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.

clear all ✕

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

Prediction Not checkable as stated
Ritter: Public AI training data is exhausted; commercial data is next
“Fundamentally, the harvesting of publicly available data has, for the most part, run its course, and Ilya Sutskiver said as much I love, you know, it's an interesting quote by saying, ah, AI data is fossil fuel for AI, and we've run out of it. And I generally …”
Gordon Ritter Jan 30, 2025 ▶ 45:22 How Emergence Capital Bet Early on Zoom, Salesforce, Veeva—& Now Together.ai · Sourcery with Molly O'Shea
Prediction Not checkable as stated
Ritter: 2025 tech IPO window unlikely to be as good as hoped
“I I'm not sure that the IPO markets are going to be as good as I had hoped coming into twenty-twenty-five.”
Gordon Ritter Jan 30, 2025 ▶ 9:31 How Emergence Capital Bet Early on Zoom, Salesforce, Veeva—& Now Together.ai · Sourcery with Molly O'Shea
Prediction Not checkable as stated
Ritter: Leaked Corporate IP Risks Becoming Globally Accessible via AI Models
“That is going to be more and more of an issue going forward because these models, one person who has a chance to share information about how something is done that is a piece of either business process or IP, one person, and that is now not just out to, you kn…”
Gordon Ritter Jan 30, 2025 ▶ 52:07 How Emergence Capital Bet Early on Zoom, Salesforce, Veeva—& Now Together.ai · Sourcery with Molly O'Shea
Prediction Open · timeframe Dec 2025
Ritter: Interest rates probably will not drop and may rise
“Interest rates are probably not going down. My bet is that they're Either going to kind of stay where they are, which is fine for kind of absolute, you know levels, but we have some potential policies coming that could drive up interest rates and basically inf…”
Gordon Ritter Jan 30, 2025 ▶ 8:35 How Emergence Capital Bet Early on Zoom, Salesforce, Veeva—& Now Together.ai · Sourcery with Molly O'Shea
Prediction Not checkable as stated
Ritter: Voice and Hardware Modalities Will Open Whole New Software Categories Like Mobile
“And I think one of the things we believe is there's going to be a whole new, if the mobile device was something that opened up a whole new category of software for mobile devices, we've got devices companies like Bland that may open it up for voice in unique n…”
Gordon Ritter Jan 30, 2025 ▶ 1:21:01 How Emergence Capital Bet Early on Zoom, Salesforce, Veeva—& Now Together.ai · Sourcery with Molly O'Shea
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