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
Gurley: Leading AI players are begging for regulation to protect an oligopoly
“I think the thing, you know, that could cut against that, if the regulation gets extremely difficult and mundane and expensive, that could actually lead to more oligopoly. And I think some of the players know that and are begging for regulation.”
Gurley: China's open-source AI ecosystem can innovate faster than the US
“Because it's more intense, everyone's chosen to go open source, and that creates a system that, in my mind, is capable of innovating far faster Then the competitive system we have here.”
Gurley rejects Washington and Silicon Valley's vilification of China
“Having spent a ton of time in China over the past 20 years, it's hard for me to adopt this mindset of vilification that's heavy amongst many in Washington and now many in Silicon Valley.”
Gurley: Traditional IPO process is insanely unfair to companies
“I think it is insanely unfair to the companies the way they're forced to go through this process where The bankers pick the price and pick the shareholders. There's just no need to do that.”
Gurley: Bank regulatory capture blocks instant payment systems in US
“And precisely because of regulatory capture, the banks have kept our government from doing that. They've, the government wanted to, they have something called FedNow, but there's massive pushback in the finance committee in Washington, so it never happens.”
Gurley: Proxy advisory firms operate an opaque 'heist'
“They score you, but they score you with a black box. They don't tell you how they score you. Right. And guess how you can learn more. You hire them. So they get paid on both sides, and it's just, it's more of a heist, I think, than anything else.”
Gurley: Elon Musk's Tesla compensation package is the right model
“The Tesla case is a great example that, that package, that type of package that they did for Elon, I've said this, you know, publicly, I would agree to that type of package for every company I've ever worked with, and most CEOs wouldn't take it. It basically s…”
Gurley: Passive index funds should not vote corporate proxies
“One thing that would be really great is if they just wouldn't vote because then the people that are active shareholders would have More of a say in what happens with these companies, but there's, they own such a large percentage.”
Gurley: Vertical AI startups hold defensible workflow and data moats against ChatGPT
“I think that there are workflows and data moats that if you get, and also just understanding, like, there's three or four legal startups in the AI space. They're just spending so much more time making sure they ingest all the case law and really understand, yo…”
Gurley: Real-world corner cases prevent full autonomous driving from being safe today
“The corner cases are impossible to fathom at this, you know, right now. Yeah, maybe at some point. I mean, I certainly think if it were in a world where That didn't have the randomness of the real world. So if you were in a G, a geographic area where all of th…”