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.

clear all ✕

why aren't all 3 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

Prediction Held up
Mohan: AI agents will gain full stack data access to automate system design
“These agents are going to get access to all of this data and all of this data, your browser data, all of this stuff. And I think what's going to be possible is debugging very complex tasks. Designing systems is going to be something that these agents are going…”
Varun Mohan Jun 2, 2025 ▶ 45:27 Windsurf CEO & Co-Founder, Varun Mohan: AI's Biggest Acquisition to Date! · 20VC with Harry Stebbings
Assertion Supported
Varun Mohan: AI model architectures converged almost entirely on transformers
“There were going to be hundreds of different model architectures and we were wrong. All of them ended up being transformers.”
Varun Mohan Jun 2, 2025 ▶ 3:03 Windsurf CEO & Co-Founder, Varun Mohan: AI's Biggest Acquisition to Date! · 20VC with Harry Stebbings
Assertion Supported
Mohan: AI model companies are expanding directly into application software
“But as you can see, you are seeing like these model companies actually going up to the app layer too in whatever apps they see are like valuable to them.”
Varun Mohan Jun 2, 2025 ▶ 53:13 Windsurf CEO & Co-Founder, Varun Mohan: AI's Biggest Acquisition to Date! · 20VC with Harry Stebbings
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