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 9 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
Sansbury: AI gains will outpace losses via tiny group of massive winners
“Certainly, there's a lot of money that's going to be lost in these investments. But I think what's going to happen is actually different, in that I think there's going to be, you know, a lot of companies that turn out not to be successful, but a very small num…”
Cloudera CEO: 96% of companies try AI, but IT approves only 30%.
“If 96% of companies are trying AI, only about 30% of IT organizations have approved of what they're doing.”
Sansbury: Autonomous AI agents operating without humans create unmanaged enterprise risks
“The concern, especially as you move from generative to agentic AI, where you have autonomous agents moving through your systems doing stuff without checking back in with a human, I think it creates risks that we haven't got our hands around yet.”
Sansbury: Moving All Data to Cloud Sacrifices Proprietary Enterprise Context
“What our perspective has been, the answer can't be you take all that data and move it to the cloud so it can run very neatly on these cloud-based models, because then you lose kind of control over that enterprise context that you built over years, the transact…”
Sansbury says an AI agent replaced a 1,000-person banking fraud team.
“And it's allowed them to basically take a team of a thousand and repurpose the majority of those people to other functions within the bank. So that's a savings of tens of millions of dollars and a more efficient process and better for the customer who gets his…”
Sansbury suggests base AI models are hitting an asymptotic performance plateau.
“Models are getting better, but maybe they're approaching this kind of asymptotic barrier where are thirteen billion parameters really that much better than twelve billion parameters, right? Maybe nine is good. Maybe five. We, someone mathematically has done th…”
Sansbury: Threshold for Human Intervention in AI Workflows Will Keep Rising
“I will tell you if the improvement in the large language models that I use is an indication, the line's going to keep going up. The technology is iterating very fast and getting better much more quickly than I would have thought.”
Sansbury: Enterprise AI failures stem from disconnect between IT and business users
“A lot of the use cases I believe are being driven by, you know, business users who don't have as much technology experience, or IT users, Who don't have as much business experience driven by the urgency of, oh my gosh, we got to do something.”
Sansbury: Enterprise AI Value Requires Proprietary Context Over General Pre-Training
“It's only valuable to train on our own internal context, A, and B, that model does not have to have read War and Peace to deliver to us that it doesn't have to be generally trained on everything that's available. It has to be trained on our content. And so the…”