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 20 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 Simba 3.2 ranks number one globally for quality
“The newest Speechify Simba 3.2 model is ranked number one in the world for quality. Above all the frontier labs, 10 x more affordable and stuff like 11 Labs.”
Weitzman: Renting an H100 GPU costs 1.5 times more than buying it
“If I was to buy an H 100 for, let's say, 30,000 dollars, that's how much the, kind of, a single card would cost. If I wanted to rent an H 100 for one hour spot instance from GCP, it could cost me five dollars. If I rented it from, like, You know, Azure or AWS,…”
Weitzman: NVIDIA guarantees 25% GPU buybacks with Wall Street lenders
“So I believe earlier this month, NVIDIA did a huge deal with Blackstone, BlackRock, Apollo, and Goldman Sachs. And they said, listen, we want more people to buy more GPUs. We're going to underwrite for you up to 25% the value of a GPU. That if you lend money t…”
Weitzman: Sierra relies on third-party models and Bret Taylor's go-to-market
“Sierra doesn't have their own model team. They use other people's models, right? Because the value of Sierra is the go to market. It's Brett Taylor.”
Weitzman: Speechify engineers must respond to messages within 60 seconds
“And we have a principle even inside of engineering, which is you've got to respond to messages within 60 seconds because you want to unblock people.”
Speechify is among 200 companies testing ads on OpenAI
“We're one of the 200 companies that's provisioned to test ads on OpenAI.”
Weitzman: Speechify's early hires from Apple and Snapchat failed within three months
“We had two people that we hired from Apple and Snapchat, like very legit people. And they messed up the culture of the company. They would leave at 5:30 p.m. They like didn't live and breathe the company. And in the end, both of them quit after three months.”
Weitzman: Speechify holds 94% of the B2C voice agent market
“We have 94% of the B to C voice agents market.”
Weitzman: ElevenLabs inference costs range from $30 to $100 per million characters
“For the like standard model is anywhere from 70 to a hundred bucks. And for the V three fast model, it's like 30 bucks.”
Weitzman: AirPods made more revenue than Spotify and audio competitors combined
“And by the way, AirPods made more money Then Spotify and almost every other audio company put together every single year for the last seven years.”
Weitzman: Speechify's Simba 3.2 API costs $10 per million characters
“11 charges 10, a hundred dollars per million characters. The OpenAI model on the benchmarks cost a 196 dollars per million characters. So ours, when we sell it to other B to B companies now, we just launched our API, Simba, 3.2, it costs 10 dollars per million…”
Weitzman: Speechify uploads 1,300 ad creatives daily to testing campaigns
“Every day we upload 1300 to our testing campaigns.”
Speechify's engineering interview tests candidates on using LLM agents to fix code
“A prerequisite is we have like this entrance exam. There's this gigantic code repo that you need to read very fast. You can't read it with your eyes. You have to use AI. You have to use LLMs to ship all the features, and then you get a test at the end, which i…”
Weitzman: Hydroelectric capacity is fully maxed out globally
“So all the dams that can be dammed have been dammed. Hydro power is like the most efficient and easiest way to create. We just don't have ability to invest in hydro more.”
Weitzman: 40% of incarcerated people have dyslexia versus 17% of general population
“40% of people who are incarcerated have dyslexia, even though 17% of the population has it.”
Weitzman: Speechify enterprise sales team will use forward-deployed engineers
“Now that is exactly what we're doing now, but like front deployed engineers.”
Weitzman: Podcasts and audiobooks have reached 40% penetration in most markets
“Podcasts and audiobooks have 40% penetration in most markets today.”