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 268 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 5 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
Gil: Software is shifting from seat pricing to purchasing units of labor
“We're shifting from a world where you're buying monthly packages or you're buying seats for certain types of software and you're effectively buying units of labor, right? That's this agentic shift.”
Gil: About 60% of New Jersey childhood ADHD diagnoses lack testing
“So in the state of New Jersey, it's something like 60% of ADHD diagnoses in kids actually have never the kids have never taken any form of test. It's just somebody deciding that they have it.”
Josh Mohrer operates Wave AI entirely as a solo team
“You're talking to the whole team. There have been some people that have come in and out over the course of the now three years to help with some higher end engineering work, some of the marketing stuff, but by and large, I've done all the engineering. I do all…”
Walls: AI will build apps like YouTube in one prompt by 2027
“I think maybe in like a year it'll be able to do that. But right now you still got to kind of approach it like a programmer”
Walls: Sam Altman said polite user prompts cost billions
“I think that Sam Altman one time said that even if you add a nice little thing at the end, it costs them all this. They're spending billions just because people are being nice.”
Thummala: Businesses will eventually run hundreds of AI agents internally
“Today, most businesses have zero or one agent or AI integrated into their business.
If that in the future, I'm sure that they're going to have hundreds of agents running within their business, and that unlocks an entirely new class of problems.”
Matze: Zero Published Research On Fine-Tuning LLMs For Voice Sales
“There's literally no research out there on this topic. Zero.”
Apfelbaum: $3.80 ad CAC converts into $3,600-per-year Evai SaaS subscriptions
“We ran an ad asking people if they want the 99 hacks, And that ad cost me three dollars and 80 cents per person, and a large percentage of the people buy the hacks and then buy Evie AI Pro, which is 3600 dollars a year.”
Apfelbaum: AI lets agency handle 100 clients without hiring new staff
“When I started Ajax Union, I used to hire one new employee for every 10 small businesses I would take on. That was a very, very expensive thing. Very expensive thing. Now I could take on a hundred customers, and I don't have to hire anybody. I could take on a …”
Santos: A subscription-only checkout converted better than offering one-off purchases
“Do an A-B test, you know, have a funnel with subscription only and the funnel where you give both choices and then see what the conversion does. And lo and behold, the one with subscription actually increased conversion because it reduced that because again, y…”
Hastings: QuickBooks Lacks Automated Checks and Requires Manual Data Verification
“And the way QuickBooks is set up is it just makes it really easy for you to make those mistakes, because it doesn't have all these checks built in. It's really just sort of a blank slate you can write into, and the only way to verify that the data is correct i…”
Hastings: Bench failure left customers without access to critical financial data
“You think of the companies like Bench going out of business and people have no access to their history of the most critical business data.”
Tossell: AI Agents Will Worsen Founder Context Switching and Productivity Anxiety
“Like, it feels like it's actually, you can work on even more stuff now, so actually people are going to get worse off feeling like they should be really productive, but actually feeling like, I've done absolutely nothing this week except for I tried to do thes…”
Singla: Web traffic is declining for 80% of websites globally
“80% of the websites in the world, traffic's been going down.”
Singla: Search results will soon favor short-form videos over written articles
“Telling you these videos very soon are going to start popping up on search instead of that article you were reading from, you know, maybe booking.com.”
Singla: LinkedIn accounts for roughly 12% of all ChatGPT citations
“Just as an experiment, you'll see, LinkedIn gets cited almost on 12% of ChatGPT citations.”
Smith: The llms.txt protocol does not work
“So the intention of LMS.txt is to get more traffic and to send information about, it's not to block, it's to send more information to the LMS so that you get more traffic, but it doesn't work.”
Lieberman: Service businesses will shift away from hourly billing starting in engineering
“We don't charge hourly. Like, we have a fundamental belief that service businesses are going to move away from hourly work, and we think it's starting with engineering.”
Dan Shipper: Big opportunity will come from unbundling ChatGPT into purpose-built apps
“And I think there's something very similar happening and going to happen with AI is people have to use ChatGPT and like realize that this new sort of workflow is possible. And then there will be a big opportunity to unbundle those workflows into purpose-built …”
Patel: HubSpot CMO says 13% of signups come from LLMs
“When I was speaking at Inbound, the HubSpot event, I was with Kip. And Kip is the CMO of HubSpot. He ended up talking about how roughly 13% of their signups come from these LLM platforms, ChatGPT, Perplexity, Gemini, et cetera.”
