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 6 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

Assertion Not checkable as stated
Most data leaders favor restricted access to ensure data accuracy
“The one school of thought, what would you call classical, is that it's better for the organization to have less data if the data is all correct. And it's very easy to misinterpret data. There's there needs to be a lot of education on statistical significance o…”
Tomasz Tunguz May 16, 2024 ▶ 44:42 AI, Data and Blockchain: a VC perspective | Tomasz Tunguz, Founder of Theory Ventures
Opinion
Amazon Redshift has fallen behind in next-generation cloud data warehousing
“Because the clouds themselves, you look at Redshift in the buyer's mind has really fallen behind in the next generation cloud data warehouse.”
Tomasz Tunguz May 16, 2024 ▶ 36:55 AI, Data and Blockchain: a VC perspective | Tomasz Tunguz, Founder of Theory Ventures
Prediction Not checkable as stated
Next-gen AI will route queries via hybrid constellation models
“We think that the next generation architectures look like that, at least for handling very simple tasks.”
Tomasz Tunguz May 16, 2024 ▶ 15:47 AI, Data and Blockchain: a VC perspective | Tomasz Tunguz, Founder of Theory Ventures
Assertion Not checkable as stated
40% of deployed Robotic Process Automation bots are currently broken
“RPA, our analysis shows that a lot of the existing robots that are, about 40% of the existing robots deployed in RPA are broken, and that's either because the human process changed, Or the software underneath it changed.”
Tomasz Tunguz May 16, 2024 ▶ 23:40 AI, Data and Blockchain: a VC perspective | Tomasz Tunguz, Founder of Theory Ventures
Prediction Not checkable as stated
Expect major data stack vendor consolidation in the coming quarters
“So I think you'll see quite a lot of consolidation in the next couple of quarters.”
Tomasz Tunguz May 16, 2024 ▶ 35:37 AI, Data and Blockchain: a VC perspective | Tomasz Tunguz, Founder of Theory Ventures
Disclosure
Average enterprises review under 1% of 5,000 to 7,000 daily security alerts
“We just invested in a company that's automating security analysis for the average enterprise of 75 security products. Each of those security products produces Alerts about 5000 to 7000 alerts per company per day. Less than one percent are reviewed.”
Tomasz Tunguz May 16, 2024 ▶ 24:10 AI, Data and Blockchain: a VC perspective | Tomasz Tunguz, Founder of Theory Ventures
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