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 1 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
Andrusko: The Prompt Box Will Die as Primary AI Interface by 2026
“My big idea for 2026 is the death of the prompt box as the primary user interface for AI applications. The next wave of apps will require way less prompting. They'll observe what you're doing and intervene proactively with actions for you to review.”
Andrusko: AI Expands Software TAM 30x by Targeting Labor Spend
“The opportunity we're attacking used to be the 300 to four hundred billion dollars of software spend annually in the world. Now what we're excited about is the 13 trillion dollars of labor spend that exists in the U.S. Alone. It's made the market opportunity o…”
Andrusko: Accounting will shift from billable hours to fixed-fee models
“We think this is like a short-term hurdle. We do think that the way this market will trend over time is more towards a fixed fee engagement. And that just the competitive pressures of supply and demand will make it such that if you can deliver the same work pr…”
Andrusko: AI will blur traditional go-to-market silos and unify sales compensation
“Like, I think these teams are just going to be able to work much more closely together and out of the same shared system. And I think they can even be comped together. Like everyone can just kind of reorient around the thing that matters, which is doing right …”
Andrusko: Ordinary Users Will Demand Human Approval Almost 100% of the Time
“The ordinary user will still want that last mile approval almost a hundred percent of the time. They will want the human part of the human in the loop to be the final decision maker.”
Andrusko: Accounting AI lacks a breakout winner like legal AI's Harvey
“So, you know, in, in legal AI, there's this company called Harvey that many of the people listening to this will be familiar with has grown really rapidly. There isn't really like a breakout Harvey in accounting just yet.”
Andrusko: Tax returns and audits require 100% accuracy from AI
“The contents of your tax return and your financial statement audits just have to be a hundred percent accurate.”
Andrusko: Systems of record maintain massive moats by holding source-of-truth data
“It's because historically systems of record have benefited from tremendous moats and that they are really hard to rip out. And the reason they're really hard to rip out is they have like the source of truth data about some of your most important parts of your …”
Andrusko: AI voice agents can offer real-time live coaching to sales reps
“Like you can now be getting live coaching from an AI voice agent that is trained on, you know, all of the data that you have seen from prospects and from existing customers. And as you know, your prospect is objecting to something, it kind of inserts the right…”
Andrusko: A16z targets AI investments in verticals with highly paid, repetitive labor
“We generally look at professional services verticals that are ripe for AI under the lens of, okay, where are there a lot of highly paid people who are doing, in many cases, repetitive work that probably could benefit from smarter automation”