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 7 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
Ries: Google's Lost AI Opportunity Is a Bigger Debacle Than Kodak
“You know, I think if you do it, if you do the math, that's a bigger corporate debacle from a value creation, value loss perspective than Kodak's inability to commercialize a digital camera, just because the opportunity cost of that is so immense.”
Smith: Over 90% of ChatGPT users still use Google
“Similar web I have data showing that the overlap Basically everyone who uses ChatGPT uses Google. Nearly all of them. I think it's like 90, 90% plus or something. So people are not using it instead of search.”
Ries: Every Transformer Paper Coauthor Left Google to Commercialize Elsewhere
“And if you look at the coauthors of that paper has a ton of coauthors, not a single one commercialized the transformer at Google. They all, every single one had to leave and do it elsewhere.”
Wave AI generates $7M gross and about $3M in profit
“You know, gross was like seven and then Apple and Google take a bunch of that. So let's say like, you know, like five lands and maybe I keep three or something like that.”
Walls: Claude Code fixes errors without requiring developers to use Google
“What's amazing about cloud code is it can see the error and then fix the error and you never have to Google it at all.”
Patel: AI summaries pushed client pages into Google Overviews within 48 hours
“Within 24 to 48 hours, quite a few of those pages started popping up in the AI overviews on Google. Cause more traffic. Cause more revenue. The revenue wasn't astronomical, like 20, 30%. It was in the single digit percentiles from some of the changes we made, …”