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 8 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
Scholnick: Most tech industry value is still created in the Bay Area
“Still most of the value being created in the tech industry is in the Bay Area.”
Scholnick: AI commercialization will replicate the massive enterprise boom of Big Data
“And to me it feels like, Big data. Maybe six or seven years ago where companies were real waking up and realizing we have all these data assets. We need to do something with them. And that led to the rise of Hadoop and the Hadoop vendors and then, you know, a …”
Scholnick: Vertical AI will be more successful near-term than horizontal platforms
“But that's, I think unless we see more crowd flowers, the vertical approach is going to be a lot more successful in the near term because it won't rely on the customer to have expertise in how to do things like tune models and tune training sets and things lik…”
Scholnick: Tech organization influence has shifted from IT groups to developers
“The power in, and the influence in technology organizations is, has moved, shifted dramatically away from the classic IT group to the developer.”
Scholnick: New Relic hired zero sales reps during first four years
“And for the first Three or four years of the company, he refused to hire any sales reps.”
Scholnick: Trinity GPs serve on no more than eight or nine boards
“We have more partners per dollars in our fund than any firm in Silicon Valley, and that means that no, no general partner at Trinity's on more than eight or nine boards, and that, so that means we do the work for our companies, and we don't rely on other peopl…”
Scholnick: Humans will remain heavily involved in ML for 5-10 years
“So, at least for you know, I think the next five to 10 years, there's going to be heavy involvement of humans in machine learning systems.”
Scholnick: Developer tool companies rely less on large enterprise customers
“I've been surprised at New Relic and looking at financial results of Atlassian and other companies that I've seen in the developer space in that, you know, the old, I think this is what you mean by power law, but I, you know, the assumption was always that 80%…”