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 9 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
Huang: Cursor, Claude, and OpenAI enterprise usage maintain strong margins
“Cursor, their margins are great. Claude's margins are great. For the enterprise use of OpenAI, their margins are great.”
Krishnan: Undetectable Backdoors in Coding Assistants Threaten Critical Infrastructure
“Interpretability is still a nascent field and you could very easily see ways where You plug a model into a cursor or windsurf and you generate a piece of code. And then two years down the road, it turns out that code had a little if statement saying, if I'm ru…”
Arora: AI Apps Automating Enterprise Workflows Is a Long Time Coming
“When they grow up, they're going to take over more and more of our tasks. And allow the repetitive task to go away so you can apply yourself to new unique problems. But I think there's a long time coming.”
Mann: Anthropic built Claude Code because partner feedback was too slow
“So we love our partners like cursor and GitHub who have been using our models quite heavily, but the amount and the speed that we learn is much less if we don't have a direct relationship with our coding users. So launching cloud code was really essential for …”
Gil: AI coding market has consolidated into a few key players
“Encoding, it seems like it's consolidated into two or three players. You know, maybe that's Cursor, Codium, Cognition, and then Microsoft, Microsoft's like Copilot, right? But there aren't probably like two dozen companies that are all still competing there.”
Huang: Every engineer at NVIDIA pervasively uses Cursor
“We are using, we use cursor here, and we use cursor pervasively here. Every engineer uses it”
Pereyra: Narrow AI point solutions fail to leverage generalist model power
“If you had built something where it's like all this does is like check that your Python code doesn't have bugs, which you could have done better with 3.5, like you wouldn't have built something like cursor. And the intuition was just these models can help you …”