
Werner Vogels: 95% of AWS features are direct customer requests
“About 95% of features and services that we deliver are in response to direct requests from our customers.”
Scholl: Amazon's board and internal staff laughed at Jeff Bezos over AWS
“He was laughed at internally and laughed at by his board when he launched Amazon Web Services. He was laughed at by the world for e-commerce.”
Legora hot-swaps Claude, Gemini, GPT, and Mistral models interchangeably on AWS
“So we use AWS and Claude and Gemini and GPT and Mistral kind of interchangeably. The biggest thing there has been, how do we build everything in such a way where we can hot swap the models whenever we want, and also build it in such a way that the models becom…”
EU legal AI requires zero retention and human-review cloud exemptions
“Especially building for Europe. You've got to go through a lot of hassle to kind of conform with all the data processing requirements. So, you know, all data hosted within Europe, nothing for training, no retention. Exemption from human review when you look at…”
Blomfield: Startups must treat cloud and AI credits as cash costs
“So people at AWS, Microsoft, OpenAI, giving out tons and tons of credits to startups. You should treat those as a cash cost. Don't assume you'll have unlimited credits forever. It'll totally mess up your margins.”