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
Shah: AI codebase refactoring will make under-engineering even more optimal
“Because we're gonna, not that long from now, we're gonna have, you know, large code bases be able to exist you know, as context for a code generation or a code refactoring model. So, I think it's going to make it make the case for under engineering even strong…”
Shah: MCP or an equivalent standard will be AI's next major unlock
“So I think MCP or something like it is going to be the next major unlock because it allows systems that don't know about each other, don't need to just decoupling of Like Sentry and whatever tools someone else was building.”
Shah: Hybrid workplace teams of humans and AI agents are inevitable
“So I think it is, I will go so far as to say it's inevitable that we're going to have hybrid teams someday. And what I mean by hybrid teams. So back in the day, hybrid teams were, oh, well, you have some full-time employees and some contractors. Then it was li…”
Shah: Long-term economic value of software engineers will increase due to AI
“I think so I'm actually bullish on engineers in terms of their kind of long-term economic value.
Not despite all the movements in Cogen and all the things that we're, you know, already seeing, but because of it because what's going to happen as a result of…”
Shah: Agent.com will end up being more valuable than $15M Chat.com
“It's, yeah, it's gonna be, I think, end up being bigger than chat.com, which was 15.”
Shah: Web3 will make a comeback based on fundamental principles
“I think web three in the way that it was meant to be done. Is going to make a comeback because fundamental principles of that makes sense.”
Shah: 2026 will be the year of multi-agent networks
“Lots of people have said it and you've hopefully combined some of those clips of really smart people saying this is the year of agents. And I completely agree. It is the year of agents, but then shortly after that is going to be the year of multi-agent systems…”
Shah: Agent interaction models will shift toward asynchronous queued workflows
“So we're used to the chat bot back and forth. Fine. I get that. I think we're gonna move to a blend of some of those things are gonna be synchronous as they are now, but some are gonna be async. It's just gonna put it in a queue”
Shah: Future AI will invent novel UI primitives beyond traditional controls
“Where AI is going to be headed on, I think, on the UI front is the same place as headed on the science front. That originally it's like, oh, well, based on the things that we know right now, it'll sort of combine them, but we're like right at the cusp of it be…”
Shah: OpenAI will inevitably build a custom AI agent marketplace
“I'm an investor, but no inside information. Is because it makes too much sense for them not to like, and they, they've taken multiple passes at it, right? They did the plugins back in the day, then the custom GPTs, and then the GPT store, because, you know, be…”