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 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

Prediction Not checkable as stated
Eisenberg: Users will rely on AI agents over direct publisher websites
“As you kind of play this forward, you're going to see a whole series of agents. Like I'm not going to go to the New York times.com to read it. I'm going to go to my AI screen and say, fetch me the articles that interest me from the New York times today.”
Michael Eisenberg Jun 19, 2024 ▶ 7:06 Michael Eisenberg: How China Could Overtake the US in the AI Race | E1167 · 20VC with Harry Stebbings
Insight
Human Data Quantity Matters More Than High-Prestige Journalism Sources
“People frequently mistake what quality of data means because they think, oh, you have to train on the New York Times. And actually, in fact most of it is quantity of human data, not because you've had any particular journalist who's, who's got a particularly n…”
Reid Hoffman Jun 10, 2024 ▶ 21:01 Reid Hoffman: The Future of TikTok and The Inflection AI Deal | E1163 · 20VC with Harry Stebbings
Prediction Held up
Boyle: Top Journalists Will Leave Premier News Institutions for Independent Platforms
“So I do think you can see a shift even at the top, even at the Washington Post and the New York Times, where people will opt out of those premier institutions because they value the freedom to monetize their following. And they also value the freedom to say wh…”
Katherine Boyle Oct 1, 2020 ▶ 35:37 20VC: What Is Founder Narrative Fit and How to Detect and Invest In It, How To Avoid Consensus Thinking When Investing, Price Sensititivity; When To Pay Up vs Stay Disciplined & From New York Times To General Catalyst; Why Venture and Journalism are Not S
Prediction Not checkable as stated
Best: Digital media will bifurcate into global juggernauts and niche publications
“No, I think that's exactly right. I mean, I think this is the thing you get when the internet creates kind of a global marketplace for things is you want to be the best in the world at something. And that either means being the best in the world by being reall…”
Chris Best Jun 12, 2020 ▶ 11:22 20VC: Substack Founder Chris Best on The Future of Public Journalism, Why The Economics Of Attention Have Been Flipped & Why Micropayments For Content Will Not Work
Assertion Partly supported
Dataminer detected Bin Laden's death 28 minutes before Bloomberg and NYT
“So for example, they had identified the assassination of Bin Laden 28 minutes before Bloomberg in the New York Times.”
Nick Beim Aug 19, 2015 ▶ 7:05 20 VC 064: Finding Exceptional People with Big Ideas with Nick Beim, Partner @ Venrock
Disclosure
Netflix and Amazon employees adopted x.ai without any sales contact.
“On the thousands and thousands of people that have adopted the single-use case version of Amy, I never talked to the New York Times, or Netflix, or Amazon, or Salesforce, but those companies, they just have employees in pain, and since there's no integration, …”
Dennis Mortensen Mar 3, 2017 ▶ 17:50 20VC: Why Product Market Fit Is Like Porn, How The Entrance of Facebook and Google Into Enterprise Software Effects Traditional Enterprise Companies & The Future Pricing Model For The Enterprise with Dennis Mortensen, Founder @ X.ai
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