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 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
Vercel CTO says top engineers are becoming primarily code reviewers
“Malte, among many interesting things, I think one of the most fascinating things that he said was that most of his great engineers who have been with the company for a while, as they've dogfed you know, vZero, and they've used things like Cursor and Windsurf i…”
Walsher: Tech buyers value Cursor's opinion over $80B legacy software incumbents
“Most people will care, at least in our world, What the smartest buyer at Cursor thought about a given tool than what the smartest person at the, you know, eighty billion software business that IPO'd in, in 2012 might think.”
Walsher: Production surges naturally create downstream cleanup crew markets
“It tends to be the case that actually a lot of problems emerge and in their wake markets follow or maybe a punchier way to say that would be with every surge in production, there's just a cleanup crew that naturally comes and a new market and industry that fal…”
Walsher: Product ubiquity is rare in the developer tools market
“It's rare that you see ubiquity is what I'm trying to say in the world of developers.”
Walsher: B2B software tools get more intense public discussion than consumer apps
“You see more reviews and love and hate for software tools in the B to B universe than you do sometimes for, like, mass market consumer phenomenons”
Walsher: Direct marketing and distribution are now the primary startup moats
“In many ways it feels like we are at risk of being like a copycat world where you see some success online and then you go copy it the next day, but it feels like marketing and distribution and the ability to communicate directly one-to-one with your audience h…”