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 8 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
Prince: Nvidia's power stance mirrors Intel's hubris in 2010
“When we talk with the folks at Nvidia, it feels a little bit like talking to Intel back You know, in our case in 2010, or Apple's case in 2005, where they were like, you're doing it wrong if you care about power efficiency.”
Nadler: Elite founders succeed through will to power, not rationalism
“I don't think if you build it, they will come is true. And nor would I say that, you know, Apple or Steve Jobs is a story if, that if you build it, they will come. To me, you know, Apple or Steve Jobs is a story that if you have extraordinary will to power And…”
Taylor: Large consumer giants like Apple, Google, and OpenAI will dominate personal agents
“My take is the domain of personal agents is probably of the very large consumer companies like Apple and Google and OpenAI and others that have big consumer brands.”
Goel: 3B parameter models are still too small and lack strong capabilities
“So the three V models are interesting, I think, but they aren't like, they're still small and not very capable.”
Sarah Guo predicts Apple will create interfaces for running local AI models
“And so I think there's a lot of developer demand, and I think it, like, foreshadows we should see Apple creating interfaces for running models locally as part of their ecosystem. That's my general prediction.”
Noon: Apple blocks iOS security tools while ignoring underlying vulnerabilities
“Even Apple, who's like so good at locking it down to the extent that, you know, Zuck is super sad or whatever, like we'll, we'll lock down the device and prevent, you know, the most, you know, obvious forms of cybersecurity software being made. But like, but t…”
Arora: Only two or three companies worldwide have billion-user distribution
“There are two or three companies in the world which have distribution of the billions, and whether it's Facebook with all their properties, whether it's Apple with their properties, Google with their properties, so they have the distribution.”
Gil: Apple may see an iPhone replacement cycle driven by on-device AI
“Like I wouldn't be surprised, for example, if Apple ended up with like another iPhone replacement cycle just for AI. Oh, we have a new chip that runs these, you know, they mentioned that they're gonna be working with smaller models that run these smaller model…”