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 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
Jain: High probability customer service AI startup Sierra gets killed
“There's a very high chance Sierra will get killed.”
Jain: Sierra and Decagon's reported ARR is contracted, not deployed at scale
“And the reality of a lot of, in full reality, a lot of the so-called ARR that you see with some of these companies that you mentioned is actually contracted ARR. So none of this is ever actually deployed in production at scale. Find me one real customer from a…”
Jain: Customer service AI startups like Sierra emerged post-ChatGPT
“And then chat GPT happened and then everyone realized actually customer service is going to be the biggest market for AI. And they've been on the journey since then. You know, I think in customer experience in customer service, Sierra, Decagon, everything happ…”