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 13 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 5 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
Chen: Urban and suburban residents will stop owning private cars
“Yeah, I think that in most urban and most suburban settings, people will stop owning their cars.”
Chen: Legacy automakers will fail to transition into fleet operators
“I actually expect most of the manufacturers to not be able to make that transition, because if you think about every bonus that has ever been paid out at a car manufacturer, it's because you designed a car that people really wanted the three series.”
Chen: Driver-assist features will be phased out for full autonomy
“So I think from a skill atrophy point of view, and from an attention point of view, we're in this transition phase where all this driver assist Is going to get phased out in favor of complete driving.”
Chen: Fintech ML found gambling apps correlate with better credit risk
“It turns out if you have gambling applications, you're a better credit risk. And I think if you had asked a million loan officers if they would have predicted that, they would have a million out of a million times said, no, of course, that makes you a worse cr…”
Chen: High employee attrition makes building startups significantly harder
“Having people leave every 18 months, that's not good for your company. And so I learned a lot about how to inspire loyalty and certainly taught me a lot about staying in place when things didn't look like they were going well, because it's hard enough building…”
Accenture CTO: Enterprise AI adoption is faster than internet or mobile transitions
“If you talk to Paul Doherty, who is the CTO of Accenture, and he's been at Accenture for three decades, he says he's never seen anything grow this fast inside big businesses, right? So if you think about headcount, think about budget, like any metric you can t…”
Chen: Autonomous vehicles will eliminate urban parking lots
“First, all the parking lots can go away because the cars will constantly be in motion. The fleet operators will need that to drive the efficiency and utilization out of their cars, and so if the car is not carrying you, it's carrying goods, and if it's not car…”
Chen: Academics credit employee mobility for Silicon Valley beating Boston's Route 128
“And actually academics who have studied why Silicon Valley beat route one, 28 in Boston, they will point to this as a feature, which is in Boston. You basically settled in a deck or Lotus, and you basically spent your entire career there.”
Chen: More white-collar jobs were created post-spreadsheet than in prior decades
“We've actually created more white collar jobs post the spreadsheet than we have in the decades before.”
Chen: Software and electronics will reach 50% of vehicle cost
“I think you're going to see, you know, half the price of a car go to hardware and software.”
Chen: Car dealerships will vanish from inner cities
“Therefore, car dealerships are going to start vanishing from inner cities.”