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 4 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
Wang: AI in 2025 is earlier in evolution than early-2010s mobile
“I think there's some interesting parallels, say, to where like AI is today, where I think that AI is probably a few quarters earlier than that, and people still don't know what's, what's going to happen, and there's a lot more change going on, so it's probably…”
Wang: Thinking about competition under $5M ARR is generally distracting
“And even I would say up through maybe two million to five million ARR, I think that thinking too much about competition is generally distracting for two reasons. One is that you don't really know the identity of your company and also you don't know You are not…”
Wang: Early startup peers were way smarter than big consulting colleagues
“This is very, very different from big consulting, I would say. The people are way smarter, and this is a very much more scrappy environment.”
Wang: Marketing creates power-law outcomes and intense competitive selection
“These marketing buyers did have, there are a lot of network effects of marketing, because if I'm running much better marketing than you are, and we have a very similar sort of brand, I'm going to win and I'm going to win really big. I'm going to win sort of li…”