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
Shevelenko: AI pricing will resemble Costco with memberships and compute credits
“AI is going to become a lot like Costco where you pay for the membership, right? And that gets you in the store. And that's actually the part of Costco's business that is, you know, the highest margin. And then you have, you know, everything you're buying in t…”
Dmitry Shevelenko May 7, 2026 ▶ 55:08 AI Agents: Mirage Or Real Revolution? — With Dmitry Shevelenko
Insight
Shevelenko: Ads alongside AI search answers undermine perceived accuracy
“When a core value prop of perplexity is accuracy it's really hard to reinforce that to users when you also have ads running alongside the answer.”
Dmitry Shevelenko May 7, 2026 ▶ 8:04 AI Agents: Mirage Or Real Revolution? — With Dmitry Shevelenko
Insight
Shevelenko: Non-AI companies gain alpha from adoption depth, not custom tools
“The alpha for a company that is not an AI company is, is not in them building their own internal tools with AI necessarily. It is in the depth of their adoption.”
Dmitry Shevelenko May 7, 2026 ▶ 39:36 AI Agents: Mirage Or Real Revolution? — With Dmitry Shevelenko
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