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.

clear all ✕

why aren't all 2 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

Opinion
Sarah Guo: Incumbent Data Moats in AI Are Overhyped
“On the incumbent advantage side, much ado has been made about this idea of a data moat. But honestly, there's a lot of data out there and entrepreneurs are incredibly creative about collecting it and increasingly about generating it.”
Sarah Guo Sep 15, 2023 ▶ 17:12 20VC: The Biggest AI Leaders on What Matters More; Model Size or Data Size & Where Does The Value in AI Accrue; to Startups or to Incumbents
Insight
Sarah Guo: Speed Is the Only Real Advantage Startups Have
“Classically, the only real advantage startups have is speed, and speed actually might matter more than ever when the environment seems to be moving at warp speed”
Sarah Guo Sep 15, 2023 ▶ 16:53 20VC: The Biggest AI Leaders on What Matters More; Model Size or Data Size & Where Does The Value in AI Accrue; to Startups or to Incumbents
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