Tan: Scaling laws revealed the path to AGI for OpenAI's leaders
“If you were Greg Brockman or Dario Amadei, ah, at that moment, you started, you know, internally you were talking about the scaling laws, and that the loss function was going down as log linear to the amount of, ah, data and compute you were putting in, and th…”
Tan: 18-to-22-year-old founders at YC are up over 100% year-over-year
“Well, even at YC, like, we are seeing the rate of 18 to twenty-two-year-olds at YC is up by more than a hundred percent year on year. The rate of twenty-two-year-olds to twenty-five-year-olds is up about 20%. And then the rate of 25 to thirty-year-olds is actu…”
Shim: Read.ai adds 50,000 accounts daily as fastest-growing AI note taker
“Yeah, so it's in the millions, and then on a daily basis, we get about a 50,000 new accounts created every single day, so that's a run rate of a million plus on a monthly basis, twelve million annually, so we are the fastest growing meeting note taker in the w…”
Shim: Read.ai hits 80% 30-day retention for active meeting users
“Most recently in this last month, if you use our product in a meeting, and you get the reports we see that the retention is 80% after 30 days”
Shim: Horizontal AI note takers will win over vertical SaaS tools
“There's one meeting note taker to rule them all in the sense of... A hundred percent. Cause it's too niche. You're not going to go in and say, oh, I've got a sales call. I'm going to invite this one. I've got a call with my doctor. I'm going to do this one. I'…”
Dolezal: Solo founder built $10M ARR vibe-coding business in past year
“I have literally next to me, I, like, I have two friends who built businesses over last year.
One of them is now ten million ARR.
Ten million.
One person.
Vibe coding app, and the second one is, is, is doing three million, you know, and just like, time is now,…”
Consulting.com spends $30,000 per day on Facebook advertising
“Some time, most of the time, 30 grand a day.”
Traffic from Tai Lopez generated $4M to $6M in revenue
“Thai alone I don't want to give specific numbers just because it's private for him, but it's in between In between four and six million just from Ty's traffic.”
Harbinger: Obtaining North Korean visas for Americans is easy and completely legal
“It's easy for me to get an American, a visa to North Korea. It's a snap. It's a snap, and it's completely legal.”
Huffman: Reddit is crushing Digg and is nearly twice its size
“Well, Reddit is crushing Dig now. I think they're almost twice as large as Dig... In traffic... And uniques per month and page views per month. Or is my understanding, you know, I haven't, I don't have direct access to Reddit numbers anymore, but from what the…”
Huffman: A 10% speed increase boosted Reddit page views by 10%
“If we made the site go faster by 10%, page use would go up by 10%.”
Chesky: Paul Graham doubted Airbnb's idea but praised founders' resourcefulness
“It, the long story short is we ended up getting in Y Combinator, and I remember on the interview, he brought the cereal, and, you know, Paul Graham said, I remember him saying, like, he wasn't entirely sure of the idea. He said, well, it sounds different, but …”
Ries: Anthropic Founders Left OpenAI Over AI Safety Dispute
“I met the Anthropik team when they first left OpenAI, and they, you know, they left over a dispute With OpenAI over you know, exactly how to pursue the question of AI safety.”
Ries: FTX Implosion Auctioned Anthropic Shares to Unaligned Investors
“Huge chunks of Anthropic stock were sold at auction to any investor who wanted them, including people who are super, super unaligned.”
Cheney: Franklin Covey reached out after discovering his firm via ChatGPT
“I had Franklin Covey reach out to me the other day, and they said, hey we'd love to work with you. We need, you know, we need some help on this stuff. I was like, awesome. How'd you find us? And they said, ChatGPT.”
Cheney's eight-year-old son built a Roblox clone using Replit in one day
“My eight-year-old made his own version of Roblox and built 20 games inside of it, and he did that in a day with Replit.”
Cheney predicts his AI agency will reach $1M monthly revenue by December
“We will absolutely be at ten million. We'll, we'll, we'll be at one million a month by December for sure.”
Shane Mac: Convos agents can clone apps simply from a pasted link
“Just paste the link and tell your agent to copy it. It's done.”
Geek Squad founder Robert Stephens uses AI to clone apps from screenshots
“So I was talking to Robert Stevens actually, and he was like, I don't even download apps anymore. I just screenshot the app in the app store and throw it in a thing and go code the app. And then it just builds a personalized version of the app that I want.”
Zapier CEO Wade Foster personally reviews every company job offer
“I review every single job offer that goes out inside of Zapier still.”
David: Posties is the first fully open-source social media scheduler
“Posty is the first social media scheduling tool that actually, like, fully open source”
David: Users will shift to chat interfaces that orchestrate underlying tools
“People are going to move to these like chat apps, and they're just gonna write what they want, and they're gonna get it, and it's going to use all their tools together, basically, to do it.”
Cera: Pulsia could enable buying and selling automated businesses on-platform
“You could see a world tomorrow where like people can buy and sell certain businesses on Polsia because all the business is- The revenue, the knowledge, the infrastructure, right?”
Cera: Built-in company revenue will eventually exceed Pulsia subscription revenue
“Over time, the revenue from actual companies will grow higher than subscriptions because they'll be winners.”
Gil: Patrick Collison's Arc Institute is first major biology institute in decades
“Like Patrick from Stripe started ARC, a biology institute, like one of the first new major biology institutions in decades that's doing really interesting things, right?”
Gil: AI coding tools will empower millions to build huge companies
“Through things like all the different coding models, you know, cloud code, or open AI, or cognition, or, like, it's gonna put the power of building things in the hands of millions of people who couldn't do it before. It's already doing that. And I think a subs…”