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
Aaron Levie says the Trump administration should fire Peter Navarro
“I'd get rid of Navarro immediately.”
Aaron Levie predicts AI will expand software TAM by capturing offline services
“I just don't agree with the TAM compression because I think there's another kind of counter event that's happening that, that AI is, is really going after like services. And so that then conversely expands the TAM software where IT budgets weren't usually appl…”
Levie: Government supply chain mandates cause socialist-style economic distortions
“That, that ends up with just lots of economic distortions that everybody on the right would have called, you know, the left socialists. For trying to kind of implement central planning around supply chains.”
Levie: AI agents will massively expand software TAM by capturing labor spend
“You know, I would argue, you know, strongly that's a massive TAM increase because now software starts to go after labor spend.”
Levie: Most AI agent value comes from new capabilities, not worker replacement
“I don't like the word replace because I think actually most of the upside is actually going to be for companies that now deploy labor at things that they wouldn't have deployed labor at before.”
Levie: Zuckerberg's open-source strategy suppresses AI pricing for the industry
“Zuck is our counter pressure on the price of AI right now, and I think that he has a way of monetizing AI that is, I mean, Google kind of has a similar thing, but they're, they have a more existential challenge that I think they're actually doing relatively we…”
Levie: Democrats reflexively oppose initiatives associated with Elon Musk
“There's a classic, you know, sort of reflex within, within probably Democrat Party on, on, at this point, just because of Elon's support of Trump, that, that if something is a, is an Elon project, they're gonna, they're sort of gonna instantly respond no matte…”
Levie: AI token prices will fall to compute costs plus 10-20% margin
“You eventually have the underlying service with enough competition, you have the underlying service eventually trend toward the cost of the infrastructure. So, so what we should expect is that the price of a token in AI land, you know, basically will be whatev…”
Aaron Levie: Democrats have slid away from being pro-business and pro-tech
“There's no question that we have let the party, slide, you know, out of being a sort of firmly pro-business, you know, pro-tech party at times. There's been issues around, you know, regulation that, that absolutely blocks the kind of innovation that we need.”
Levie: Best AI models reach 90% accuracy on Box's single-pass document benchmark
“We send it 500 documents, and we ask for 40 data fields back from the documents, and so it has to get every single data field correct, and we only do a single pass, so we send the document to the model, we get a single pass back. Right now, the best score is a…”
Levie: Sacks is a very strong pick for AI Czar
“But on AI, I think is a very, very strong pick. And I think you want somebody that is, you know, has a general sort of deregulation, anti-regulation bent at this stage in the evolution of the technology.”
Levie praises Nat Friedman and Daniel Gross for building top AI portfolio
“Nat and Daniel so Nat Freeman, Daniel Gross, are, they're kind of quietly building probably one of the most powerful AI portfolios that that we're going to see kind of play out.”
Levie: Voice AI will shape mobile computing over next couple years
“I think that the wave of voice AI I'm most compelled by right now as sort of the twenty-twenty-four kind of, you can see the semblance of, Actually, you know, a new paradigm for mobile. We've kind of had the same thing on mobile for 20 years, and so the abilit…”
Levie: Arati Prabhakar was a good steward of OSTP under Biden
“The actual current head of OSTP Arti Prabhakar, a lot of folks in Silicon Valley know her. She's actually very strong, very technical, you know, understands the Valley well, is not a sort of, does not lean into over-regulation. So I actually think OSTP has had…”