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 10 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
Grimshaw: AI software will sell work and outcome SLAs rather than seats
“I think the way to encapsulate would be this idea of selling the work, not the software, and that we'll move from a paradigm where you might think of it as moving from what we see right now as a copilot and moving to what I think about as a control center, whe…”
Grimshaw: Tens of millions of software engineers will become AI engineers
“Tens of millions of engineers would become AI engineers versus like hundreds of thousands of ML scientists. That would beget the need for an application sort of framework for AI and tooling for that computing environment.”
Grimshaw: AI will yield new software architectures and business models
“And I think if AI is to be the force that it can be, I think you will get a new architecture and new business model emerging from it versus what we only see right now, which is kind of a sustaining architecture, which is just that of a co-pilot.”
Grimshaw: AI software will sell finished work outcomes rather than seat licenses
“The way to encapsulate would be this idea of selling the work, not the software. And that we'll move from a paradigm where you might think of it as moving from what we see right now as a copilot and moving to what I think about as a control center, where we'll…”
Grimshaw: AI startups building co-pilots won't create massive value
“And so I think the opportunity offered up to a startup being a co-pilot for something else, like probably won't be that amazing. And there might be pockets of it where it can really work, but the opportunity to disrupt is to be orthogonal to the incumbents.”
Grimshaw: LLMs will centralize media trust in established subscription brands
“I think as a function of LLMs, trust centralizes, and there's huge economies of scale to subscription businesses and advantages, and so it's a silly, silly fun idea, but if we're in media.”
Grimshaw: AI applications will capture massive value and pull through infrastructure
“I think in the arc of time if it is a shift like the internet was in many ways the applications, Which might not look like an applications, right, in the way that we think of them, but might look more like, you know, this control center idea will have profound…”
Grimshaw: Benchmark will accept adoption risk if market behavioral dominoes are falling
“Force of will can do a lot, but you know, it's got to feel like the, you know, you've got to feel like the dominoes got tilted over, you know, you're looking here, But the domino chain is, is sort of happening conceptually in the market or for behavior, whatev…”