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 9 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
Dines: LLM-based AI agents act like 'idiot savants' with unpredictable reliability
“Not because we are scared, because they are like idiot savants. Sometimes they can be extremely smart, sometimes they can be extremely dumb. And you have no idea right now how to distinguish between these two scenarios.”
Daniel Dines says current LLMs cannot reason and require architectural leaps
“Every industry will be subject for a big change, but I also believe that we need a new giant leap in order to get there. I think, I don't believe that actual LLMs reason in the sense that I expect a guy with a 120 IQ reason. It's still, it's a stochastic engin…”
Dines: Scaling GPU compute with current algorithms will not yield godlike AI
“Look, I think it's, it would be an easy investment if there is a predictable outcome, but I don't, do you really think that just adding GPUs and with the existing algorithm to train, they will suddenly become, become godlike, intelligent? I don't understand. A…”
Daniel Dines claims UiPath's technology is much harder to build than Salesforce's
“Look, with all respect to Salesforce, our technology is much harder to build.”
Dines: Anthropic at $40B valuation has bigger upside than OpenAI at $160B
“Probably anthropic... I think the upside is bigger.”
Dines: Shutting down employee initiatives hurts morale more than stock drops
“If you are shut down, then it affects the moral more than the stock price, I think.”
Dines: Sequoia Capital Can Damage Startups by Backing Their Competitors
“And Sequoia can make, can damage a company investing in competitors helping them.”