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.

clear all ✕

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 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

Prediction Held up
Nelle: Developers will spend thousands to tens of thousands monthly on agents
“I think as we think about these highly parallel kind of agents running off for a long time in their own VM system, We are already at that point where people will be spending thousands of dollars a month per, per human, and I think potentially tens of thousands…”
Jonas Nelle Mar 6, 2026 ▶ 53:50 Cursor's Third Era: Cloud Agents — ft. Sam Whitmore, Jonas Nelle, Cursor
Assertion Supported
Palazzolo: Claude Code leads stayed at Cursor only two weeks
“We know that they went there, they were there for, I think, about two weeks, and they came back.”
Stephanie Palazzolo Aug 6, 2025 ▶ 41:45 The AI Agenda: GPT5 leaks and the business of AI News — Steph Palazzolo, The Information
Assertion Supported
Eskildsen: Cursor moved 20 terabytes from Postgres to Turbopuffer
“Like at some point, cursor moved like 20 terabytes of Postgres data into Turbo Puffer, because it's like, it's there, it works, and these particular query plans we know work well, and so they just moved it all to defer sharding.”
Simon Eskildsen Mar 12, 2026 ▶ 55:44 Retrieval After RAG: Hybrid Search, Agents, and Database Design — Simon Eskildsen of Turbopuffer
Assertion Contradicted
Nelle: No one had enabled AI coding agents to run code before Cursor
“Like obviously you need to run the code. And so that I think also is probably not that contrarian of a take, but no one has done that yet.”
Jonas Nelle Mar 6, 2026 ▶ 1:38 Cursor's Third Era: Cloud Agents — ft. Sam Whitmore, Jonas Nelle, Cursor
Assertion Supported
Eskildsen: Cursor obfuscates file paths and encrypts code stored in Turbopuffer
“Cursors like security posture into Turbo Puffer is exceptional, right? They have their own embedding model, which makes it very difficult to reverse engineer. They obfuscate the file paths. They are like, You, it's very difficult to learn anything about a code…”
Simon Eskildsen Mar 12, 2026 ▶ 30:26 Retrieval After RAG: Hybrid Search, Agents, and Database Design — Simon Eskildsen of Turbopuffer
Assertion Supported
Marimo AI Completions Access In-Memory Variables and Database Connections
“What's unique about doing it in Marimo is the fact that not only does Marimo see your code, but it sees all the variables in memory and it can also see your database connections, et cetera. So it can really provide rich Rich completions.”
Akshay Agrawal Jul 18, 2025 ▶ 17:56 ⚡️The Future of Notebooks - with Akshay Agrawal of Marimo
Assertion Supported
Cursor launches BugBot autofix to automatically fix flagged issues
“We actually just launched BugBot autofix, where you can click a button and or change a setting, and it will automatically fix its own things.”
Jonas Nelle Mar 6, 2026 ▶ 14:53 Cursor's Third Era: Cloud Agents — ft. Sam Whitmore, Jonas Nelle, Cursor
Assertion Supported
Cursor launches Model Context Protocol support for Cloud Agents
“We also launched MCPs along with along with this Cloud Agent launch, launch support for Cloud Agent MCPs.”
Sam Whitmore Mar 6, 2026 ▶ 17:12 Cursor's Third Era: Cloud Agents — ft. Sam Whitmore, Jonas Nelle, Cursor
Assertion Supported
Nair: Cursor updates its tab autocomplete model policy every two hours
“Recently Jacob Jackson had this blog post about like, online tab, where like, you know, we're doing policy- Because there is every two hours. Exactly, like, a policy update every two hours or something”
Ashvin Nair Dec 30, 2025 ▶ 34:06 [State of RL/Reasoning] IMO/IOI Gold, OpenAI o3/GPT-5, and Cursor Composer — Ashvin Nair, Cursor
Assertion Contradicted
Ubl: Cognition and Cursor shipped RL fine-tunes of open-source models
“Just yesterday, I think we saw both Cognition, congrats, SWIX, and Cursor to ship RL fine tunes of unnamed open source models.”
Malte Ubl Dec 7, 2025 ▶ 5:22 The Great Evals Debate — Ankur Goyal & Malte Ubl
Assertion Supported
Landgraf: OpenVSX powers all extensions in Cursor and Windsurf
“And together with that, we also created OpenVSX, which I think now powers all of the extensions that you see running in Cursor and also Windsurf, which is also open source under the Eclipse Foundation marketplace for VS Code.”
Johannes (Johannes Landgraf) Sep 1, 2025 ▶ 3:13 ⚡️Launching Ona: Coding Agent with Fully Sandboxed Cloud Environment
Assertion Supported
Zach Lloyd: Warp rules differ from Cursor rules by being cloud-synced
“The biggest difference that these are is that these are sort of like cloud synced. And so you can sort of use these wherever you log in. They're sort of shareable. Across the team. And so like, this is our version of cursor's rules.”
Zach Lloyd Jun 25, 2025 ▶ 19:08 ⚡️Warp 2.0: the Agentic Development Environment - Zach Lloyd and Ben Holmes
Assertion Supported
Augment Code runs inside the Cursor editor and already has active users
“Yes, you can use augment inside of cursor. We actually have quite a few users doing that.”
Guy Gur-Ari Apr 2, 2025 ▶ 15:26 The #1 SWE-Bench Verified Agent
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