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 17 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 2 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
Arora: Google will be the first $10 trillion company
“I think Google's underrated. I think it's going to be the first 10 trillion dollar company in our lifetime.”
Arora: AI found five years of software vulnerabilities in six weeks
“In six weeks we found vulnerabilities which would have normally taken us five to seven years to find.”
Arora: Vulnerability-finding AI will be public within three months
“I think we're three months away, if not already there, from this being available in the wild.”
Nikesh Arora: Enterprise data storage needs will grow 10x in three years
“We are going to need 10 times the data stored enterprise than we have today.”
Nikesh Arora: Systems of record software will be reinvented within five years
“So I think the whole system of work System of record gets reinvented the next five years.”
Arora: AI base models will become a commoditized utility layer
“I still believe models are going to become a utility layer. You'll be able to buy intelligence on the fly”
Arora: Claude Mythos had a 30% false positive rate in testing
“The false positive rate on Mythos was 30%.”
Arora: 90% of enterprise companies have bad data for AI deployment
“And you'll discover 90% of companies have bad data. 90% of companies.”
Arora predicts 5 million apps will become AI agents within 10 years
“I think five million apps will be redesigned in the next 10 years. They all become agents.”
Arora: 89% of cyber attacks occur because credentials get stolen
“89% of the attacks happen because credentials get stolen.”
Arora: Frontier AI model weights fit on a single USB stick
“The entire model weights of their newest model fits on a USB stick.”
Arora: $2B paid in ransomware payments over past 12 months
“There's about two billion dollars that's been paid in the last 12 months on ransomware.”
Arora: 20 to 30% of employees in most companies use AI apps for work
“I think about 20 to 30% of most companies have employees, the younger side who are using AI apps To try and get their job done faster and easier.”