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 12 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
Biilmann: Next 100M developers will emerge around agentic tools
“I think we'll see the next hundred million software developers emerge around tools that are Gentic, but I still think it will be a profession to use those tools to do stuff, to build stuff for other people.”
Biilmann: AI agents will likely reduce Salesforce to a system of record
“But they definitely feel it very strongly as like the biggest threat to them to be reduced to that system of record and not the actual like workflow platform. And I think that's pretty likely what would happen, right?”
Biilmann: Build vs buy equation will shift toward custom internal apps
“I think it's a balance that will really start tipping, right? Like where today, if you're a company and you have a specific business need, hiring a development team to build, deploy, operate an internal application just for you to solve that business need, the…”
Biilmann: AI custom apps will challenge enterprise SaaS within five years
“And now my timeline is more like five years and 15 years before it's going to be like really relevant.”
Biilmann: AI agents are 15-20 years away from maintaining complex software infrastructure
“And then you could speculate, can the agents maintain it? But I think. I think that, that then we are definitely in a 15, 20 year horizon before, before they could be relied on for anything like that.”
Biilmann: Figma faces existential revenue threat without end-to-end AI building tools
“But if Figma doesn't manage to connect that to the full end to end chain of prototyping and building and so on, then this could be a pretty existential threat. To companies like that over time, or at least like a threat to their current revenue model”
Biilmann: Chat Prompting Will Never Deliver Differentiated E-Commerce Experiences
“If I follow a link and I land on an e-commerce from like a large brand that's trying to really differentiate themselves and be something different, right? Like I definitely just, I wouldn't want just to have some box saying like, you come up with what you want…”
Biilmann: AI Web Builders Will Force Brands to Adopt Novel Interfaces
“When the cost of building an e-commerce that looks like any of the current brands today goes down to like, just Ask Bolt to do it for you. Ask Lovable to do it for you. And you have that. Those brands are going to have to come up with something much more engag…”
Biilmann: Open AI ecosystems will defeat closed verticalized models
“And it'll actually be an advantage for like the agent builders to not be tied to a specific model and be able to like, just jump around between whichever model is best. And I think once that start is happening, we're going to have like that, that's going to me…”
Biilmann: WordPress has reached the end of its innovation cycle
“I mean, I think WordPress is, is in a challenging position where they are kind of like in the end of their innovation cycle. And I don't think they're in a great position to respond to all of this disruption. So I think like it'll be seen more and more as a bi…”
Biilmann: Cheaper development will trigger radical surge in custom software demand
“Like I think what we're seeing now is definitely the cost of building custom workflows, custom UIs, custom applications is going to dive down dramatically. And typically that will mean that demand for doing that will Go up radically and people will start build…”