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 5 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
Swyx: OpenAI production market share dropped from 95% to 50–75%
“Basically over the course of 23, going into 24, OpenAI has gone from 95 market share to reasonably somewhere between 50 to 75 market share.”
Reddy: OpenAI's share of enterprise LLM spend dropped from 90% to 60%
“And the opening I spend at the beginning, at the end of last year in November of 23 was close to 90% of total volume. And today, less than a year later, it's closer to 60% of total volume.”
Bubna: Ramp trained custom tokenizers to swap into LLaMA
“Ramp actually early in the day was training their own tokenizer and, like, Swapping out the tokenizer in Lama and whatnot.”
Bubna: Ramp runs its external-facing accounting agent on Modal
“Ramp also runs their accounting agent on us, so their external facing agent.”
Bubna: Ramp Inspect Succeeded Using Modal Snapshotting and Fast Scaling
“Ramp Inspect was a great example of a background agent that was really successful because they were able to use some of the primitives like snapshotting and fast scaling to just have something that feels really reactive and works well.”