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 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
Roy: AI ARR projections resemble unsustainable COVID-era Zoom hype
“I will say the last two months have been absolutely wild, but it's more, it's starting to feel like COVID era extrapolation of every single business that we talked about, that the whole world is gonna move towards like remote work only and zoom is gonna be wor…”
Kantrowitz: Zoom and Klarna CEOs Are Using Video Avatars for Earnings Calls
“Even the CEOs of zoom and Klarna are doing earnings calls as video avatars.”
Kantrowitz: Klarna and Zoom CEOs used AI avatars for earnings
“When Klarna delivered updated quarterly earnings on Monday, it was his AI avatar that presented the highlights, according to the company's YouTube video. And then after him, Zoom CEO Eric Wan he followed suit using his avatar for initial comments.”
Brown: 10 Startups Are Building AI Note-Taking for Financial Advisors
“There are now 10 different companies in, and then on top of which these are startups, but then on top of which you're getting offerings from zoom and Salesforce and big existing enterprise software companies, but there are 10 different companies specifically b…”