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
Hoffman: Current AI investments will seem small in retrospect
“When you think about what AI is going to bring to the transformation of human life and human work, the investments will, I think, seem small. In retrospect”
Hoffman: Some foundation model efforts will fail, especially late entrants
“Well, I do think that there will be efforts at foundational models that won't work. And especially I think late entrance like late entrance have a harder, you know, catch up routine and a lot of kind of expense to go to it”
Hoffman: China will produce multiple strong contenders in global AI
“China and multiple companies within it, because, you know, I haven't evaluated yet. Minimax, which also just came out recently, but will have a number of very strong contenders for this in the world technology landscape.”
Hoffman: Voice will very soon become the main computing interface
“A hundred percent. One of the party tricks I do is I bring out my phone and put ChatGPT on audio mode to show people. Because part of when we learn to use phones or PCs, we've learned, you know, with GUIs and everything else, we've made it softer, but there's …”
Hoffman: AI will transform jobs and replace workers who do not use it
“A classic one with AI is say, well, this is going to change a lot of jobs. And it will, cause it's a kind of a new tool set, like a new tool set. Like if you say, Hey, I'm a professional today and I don't use smartphones and I don't use computers. It's like, n…”
Hoffman: Everything with a compute unit will become smarter with AI
“When every single thing that has a compute unit in it, and it's not just phones and computers, which will be huge, but you know, speakers and lights and Thermostats and cars and, you know, planes, trains, and automobiles. Everything is going to get smarter.”
Hoffman: History Will View Microsoft-OpenAI as an Epic Partnership
“I think when the history books are written. I think this will be one of the kind of epic, ah, partnerships that, you know, kind of, ah, plays out in the, into the field”
Hoffman: Nvidia Blackwell Delays Would Slow AI Development But Not Stop It
“If they can't get their year olds up and produce it, that will be a, you know, concerning thing for NVIDIA and will slow down some of, you know, kind of AI's development because the faster chips in a dense environment is actually, in fact, instrumental and hel…”
Hoffman: Everyone will have an AI coding assistant on PC and phone
“With the AI revolution is all of us will have a coding co-pilot and assistant on our PC, on our phone, that will help us do these things, and so when we think about, like, you know, how do we accomplish some kind of professional task, how we do information gat…”