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 4 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

Insight
Lightcap: Enterprises criminally underrate the ROI of granting broad AI access
“I think people though criminally underrate how important it is actually and how much like return you really get on just giving people access to the technology. And that there's this kind of, because you can'queries quite quantify exactly how it works, but like…”
Brad Lightcap Apr 15, 2024 ▶ 34:47 Sam Altman & Brad Lightcap: Which Companies Will Be Steamrolled by OpenAI? | E1140 · 20VC with Harry Stebbings
Insight
Lightcap: Many enterprises mistakenly assume GPT-4 is the peak of AI
“A lot of companies think it's static, so a lot of companies think GPT-IV is the best the models will ever get. That's understandable. Every technology they've ever had to adopt has been relatively static.”
Brad Lightcap Apr 15, 2024 ▶ 36:31 Sam Altman & Brad Lightcap: Which Companies Will Be Steamrolled by OpenAI? | E1140 · 20VC with Harry Stebbings
Insight
Brad Lightcap: 100x model improvement is the key test for startup defensibility
“Ask the company whether a hundred X improvement in the model is something they're excited about. It's actually, we can tell pretty well because we know the companies that come to us saying, we want the next model. When is it coming out? When is it coming out? …”
Brad Lightcap May 24, 2024 ▶ 12:02 Sam Altman, Arthur Mensch and more discuss:Which Startups Are Threatened vs Enabled by OpenAI?|E1156 · 20VC with Harry Stebbings
Insight
Lightcap: Company-changing ideas usually come from less experienced team members
“Really that, that, like, company changing ideas actually, by and large, come from places that are not, not those hires.”
Brad Lightcap Apr 15, 2024 ▶ 44:32 Sam Altman & Brad Lightcap: Which Companies Will Be Steamrolled by OpenAI? | E1140 · 20VC with Harry Stebbings
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