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 6 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
Cohen: Nobody will use Concur, Amex GBT, or Salesforce by 2028
“In five years from now, nobody is using, going to use Conquer and Emacs. Nobody, by the way, nobody is going to use Salesforce.”
Cohen: Navan's co-founder vibe-coded their expense product in six hours
“I gave the team a challenge, and actually Ilan, my co-founder, obviously took it first and did it over the weekend to vibe code our expense product. And it took him six hours to do that.”
Cohen: Navan's AI handled 55% of support chats during JFK shutdown
“55% of the chats were run through Eva, ok? Our call center, in the worst time during this event, The wait time was 16 minutes, one six.”
Cohen: Navan is not for sale and will not sell
“We are not for sale, and there is a reason for that, and by the way, ah, we've, ah, kind of passed this test, ah, several times. Other companies could have sent me to retirement a few times by just, ah, you know, buying us, and we didn't sell because we think …”
TripActions Faced a Major US Airline Dispute Crisis in Late 2018
“We had a year and a half ago, we had a major crisis where we had a certain fight with one of the airlines in the US. And until we solved that issue, and now we actually became really good friends with this airline, but until we solved it, we were actually oper…”