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 6 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
Liu: Agentic AI builders will replace legacy business software within years
“Every single business Should be creating apps this way and probably replacing is, you know over the next few years, like old legacy software with this.”
Puri: Airtable Cannot Reach $100B Without Replacing Excel
“So air table air table, it would have to basically replace Excel in the corporate world for it to do this. Otherwise it will not be a hundred billion dollar company.”
Puri: Unbundling Excel's calculation engine is a massive startup opportunity
“What Airtable did was Airtable took the part of Excel that's just rows of information, and they made that sexy. But what they didn't do is calculation. People use Excel for calculation and charting, and Airtable doesn't do that. So if you did the calculation a…”
Liu: Airtable auto-generates HeyGen avatar videos directly from database rows
“We actually have a setup internally where we can now generate an avatar video powered by HeyGen automatically from content in a row of Airtable.”
Gil: Invested in Notion, Airtable, and Retool without a thesis
“I invested in Notion, Airtable, and Retool within, I don't know, two years of each other, whatever the time frame was. But at the time, there was no low code, no code. Kind of thesis. It was just, these are really interesting founders working in interesting ar…”