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 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
McCabe: COVID mRNA vaccines were harmful while traditional treatments worked
“During COVID, it turned out that these gene therapies were really bad for you, and that these traditional treatments were really, really helpful. Don't slap your face like I shouldn't have said that, because it's fucking true.”
McCabe: Very few tech industry figures are not voting for Trump
“And that's why everyone I talk to, it's very few people I talk to in technology who are not voting Trump at the moment. Very, very few. There are some people who are either triggered by Trump or they're they don't actually study a lot of these topics, but most…”
McCabe: Most VC AI investments will underperform the S&P 500
“Most VC money is going to support a lot of excitement around AI and actually not do better than the S&P 500.”
McCabe: Global nuclear holocaust is super possible due to proxy wars
“That nuclear holocaust is super possible. Yeah, I mean, the United States and Russia have many thousands of nukes pointed at each other, ready to go, and the United States is fighting a proxy war with Russia. It's super easy for these things to tumble into nuc…”
McCabe: Intercom has 10 to 20 years before AI threatens its existence
“I wouldn't be working my ass off an intercom if I thought that it was about to die and be crushed by AI in a year or two. So I think we've got a decade, two decades.”
McCabe: Intercom's AI bot outresolves every competitor on the market
“We now have the highest performing AI customer service bot. You look at everything that's on the market. They can't resolve tickets at the rate we can.”
McCabe: Intercom AI resolution reaches 50%, beating Zendesk's high twenties
“When we first released our AI agent, the average resolution rate was in the high twenties to high 20%. So that's the rate at which it successfully closes tickets when it gets involved in the conversation. And now, like I said, it's approaching 50%. I think Zen…”
McCabe: AI labs won't build domain-specific features over next 5-10 years
“That's why these AI application companies are going to win. That's why they're going to become so big, because I don't think at least in the next five, 10 years that any of the AI labs are going to build all the domain specific stuff.”
McCabe: Klarna will eventually adopt purpose-built third-party AI systems
“And I think any attempt to do so may yield some short term excitement, but even Klarna long term, I'm pretty sure we'll move on to a professional purpose built system.”
McCabe: Intercom banned internal political discussions years ago
“I introduced that years ago also, and we do not talk about politics and intercom, and I never do that within the company either.”
McCabe promises to defend employees attacked online for political views
“And if any employees ever attacked for their political positions online, Especially and particularly if there are positions that I disagree with, it's important that I demonstrate that these principles in those moments I will defend them.”
McCabe: AI will eventually eliminate all traditional software development work
“In the fullness of time, increasingly powerful and abstract AI will do away with You know, all of the work we need to do today to deliver software experiences.”
McCabe: Intercom's AI bot resolution rate is approaching 50%
“The average resolution rate of our bot is now approaching 50%.”
McCabe: AI agents will be cheaper and better than human workers
“These AI agents will be way cheaper than humans while they're also better.”
McCabe: Only one Intercom employee resigned over political policies
“There was literally one person who left.”
McCabe: Intercom built a $100M business selling to SMBs
“We built a hundred million dollar business with SMB.”
McCabe: Intercom was first to launch an AI support agent
“You know, we built, we were the first to come out with an AI agent that would do customer support for you, like actual conversations with customers and closing tickets.”
McCabe: SF Freedom Club had 3,700 waitlisted applicants and 500 attendees
“The San Francisco Freedom Club is designed to hold only epic parties four times a year for people to love freedom and all these other values. We got 3.7 thousand people on the wait lists. We invited 600 people. 500 showed up.”