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 4 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
Lloyd: Warp has 700,000 users, outpacing Claude Code and OpenAI Codex
“We have way, way more users than Cloud Code, for instance, or Codex. We have 700,000 users because we've been doing this for Five years.”
Calacanis: Replit builds features with Claude Sonnet and verifies code via Codex
“Replit, if you have a complex feature, Replit builds it in Claude, Sonnet, not Open, it builds it in Sonnet to save money, and then it has Codex come in and check the work. It has both of them.”
O'Driscoll: AI compute constraint will be a major bottleneck in 2026 and 2027
“But now it looks like compute constraint is a real thing in 26 and early 27. You have that asset. Maybe you figure out how to deploy that aggressively with Codex. So there's buttons you can press, there's things you can do if you focus and do them.”