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
Howie Liu: No-code market will be as big or bigger than cloud computing
“We think that this category could be worth literally tens of billions, if not hundreds of billions of dollars in the future, right? This is going to be as big or bigger than cloud computing.”
Liu: Airtable plans to build a third-party developer ecosystem
“We certainly have plans from a platform standpoint to enable even more extensibility of our product and create an ecosystem of application developers on top of Airtable that help add that kind of final mile of solution specific functionality to Airtable so tha…”
Liu: Airtable Will Evolve Beyond Spreadsheets Into Full Custom App Platform
“And I think the next five years are really about us Taking that starting point and really further bolstering and extending what you can build on top of Airtable. And namely, I think to offer more layers of customization into the platform itself so that when it…”
Howie Liu: OpenAI Lacks Self-Hosted Deployment for Enterprise Infrastructure
“OpenAI, for instance has an amazing model offering but right now they don't have a way for you to deploy in a, you know, self-hosted way inside your own infrastructure if that's something that, that you care about, right?”
Howie Liu: Open-Source AI Will Solve Enterprise Self-Hosted Deployment Needs
“And of course, there are going to be open source models that help bridge that gap. You're going to be able to adopt your own models that are pre-trained.”
Howie Liu: Microsoft Copilot Will Drive Significant ARPU Growth Across Office
“When you think about like Microsoft's co-pilot offering, it's going to add significant ARPU to every single seat of office, which is a massive install base, right?”
Liu: Airtable serves users ranging from dentists and cattle farmers to Nike
“Dentists are using Airtable today to manage their operations. I mean, we see lawyers using Airtable for case mapping. We see cattle farmers using Airtable to actually like keep track of literal cattle and inventory. And then all the way up to large enterprises…”