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.

clear all ✕

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

Opinion
Khare: India Lags Far Behind the US and Europe in AI
“But we're not seeing anywhere close to the amount of innovation or even applications companies built on innovative infrastructure out of India that we're seeing in the US and to some extent Europe and China as well.”
Dev Khare Mar 28, 2025 ▶ 1:07:35 Lightspeed’s $500M Bet On India With 1/3rd In AI Companies | Dev Khare | Neon Show
Opinion
Khare: Asian SaaS Companies Can Sell Identical Products in the US
“The product is the same. The market segments are slightly different. I think historically the view has been that the product also has to change... But at least both these companies have shown that product is the same.”
Dev Khare Mar 28, 2025 ▶ 1:04:08 Lightspeed’s $500M Bet On India With 1/3rd In AI Companies | Dev Khare | Neon Show
Opinion
Khare: Indian B2B Commerce Benefits From Global Supply Chains Leaving China
“There's a sub-flavor of that, which is India to the world BtoB commerce, that's done really well, and I think that, that is benefiting from a lot of supply chain shifting from China to other sources.”
Dev Khare Mar 28, 2025 ▶ 16:00 Lightspeed’s $500M Bet On India With 1/3rd In AI Companies | Dev Khare | Neon Show
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