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 8 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
Lemkin: Anthropic Solved AI Coding; Cursor and Replit Just Grafted On
“Claude figured that out. Cursor didn't figure this out. Replit and Lovable and Bolt didn't figure it out. I can tell you the story. Claude figured it out. Anthropic, the guys, you know, once they quit OpenAI, they figured it out and everyone grafted on this, i…”
Anish Acharya: Early AI market leaders from 2023-2024 have maintained their dominance
“In this product cycle, what's actually interesting is a bunch of the early leaders from 23 and 24 have maintained their lead. You know, we talked about Harvey. That's a really impressive company. You know, Gamma is a really impressive company. You know, Cursor…”
Lemkin: Higgsfield and Gamma will reach one-third of Vimeo's revenue next year
“Higgsfield and Gamma, you know, will do a third of their revenue in 12 months.”
Stebbings: Gamma Hit $100M ARR With 50 Employees
“Gamma raising a hundred million dollars at a 2.1 billion dollar valuation, having hit a hundred million in revenue with 50 people.”
Halligan: Prosumer and Enterprise AI Succeeded, but SMB AI Lags
“The stuff I see, Jason, is there's a ton of prosumer stuff that's working. Lovable's working. Reflet's working. Gamma's working. Like, so many prosumer things seem to be working. And then enterprise is working. You're right. I haven't seen much in between.”
Rajaram: Gamma will need to launch a second product
“They will need to have a second product. I'm so sure of that. They will need to have a second product.”