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 10 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
Heitzman: Circular revenue deals between AI giants are a warning sign
“Well, it depends on who you are, and that kind of goes to the recycling or the circularness of some of these things. Obviously, the OpenAI, Microsoft, or OpenAI Oracle, goes back to the OpenAI Oracle deal. And, you know, I'm gonna give you money that you're go…”
Heitzman: FirstMark sees no sustainable consumer AI startups, only ChatGPT wrappers
“So we've found sadly, that, you know, we haven't seen this wave of startups that we believe are sustainable. So there's actually been a handful of startups that are Wrappers on ChatGPT that are maybe a little bit better at travel. They might be a little bit be…”
Heitzman: AI will replace 80% of routine legal associate work
“Probably 80% of all legal work is, this is Rick, he needs a will. This is, you know, here is a first mark company that's going through a series A financing. Can you just reproduce documents given these are the founders, these are the issues, and here's the ter…”
Heitzman: An unnamed AI actress sparked a major talent agency bidding war
“There's this now famous AI Based actress who is it's in a bidding war to be represented by the major talent agencies that you can't tell. And that person is almost as good as a human.”
Heitzman: Hyperscalers will not stop AI infrastructure buildout
“So I think this is not going to stop, and I also think the hyperscalers, all of their ambitions are so big and so broad, and they're all so pot committed, I don't think anyone's going to stop.”
Heitzman: Proprietary datasets enable vertical enterprise AI to win
“We had a company, Evolution IQ and Insurance, there's Harvey and Legal, there's Henry and Commercial Real Estate, and they all have, A very discreet and sometimes private data set that enables them to build a better model, enables them to deliver a better end …”
Heitzman: US lawyer headcount quadrupled since advent of word processors
“Since the IVAN word processors, there's four times more lawyers in America than there was at the time.”
Heitzman: Last year was worst job market for college grads since 2008
“It was the worst year last year since the financial crisis for recent college graduates.”
Heitzman: Social media will increasingly shift to semi-private group chats
“I think you're going to see you're going to see more, more social media move to semi-private that look more like group chats, and it can be around, you know, sports or music or technology or relationships just because I think that people might be a little bit …”