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 1 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
Loiacono: Competing PBMs Faked Mandatory Federal Compensation Disclosures in 2023
“23 people needed to start reporting this information, people being pharmacy benefit managers and administrators like ourselves, Had to start reporting this information. And what we realized is people were faking it. They either weren't doing it or they were pr…”
Amazon threatened to boycott Columbia unless they suspended Roy Lee
“An Amazon executive sees this. They send a letter to Columbia saying, essentially, you need to expel this kid, or we're never going to hire you from your school anymore, and it's, like, a very thinly veiled threat. Columbia sees the letter. They loop me into a…”
Anderson: Heavily funded legal AI tools Harvey and Legora are GPT wrappers
“Harvey and Lagora were GPT wrappers when they started, and I think they're basically still GPT wrappers today. I think they know that that's a problem, by the way, that that doesn't provide a very significant moat, and they're trying to become more like system…”
Dheeraj Pandey claims no AI company currently has true multi-tenant architecture
“There is no AI company that's multi-tenant right now. There is no AI company that's multi-tenant.”
Robinson: 6sense will eventually sell below its liquidation preference
“Like what's going to happen to them is the same thing that happened to Infusionsoft. They will eventually sell for less than their preferred because that's the only path unless they can reinvent the, you know, what are they trying to do?”