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 8 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
Khachab: AI will replicate years of proprietary software development by 2028
“This thing is going to learn how to code in no time. And maybe not now, maybe not next year, maybe 27, maybe in 28, like where's our technological mode is going to be? Like it might just be gone, like anyone maybe able to replicate what we have built over year…”
Khachab: Future software companies will sell virtual AI employees, not features
“But in the future, we are more or less selling an employee. And like, you know, here's a very highly competent employee that is, that has specific skills, sorry, to perform in your company.”
Khachab: AI adoption will be faster in traditional industries than in tech
“So the adoption curve is going to be way faster. Like AI is the perfect tool for traditional industries. Much more actually than for kind of like startups and tech, because those are people that are tech first, they know how to work with interfaces and stuff l…”
Khachab: Only companies with majority AI revenue will win in the market
“I do believe only AI first companies will win. And by AI first, I mean that a majority of your total revenue or of your new revenue, which will lead into a majority of total revenue, Has to come from an AI product.”
Khachab: AI automation will enable 10-person unicorn companies
“I think one thing that became very clear is that, you know, great to me, great companies, at least from headcount perspective, get smaller and not bigger. And the reason is, is like you have to automate as much as possible and with AI that is fairly possible. …”
Khachab: Tech workers without AI building skills will become obsolete
“If you were to leave Joko tomorrow and you would not have the skills On how to build a FAI, then your skillset will be obsolete.”
Khachab: AI will not enable enterprises to replace Salesforce with internal tools
“I don't think so. Because, okay, like AI today, like even the best LLM won't enable you to build something like Salesforce fairly quickly. There's so much code, so much customization in there. And then plus, even if it would, then you would have to maintain it…”