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 3 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
Suds: Invest in whatever extends OpenAI and Anthropic revenue, avoid app layer
“My general working thesis was like, you should probably just invest in anything that Enables or extends like Anthropic and OpenAI's revenue. And then the hedge to that would be open source. So just go over there and the app layer stuff by and large do not enab…”
Suds: Laundry-Folding Robots Will Arrive in Three to Four Years
“We're gonna go from, like, Waymo in, like, 15 cities to, like, robots folding your laundry in four years, three years from now, and it's gonna look really weird.”
Suds: AI code volume breaks traditional CI pipelines and raises costs
“Now you have 50 X more code to ship the exact same feature. It's breaking all the Pipelines and like traditional ways of testing, merging, shipping code. And now you basically like drive up your CI costs, you drive up costs associated, and like the speed goes …”