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 3 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

Prediction Not checkable as stated
Levie: Cloud-Credit AI Funding Music Will Stop, OpenAI Aside
“I think unfortunately there's like an inevitable, there's going to be an inevitable, you know, that the music will stop at some point on, on, on this particular dynamic. Open AI, you know, aside, just because they actually do have the traction, they probably d…”
Aaron Levie Feb 8, 2024 ▶ 57:32 BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, Immigration | E02 · Bg2 Pod
Prediction Not checkable as stated
Levie: More private SaaS companies will succeed than expected years ago
“I think we've been afforded the amount of time, partly because of the AI wave you know, partly because of some kind of, you know, soft landing in the economy where, like, there's going to be a lot more successful outcomes here than I think we would have probab…”
Aaron Levie Feb 8, 2024 ▶ 13:13 BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, Immigration | E02 · Bg2 Pod
Prediction Not checkable as stated
Levie: Expecting GitHub Copilot-level gains across general knowledge work is premature
“So this idea that, that you're going to get a, you're going to get a GitHub co-pilot effect for all forms of knowledge work, at least in the near term, it's way too early to be kind of jumping to that.”
Aaron Levie Feb 8, 2024 ▶ 1:06:01 BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, Immigration | E02 · Bg2 Pod
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