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 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
Prediction Open · timeframe Feb 2028
Sharp: AI model providers will launch competing telemetry products within 18 months
“I have a near 100% belief that the, that these companies will eventually want to compete with my business. And so, you know, I need them. I need their models. I need the intelligence that they're selling, but I'm, I have some very real concerns that, you know,…”
Insight
Sharp: Individual AI traces are worthless, but aggregated data is immensely valuable
“Individually looking at one user's trace is essentially worthless, unless I have some security problem I need to go urgently look at it, but normally it's worth nothing. But in aggregate, it's incredibly valuable”
Assertion Not checkable as stated
Sharp: Cribl's Largest Customers Move Petabytes of Telemetry Data Daily
“Our largest customers move petabytes of information daily, whereas like a data warehouse, as an example, like that might be, ah, a petabyte data warehouse is a huge data warehouse. Like that's for like a Snowflake or a Databricks, like that's a big data wareho…”
Assertion Not checkable as stated
Sharp: A centuries-old enterprise is deploying Claude to 50,000 desktops
“I have a customer, you know, a normal run-of-the-mill brand that you would know, not a company that you would think is like an innovative company, like it's multiple hundreds of years old. They're rolling out Clawed to 50,000 desktops.”