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

Insight
Bret Taylor: Business Model Transitions Are Harder Than Technology Transitions
“I think the interesting maybe counterintuitive point that I would make is I think business model transitions are harder than technology transitions. I think it was harder for most on-premises software companies to move to ratable subscription revenue. Than it …”
Bret Taylor Jan 28, 2026 ▶ 12:23 Is AI Killing Software? — With Bret Taylor, OpenAI's board chair and CEO of Sierra
Insight
Bret Taylor: Software cost is maintenance, not building
“Most of the cost of software is in maintaining it, not building it. And that's why most people would prefer to buy a solution off the shelf because you want to amortize the cost of maintaining software among thousands of clients and not have everyone bear it.”
Bret Taylor Jan 28, 2026 ▶ 2:51 Is AI Killing Software? — With Bret Taylor, OpenAI's board chair and CEO of Sierra
Insight
Taylor: Technology waves are adopted 5 to 10 times faster by compounding
“Each of these new waves of technology is adopted seemingly five or tens times faster than the previous generation because they're all compounded.”
Bret Taylor Jan 28, 2026 ▶ 24:25 Is AI Killing Software? — With Bret Taylor, OpenAI's board chair and CEO of Sierra
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