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 3 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 3 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 Open · timeframe Jul 2029
Jain: Majority of enterprise AI workloads will be open source within three years
“Well, we've been telling customers, I believe that majority, majority of enterprise workloads will actually be on open source models in three years for sure.”
Arvind Jain Jul 11, 2026 ▶ 17:21 ⁠Why OpenAI and Anthropic Won't Win the App Layer | Glean Founder · 20VC with Harry Stebbings
Prediction Open · timeframe Jul 2031
Jain: Glean aims to grow headcount to 5,000 within five years
“Well, hopefully, you know, 5000. We're gonna grow.”
Arvind Jain Jul 11, 2026 ▶ 29:33 ⁠Why OpenAI and Anthropic Won't Win the App Layer | Glean Founder · 20VC with Harry Stebbings
Prediction Open · timeframe Jul 2031
Jain: AI inferencing costs will drop by orders of magnitude
“I think good technologies figure out how to make technology really, really cheap, and it's gonna happen here too. That's my belief. Like, you know, you're going to see it. You're going to see inferencing costs come down by orders of magnitude.”
Arvind Jain Jul 11, 2026 ▶ 36:00 ⁠Why OpenAI and Anthropic Won't Win the App Layer | Glean Founder · 20VC with Harry Stebbings
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