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 12 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
Weitzman: Speechify will soon spend more on AI tokens than salaries
“We're getting to the point where soon we're going to spend more on tokens than we spend on actual salaries.”
Weitzman: AI Token Budgets Will Outpace Engineering Salaries Within Three Years
“We'll get there in three years. Yeah. You just need to be like a really strong early adopter.”
Weitzman: Buying Rubin GPUs yields one year advantage over cloud renters
“If I want a Reuben, which is like these much faster GPUs, I'll get it faster if I buy it than if I wait for Google to buy it, and then there's other people in front of me in line. So I'm gonna skip the queue by like a lot, and then I'm gonna have like a year o…”
Weitzman predicts voice will overtake screens as primary interface within five years
“Human computer interface is going to become primarily voice, as opposed to a screen.”
Weitzman: OpenAI ads will be massive due to deep user context
“Of course. Yeah, massive. Massive, massive. Because it knows so much about you.”
Weitzman predicts he will solve his brother's rare autoimmune disease
“And I am, I know I'm going to solve this disease.”
Weitzman: Speechify will never hire candidates motivated primarily by higher pay
“Terrible answer. Never would hire that person, not in a million years.”
Weitzman: Nvidia's 35x multiple is reasonable and stock has more upside
“35 is reasonable given how much they're growing. So yeah, I think they have a lot more juice.”
Weitzman: Apple will launch a Whisperflow competitor rather than acquire it
“Does Apple buy Whisperflow? No. Apple launches a competitor.”
Weitzman: Internal AI coaches will become standard corporate roles in five years
“Coach. So, One thing that we do a lot in Speechify is coach people on how to use AI better. Force them to use AI better.”