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 16 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
Kim: Consumer AI will shift from productivity to human connectivity in 2026
“Twenty-twenty-six marks the year where major consumer AI application products shift from productivity, helping you work, to connectivity, helping you stay connected.”
Bryan Kim: Gen Z averages just over one close friend
“There is a very clear trend of average Number of friends that you can talk to over time going down. I think the youngest generation is something above one.”
Kim: AI-to-AI interactions will broker net new human relationships and conversations
“What happens when I'm okay with my AI coming to your AI, my guy talking to your guy, and say, look, have you checked in on him? Do you want to talk about ABC? I think those would be an opener for net new relationship, net new conversations that we wouldn't hav…”
Kim: Snap implicitly banned the term 'augmented reality' internally for four years
“The luxury, the sort of lens product was a state of the art AR product, like augmented reality product. We did not call it augmented reality for four years. And we actually implicitly banned it inside a company to call it an augmented reality because that's te…”
Kim: Consumer AI will steal mindshare from traditional non-AI products
“I think we'll, we'll start seeing AI actually take more mindshare and time from traditional products versus AI productivity tools.”
Bryan Kim: An AI-native social graph has not yet been built
“What I think is missing potentially is connection. Like this social graph, this thing hasn't rebuilt on AI yet, and That may be just a white space or something that we just continue to see what develops there.”
AI App Day-90 Retention Increased Consistently With GPT Model Upgrades
“There's an example of an AI-native companionship product where they actually did this test where they used GPT-one, GPT-two, GPT-three, and they actually tracked the cohort of user retention using each of the models. And it's very clear as the model quality im…”
Perplexity Integrates State-of-the-Art AI Models on the Day of Launch
“Whenever the state-of-the-art model comes out, he incorporates that into Perplexity on the day of, if not earlier.”
Kim: Creativity is emerging as the primary limiting factor for growth
“The new limiting factor is possibly creativity.”
Kim: Apple's App Tracking Transparency severely crippled paid advertising channels
“ATT did kneecap a lot of the sort of advertising, paid advertising side of things”
Kim: Meta's AI creative tools will restore the efficacy of paid ads
“Facebook or Meta is investing heavily on You know, AI side of it, so that all, sometimes all you need to do is just say, hey, like I have this idea, here's like the base creative. And now they're able to like change what, how it looks, add different, you know,…”
Kim: Five of top 10 iOS productivity apps are Google, ChatGPT #1
“If you go to app store today, top five out of top 10 productivity apps are all Google. It's insane. And Chachi B is number one.”
Lapse Gated Product Usage Behind Mandatory Invitations to Five Friends
“And what they actually gated the product usage behind is not only a pretty lengthy onboarding process of how the product works, but also you can't use it unless you invited five new friends.”
Viggle AI Restricts Creation Behind a Three-Step Discord Onboarding Process
“Now what Viggle does is it's only available in Discord to create. There are three steps you need to go through to be able to create a Viggle. That includes reading the rules. That also involves actually going through the mechanics of how to build the right seq…”
Users Rarely Re-Enable App Notifications After Disabling Them
“I know this empirically, that once you turn a notification off, the chance of something turning that back on is extremely low.”
Snapchat Streaks Require Three Consecutive Days of Video or Image Exchanges
“What that meant on Snapchat is I sent you a video, not a text, not a chat, a video, a snap, or image, image or video, and you sent me back something in a 24 hour period as well. And streak doesn't appear until three days of doing that.”