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
Söderström: Proprietary user data will matter more long term than model size
“My hunch would be though that In the longer term, you're going to be able to do most of what you want with reasonable size models and like having a much bigger model doesn't have that much. So I would still bet that having lots of user data and lots of high fi…”
Söderström: AI has not yet enabled new business models beyond sustaining innovation
“I actually think that in general, you know, we've seen the first wave of AI now where the technology is very impressive. It's starting to do useful things. But we still, usually the big changes come when that technology enables a new business model somehow. An…”
Söderström: Enterprise AI adoption will outpace the historical shift to cloud
“But I also agree with Scott that I think it's going to go much faster than moving to cloud. It wasn't really possible. I know we actually were on-prem companies that old. It wasn't possible to just also be on the cloud and try a little bit. It was incredibly h…”
Söderström: Spotify will not build general frontier AI models to compete
“So that's why, you know, there's no point in trying to compete with them for us because we don't even have the same goal. So we're trying to build exactly the things that we don't think they will build. And we would buy the things that they will build or someo…”
Söderström: Audio TAM will match social media at 2-3 billion plus users
“I think it is at least as large as social networking, you know, two, three billion plus. The way I think about it is I think music and actually podcasting is a Sort of a core human behavior like communication. And that means that the sort of time in, in, you k…”
Söderström: Crypto will succeed as infrastructure rather than consumer products
“I have a feeling that just like AI and other things, it will take quite a long while, but it's going to be, there is a chance that it becomes a fundamental part of the infrastructure just further down that it actually powers a lot of things and is very valuabl…”
Söderström: Companies will embed entire user histories into single AI models
“I think the world is going to go towards you embed your entire user history, everything they did into one space.”
Söderström: Neural hardware progress will follow a Moore's law trajectory
“I think it will. You know, some people say Moore's law is, is starting to come to an end in terms of just more transistors, but we barely started on neural hardware. So I'm sure we're going to see the same effect, even if it's not more transistors per square i…”