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 19 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
Weitzman: Speechify now prioritizes raw intelligence over handcrafted coding ability
“So one thing that we have changed about our hiring in the last even six months Is we really cared that you read a ton of textbooks about software engineering and that your handcrafted code was amazing. I still care that you read a lot of textbooks about softwa…”
Weitzman: Speechify engineers concurrently run 5 to 18 autonomous coding agents
“Our engineers, really what I'm looking for is 10 really good decisions per day, which is very tiring, not like optimizing the random parts of the code. And each one has like, you know, five to 18 agents running at any point in time, doing long horizon tasks on…”
Weitzman: ElevenLabs leapfrogged Speechify by selling B2B while Speechify focused B2C
“11 Labs, huge credit to them, leapfrogged us because they sell to B to B. Well, historically we've only sold to B to C.”
Weitzman: Speechify will fire employees who waste tokens unnecessarily
“We will let people go if they just go
Bananas with something for no reason.”
Speechify spends $500k monthly producing 20,000 ad creatives
“I'm okay spending 500,000 dollars a month making 20,000 pieces of creative because that is a creative investment.”
Cliff Weitzman: 15% of Speechify's users come organically from ChatGPT
“15% of our users come organically from ChatGPT.”
Cliff Weitzman: Brother Tyler made 36x return on levered Nvidia options in 2022
“I just bought a bunch of NVIDIA stock directly. Tyler bought a three X levered option. It's now like 36 X up.”
Weitzman: Long Meta as AI software tools elevate distribution value
“Which is by the way, why I'm really long meta in a world where it's easy to do engineering and easy to do design, more things launch and go to market. It becomes the most important thing.”
Weitzman: Speechify still runs inference operations on older NVIDIA K80 GPUs
“At Speechify, we still use K-eighty's for a lot of specific operations for inference, and we use older models of GPUs constantly.”
Weitzman: Speechify will pay $100k extra monthly for faster GPU delivery
“We're very willing to pay a hundred K per month extra to get them earlier.”
Weitzman: Speechify Ran Profitably for Four and a Half Years
“Speechify just finished four and a half years of running profitable.”
Speechify has never succeeded in running profitable ads on Snapchat
“One, we try to run ads on Snap all the time. We never succeed.”
Weitzman: I use Anthropic for everything and almost never use ChatGPT
“I right now use Anthropic for everything, and I do not use Chachapiti for almost anything”
Weitzman: Speechify will purchase multiple racks of NVIDIA Rubin and B300 GPUs
“So we'll buy multiple racks of Rubens. And on top of that, we'll buy B 300, which are like the newest form of Blackwells because we can get them earlier.”
Weitzman: A top Speechify engineer focuses entirely on generating synthetic data
“Like I have one of my best engineers right now is not even writing models. He's making synthetic data sets to train models.”
Weitzman: Speechify Took Four and a Half Years to Find Product-Market Fit
“It took us four and a half years to find real product market fit.”
Speechify reports significantly more female users than male users
“Women convert a lot better than men as like audiences. And so right now it's a more, we have more women who use the product than men by like a good margin at the moment.”