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 5 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 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
Morin: AI makes lightweight UI tools like Airtable and Retool obsolete
“The reality of Airtable and tools like it Is that AI has made it, you know, there's like other businesses that were really, really flying, like in the Airtable days, like Retool and these kind of lightweight UI layers that made it easier to interact with datab…”
Lessin: Late-stage VCs only accept steep discounts if spinouts retain AI upside
“The reason this never happens is because big fancy investors, not us lowly seed investors, but big fancy ones, have no interest in the write down, right? It's a massive write down, right, for them. And they'd rather just stick it on their books and pretend lik…”
Lessin: Bending Spoons will milk enterprise contracts and cut support to zero
“These things have big enterprise contracts. They're going to like milk those. They're going to Like, hack the CS, the customer support teams to zero because they can consolidate it.”