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 18 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 2 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
Prince thinks almost every company will cut workforce in 6-12 months
“I do think in the next six to 12 months, almost every company is going to go through some exercise like this where they're going to cut a bunch of their team.”
Prince predicts bot traffic will be 1,000x human traffic within five years
“I think that if you extrapolate this out, you know, in five years, I think you'll see a thousand times more bot traffic than human traffic. And if I had to take kind of an over under bet on that, I'd take the over bet that it's just going to, it's growing at s…”
Prince: There will never be a 14th DNS root server
“There will never be a 14th root server, and the organizations that run them will probably never change as well”
Prince: The same individual currently directs all Iranian state cyber attacks
“And the same guy to this day is running all of Iranian cyber attacks.”
Prince: Log4j-level software vulnerabilities will be found weekly for two years
“You know, I think for the next you know, a 104 days, a 104 weeks. So two years you're going to see a log for J like vulnerability every single week.”
Prince: AI resistance among mid-career workers risks creating a lost generation in tech
“I really do worry that we're going to have this sort of lost generation of sort of either, you know, young millennials or older Gen Z folks that just, they, they're, they were sort of, they're going to have incentives to say we shouldn't use these tools becaus…”
Prince: Local newspaper to earn more from AI licensing than display ads
“My wife and I bought the local newspaper in our hometown, Park City, Utah. I think we will make more this year off AI licensing deals than we do off display ads.”
Prince: Cloudflare re-issued a years-old Nvidia press release and stock doubled
“And hilariously, like two or three years later in 2024, we, and you can look this up, we actually issued the exact same press release, just changed the date, and our stock doubled.”
Prince: One AI agent per worker requires 40x annual global CPU output
“If you take every knowledge worker on earth, and you imagine that they're each going to have one agent that is working on their behalf. It turns out that the CPU utilization of that is more, it's 40 times the current annual CPU production that's out there.”
Prince: Cloudflare cut earnings prep time from two weeks to three minutes with AI
“And so we went from what used to be a two week process down to what is now a three minute process.”
Matthew Prince: Ad-supported web business models fail because bots don't click on ads
“The business model of the last 28 years, which largely advertising based doesn't work because bots don't click on ads.”
Prince: Major publishers land better AI deals using Cloudflare content controls
“What we've seen is if you go across the biggest publishers in the world, Condé Nast, Dot Ash Meredith, you know, they are, they, because we've now given them these tools, they're actually signing much better deals with the AI companies.”
Prince: More money goes to music creation per GDP today than ever in history
“We can quibble about are the right people getting the money or not, but there's more money going into music creation today on, on, on per capita per GDP. Than any time in human history by far.”
Prince: Spotify paid out ~$12B last year, exceeding music industry market cap 22 years ago
“Spotify last year sent something like 12 billion dollars Out to music creators. That's more than the entire music industry's market cap was. 22 years ago, which is extraordinary.”
Prince: Cloudflare powers infrastructure for two internet DNS root servers
“We provide the infrastructure for two of the 13 root servers.”