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 3 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 2 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
Cohen: Hello Patient has a 2-3 year head start over EHR incumbents
“I think we still have a two to three year head start to like really get good and ingrain and go sell and be like best in class at patient engagement because they're really that last 10% really does matter.”
Cohen: Incumbent EHR giants will not be unseated in 3-5 years
“Like, the EHRs aren't going anywhere. Epic has a complete, basically, like, oligopoly over the entire space. ModMen and Athena are massive companies. Like, I don't think anyone is unseating them in the next three to five years”
Cohen: Jony Ive and Sam Altman will announce AI glasses
“I think it's gonna be a pair of glasses. I think, like, that's the only form function that my, again, like, Johnny genuinely, like, understands the future, I think, of, god, I'm, like, going into acting mode, but, like, he genuinely understands the like, hardw…”