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 11 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
Gil Feig: Custom agent harnesses and workflow builders will become obsolete very soon
“You see a lot of people trying to build, like, a custom harness, or, You know use something like a workflow builder to build agents that are repeatable and all of that. And I just ultimately think none of it matters because we're almost at the point now where …”
Feig: AI agents cannot be trusted without hard data-leak guardrails
“We don't trust agents. We say, Hey, we can try to set rules, but there needs to be hard guardrails and blocks for things like sensitive data being sent across.”
Feig: AI Startups Raising at 100x–1,000x Multiples Will Face Failure and Layoffs
“We know specifically, like we know the numbers, we know sales figures for some of these companies raising at Hundreds of millions to billions, and again, we're looking at thousand x to, you know, hundred to thousand x multipliers, like, a lot of these companie…”
Shensi Ding: Companies over-engineer by training custom models instead of using generic LLMs
“One hot take that I have is that I've noticed a lot of companies, like, kind of over-engineering their, like, ML usage. Like, they'll have, like, They'll build their own custom models. They'll try to train their own models when really, like, you should, you co…”
Ding: Merge evaluates AI adoption as part of employee performance reviews
“Like, our whole team is really encouraged to do it, and if you don't do it does, it is a part of your performance.”
Feig: AI integration buyers understand their technical requirements far less than SaaS buyers
“When people are buying us for AI use cases, they actually don't really know what they're looking for as much as it was in the past, right? Like we would, yeah, you know, two, three years ago, we go to sell our unified platform to, you know, a classic SaaS comp…”
Ding: AI companies purchase software infrastructure much faster than traditional SaaS buyers
“Also a lot of these AI companies, they purchase much faster like a large financial services, like the deal cycles are definitely just longer. For SaaS platforms, shorter because sometimes we're selling to an existing product that already has product market fit…”
Feig: Merge screens candidates for AI enthusiasm rather than advanced tool usage
“We ask about it in the interview process. So what we're not looking for is I use the latest cutting edge, but we're looking for, you know, hey, I use it to code sometimes. My company doesn't let me use it to do all these things, but I really want to. That's wh…”
Ding: Merge Accelerated Revenue Significantly Without Adding Much Headcount
“Last year we didn't increase headcount that much, but our revenue accelerated pretty significantly. And so it's had, like, meaningful leverage on our business.”