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
Opinion
Sivulka: ChatGPT provides no investment alpha due to lack of custom data
“If you look at ChatGPT and the limitations of like, you give it to a bunch of investors and you ask it to draft an IC memo for a company like Hebbia, every single VC would get the same IC memo out.”
Assertion Contradicted
Sivulka claims Hebbia pioneered inference-time compute scaling
“And this is a technique scaling at inference that was first actually pioneered at Hebbia, and we quickly noticed another scaling law, where if we ran more models and basically more compute at inference time, you could get much better results for very complex t…”
Assertion Not checkable as stated
Sivulka: Hebbia platform offers an effectively infinite context window
“Hebbia's got like an infinite effective context window and then when you look at a new opportunity, you could filter to a variety of other opportunities that were similar and actually begin to piece out how it's different, how it's similar and all the pieces t…”
Disclosure
Sivulka: Hebbia is building the Bloomberg terminal for private market investing
“And what Hebbia is trying to build is the Bloomberg terminal for private companies. Not like a pitch book or a crunch base, which is really just for sourcing, but actually to go out and take all of the information private and public and pre-structure that. So …”
Assertion Not checkable as stated
Sivulka: Hebbia saves clients tens of thousands per deal in legal costs
“If every single credit agreement, you know, they reviewed multiple hours and it costs 2000 dollars per hour for a lawyer to review them. And now they can review them in house. They're saving on tens of thousands of dollars on a per deal basis, maybe hundreds o…”
Assertion Not checkable as stated
Sivulka: Hebbia enables firms to screen 137% more deal opportunities
“We can screen a 137% more opportunities. Like in a, yeah, in a given period of time, which is like, you know, and you, it's with the same depth.”
Assertion Not checkable as stated
Sivulka: Lawyers use Hebbia to analyze contract libraries during live negotiations
“People are starting to use things like our infinite effective context window to actually look over entire libraries of formally negotiated agreements and live during a negotiation actually come with better terms or what a better understanding of what is market…”
Prediction Not checkable as stated
Sivulka: Hebbia aims to be the enterprise tool of choice for AGI
“Rather than try to build the AGI, how do, how about we build the AI platform that is so good that if AGI were to complete a task, it would choose to use Hebbia to do that task.”
Disclosure
Sivulka: Hebbia has proven out agentic deep research over private enterprise data
“And I think that this level of agentic deep research is going to be one of the most exciting things that I can't quite disclose now that, that Hebbia has proven out and is working on over private information.”
Assertion Not checkable as stated
Sivulka: Hebbia saves 20 to 30 hours per deal process
“I mean, it saves probably 20 to 30 hours on a deal process, depending on how, how disgusting these VDRs can get.”