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 8 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
Amon: Horizontal ecosystem models will beat vertical models in smart wearables
“And I actually think I'm going to make a prediction here. I don't want to be offensive to any other company, but I think that's where horizontal model is going to win versus vertical model.”
Amon: The winner at the edge will win the overall AI race
“I think at the end of the day, the winner of the edge Is going to be the winner of the AI race.”
Amon: SaaS and ISV apps will require onboard PC computing for AI
“On the enterprise, I think the economics are going to change because you know, those a lot of the ISVs and SAS applications are going to require the onboard computing, and I think that's going to make a difference.”
Amon: General-purpose domestic humanoid robots will take significant time
“A robot that is going to be with you in your house, and it's going to do everything you ask the robot to do it's going to take a time to train that. It's very difficult. It's difficult. Every house is not going to be the same. Every task is not going to be the…”
Amon: Wearables will connect directly to AI models, not just phones
“Wearable was when you talk about wearables and technology was designed to just extend your phone functionality. Like for example, yes, you have a smart watch. We'll tell you the time, but also give you now your sensors back to the phone and give you notificati…”
Amon: AI inference will eventually surpass training in data centers
“Eventually inference is going to take over training because Just think about that for a second. If you're a company spending billions of dollars building a data center for training, you expect to get a return on that investment. So when you start putting AI in…”
Amon: AI is probably underhyped in the long run
“I think what's going to happen is AI right now in the long run is going to be bigger than people think. It's probably under hype for the long run.”
Amon: Energy will be a scarce resource for inference data centers
“If you just look at today, you have this very aggressive ramp of growth of AI, and you don't have the same ramp on energy. You know, there's a gap between the available energy and AI. So I think energy is going to be a scarce resource also to operate an infere…”