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 7 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
Enterprise Data Cleanliness Is Not A Major Barrier To AI Adoption
“I think if you approach it in the right way, then the cleanliness doesn't really matter that much because the models are so good at cleaning up the data if you give them the right context.”
Nuclear Energy's Main Challenge Is Regulatory, Not Engineering
“That it is very safe. And that it's not a science or engineering problem. Like that was when we started looking at companies to invest in, that was for me, that the thing that I was sort of disappointed by is everybody was approaching it as if nuclear is this …”
AI Enables 20 Mechanical Engineers To Do Work Of 100
“And so we're seeing that you can do the design with far fewer people using AI to optimize a lot of the design parameters, where historically you might have needed a hundred mechanical engineers to design every single nut and bolt and part You can do it with 20…”
AI Agents Parse Messy Files Best Via Throwaway Python Generation
“What we found works amazingly is literally to give the files to an agent, tell it to write Python to get these files into a standardized format, because they're not very good at parsing files, but they're incredibly good at code gen, and so you can tell it to …”
AI Creates Better CAD Models Via Python Than Direct 3D Vectors
“You can generate really good CAD models by having it write Python to make the CAD model. Like, it's not good at, necessarily good at, like, three-D space visualization or outputting a drawing Right, as vectors, but it's really, really good at generating plausi…”
A $1.5B Total Market Is Too Small To Raise A Series A
“And there's about a hundred million cows in the US. If you're doing well, you could charge 15 to 20 dollars per test. So even if you assume you could test every cow every year, you'd be at 1.5 billion, like total market, which is not enough to do a series A of…”
Payers Ultimately Drive All Behavior In US Healthcare
“Everything sort of ends up coming back to the payer. Like, the payer is the one that drives behavior in the US healthcare system. If you are providing the dollars, people will go where the dollars aren't. If you say I'm going to pay for this service, people wi…”