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 13 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 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
Adcock: OpenAI Will Suffer Unrecoverable Speed and Brand Damage
“And now open AI is going to have a
Massive issue with speed and brand and everything else, and it's going to be unrecoverable.
They're never going to be a recover from what happened.”
Adcock: Everyone Moving Fast at OpenAI Is Going or Gone
“Everybody that's moved fast at OpenAI is gonna go, or is gone. Like, and they'll be left with folks that move slow, want to think about safety and all this stuff”
Rabois: Meta, Google, and Apple cannot accurately assess undiscovered talent
“So you've got to go find people who haven't yet proven what they can do that these large organizations think meta, Think Google, think Apple, think Amazon, think Microsoft, or even these days open AI. They don't know how to assess these people.”
Adcock: A Board Coup Will Never Happen to Altman or Me Again
“Like this will never happen to Sam ever again. This problem that we're talking about here will never happen to me going forward again.”
Pujji: OpenAI will crush thin horizontal wrapper startups
“I think one of the challenges people to be careful of when building on top of open AI is like, if your solution is too horizontal, they're eventually going to eat your lunch.”
Lieberman: ChatGPT plugins will be worth multiples of Shopify
“Shopify is a sixty billion dollar company right now. I think OpenAI is thirty billion. You would have to think that the plugins to ChatGPT, which are gaining some popularity now as they're opening it up, is going to be multiples of that.”
Pujji: Startups Building on OpenAI Risk Fast Commoditization
“I think a lot of these companies the risk getting commoditized because the real tech, the real deep tech is GPT threes. It's open AIs. And if you're building on top of that, everyone's going to have the same functionality at some point. And so like, I don't kn…”
Lieberman: Employee trust and loyalty are more powerful than corporate governance
“What's more powerful than governance is trust, is loyalty. It's, in a way, fandom from your people.”
Lieberman: Microsoft Learned of Altman's Ouster One Minute Before Announcement
“To cause the board to make this move, a move that Microsoft, OpenAI's biggest investor, found out about one minute before the press release and ended up losing fifty billion dollars in market cap from as their stock continued to trade.”
Pujji: The biggest AI winners will dominate narrow vertical matrices
“I think the most successful companies is somewhat obvious or not obviously, but it will take one square of that matrix. Like I said, customer service for banking and go, that is a very specific solution. I'm going to have the best models. I'm going to teach, I…”
Lieberman: Corporate transparency is a superpower, opaqueness a massive weakness
“The first is that transparency is a superpower, and opaqueness is a massive weakness.”