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.

clear all ✕

why aren't all 4 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

Insight
Sofman: Autonomous earthmoving does not require perfect earth modeling
“The interesting thing is about these physics problems is you don't even have to like perfectly model the earth. You just want to be able to throw a diversity of circumstances and be able to kind of like test out your system.”
Boris Sofman Jul 16, 2025 ▶ 22:41 How AI Robots Are Taking Over Construction · Joe Lonsdale
Insight
Sofman: Autonomous driving AI must optimize for worst case, not average case
“This is one of those where oftentimes you think of like AI or products where it's like, yeah, get it out there and iterate. This is one of those where you're optimizing for the worst case, not the average case. This isn't search where you give some bogus resul…”
Boris Sofman Jul 16, 2025 ▶ 8:06 How AI Robots Are Taking Over Construction · Joe Lonsdale
Insight
Sofman: Excavators take 4–5 years to master due to seven degrees of freedom
“So the interesting thing is for humans, like excavators are one of the toughest machines. That's why it's like very high dimensional. There's like seven degrees of freedom and like, you know, you like all these subtle controls on the bucket, the body, the trea…”
Boris Sofman Jul 16, 2025 ▶ 28:48 How AI Robots Are Taking Over Construction · Joe Lonsdale
Insight
Sofman: Earthwork execution makes or breaks profits on 1% margin DOT bids
“When you have like general contractors bidding on you know, a project for Department of Transportation in Texas or Arizona or something like that. They're bidding, they're winning the project by maybe like one percent. And the contingencies are very heavy on l…”
Boris Sofman Jul 16, 2025 ▶ 30:33 How AI Robots Are Taking Over Construction · Joe Lonsdale
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