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 2 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
McCullough: Vertical AI applications like AI for law lack defensibility
“We've kicked the tires on dozens and dozens of these products, you know, AI for architecture, AI for law or whatever, and they don't seem defensible.”
McCullough: Ride Home AI Fund has made only one application-layer investment
“Our thesis has been to go after the productization of stuff. So like what is the Airbnb or the Uber of this paradigm shift? I would say by our definition, we've only made one of those types of investments and all of the other investments right now have sort of…”