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
Katz: Low AI gross margins matter less given rapid growth
“As long as they can demonstrate a path to margin expansion over the course of the next few years, while still growing at these unprecedented levels with very healthy balance sheets, I worry less about gross margins like we did five years ago in traditional ent…”
Aaron Katz Aug 31, 2026 ▶ 3:28 ClickHouse CEO: AI Margins Need to Improve | Revenue Concentration Should be a Concern
Opinion
Katz: Anthropic and OpenAI Outpace Open Weights on Application Harnesses
“Anthropic specifically and open AI have the benefit of being both a model provider and the harness provider that the open weights models right now are behind in.”
Aaron Katz Aug 31, 2026 ▶ 5:37 ClickHouse CEO: AI Margins Need to Improve | Revenue Concentration Should be a Concern
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