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 9 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
Rauch: Traffic for generic factual content will stay inside AI front ends
“It used to be a valid content marketing strategy and like marketers in the values to do this, like create a lot of content so that when people search, you'll hit the keywords and whatever, but increasingly a lot of that traffic will just stay in the AI front e…”
Rauch: AI search tools will absorb traffic for factual content marketing
“And so if what you're producing is content that is sort of like facts in general knowledge, it's very likely that you're never, you're not even going to get back the backlinks. Cause someone's going to search on Google, for example, what is HTTP? It used to be…”
Private AI Startups Trade at 40x to 150x Revenue, Dwarfing Public SaaS
“Oh, this is Anthropic, Harvey, Glean, OpenAI, and Writer. Perplexity is at more than a 150 X. They would be the outlier. And I believe public SaaS is about an eight X.”
Dave Morin: A Google breakup spurring 1,000 Perplexities benefits Silicon Valley
“I mean, not just it, but for the ecosystem, right? Like seeing some, seeing like 1000 perplexities bloom would be actually very good for Silicon Valley.”
Perplexity made an unsolicited offer to buy Google Chrome
“Meme capitalism, the power of the meme is just like so alive and well perplexity. Unsolicited offer for Chrome being the example du jour.”
Market leaders eventually subsume early entrants' product lanes
“I actually think this is your, this is actually a classic technology cycle story around when a new technology cycle starts. There are a bunch of different players in the market, and one of them will kind of choose a product lane that the other one that is the …”