The Ledger
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why aren't all 2 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
Ravikumar: SaaS companies with raw, unannotated data will struggle in AI
“It's not about volume of data. It's about how good the data is and how much have you annotated the data to actually do something meaningful with it from an AI perspective. And so the companies in the SaaS world that just ingested data have no idea what data th…”
Ravikumar: Usage and gross retention define product-market fit in AI
“I think in the AI world, to me, the leading indicator of product market fit is actually usage. And can you actually predict number of tokens, what the user is doing on the product? Are they consistently using it every day? Are they consistently using it every …”