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 10 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 2 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
Midha: In five years, most people will spend their time offline
“I believe that most people five years from now will spend the bulk of their time offline, not online.”
Midha: West Needs an 'Iron Dome' for AI Inference to Keep Lead
“If we don't secure frontier model inference, or what I call state of the art inference behind a coordinated iron dome, I don't think we have a sustainable shot at staying at the frontier over the next decade.”
Midha: Compute shortages will prevent top AI labs from hitting revenue targets
“I think if there's any reason why OpenAI, Anthropic, Gemini, and so on don't hit their revenue targets over the next few years, it's because they won't have access to enough compute.”
Midha: Many Future Frontier AI Companies Will Pass $100B Valuations
“Oh, so many. I'm saying periodic is one.”
Midha: AI infrastructure projects will continuously raise capital without end
“As long as the capabilities frontier keep moving and we want a healthy, independent ecosystem, we'll just keep Raising more capital. There's no end to that. I don't really, the day machine learning stops working as a systematic way to give humanity more capabi…”
Midha: Late-entrant platforms will disrupt and displace incumbent VC firms
“I think that venture capital is going to go the way of past financiers of creative mediums where usually you have, you know, the early folks end up being pretty comfy execs because they took a risk on the industry and on early creatives when there weren't too …”
Midha: Tech companies will increasingly adopt public benefit charters
“We need more public benefit charters in Silicon Valley and in technology, and I think we will get there.”
Midha: General-purpose AI models will be made available to everyone
“So if you have a general model that's good for everybody, it will be available to everyone.”
Midha: Winning spatial computing platforms will bridge AR, VR, web, and mobile
“The companies that will end up building massive standalone businesses here will figure out how to leverage the uniqueness of AR and VR and iOS and web and Android to give multiple viewers different viewing perspectives and interactions with the same content.”