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 4 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 Open · timeframe Jul 2031
Cook: Keyboards and mice will be obsolete within five years
“We're gonna look back in five years and say, of course we're not using keyboards and mice anymore. Like, we've come up with a better way to interact with intelligence.”
Max Cook Jul 19, 2026 ▶ 5:10 AMD, Starcloud, Coatue..10 Hot Takes From The Biggest Names in AI · Sourcery with Molly O'Shea
Prediction Not checkable as stated
Cook: Mobile apps will consolidate to 2-4 agentic AI interfaces
“We're going from a world in which you have 60 to 80 apps to an agentic AI world where you've got a lot fewer than that. Two, three, four apps where everything else plugs in as an API or an MCP.”
Max Cook Jul 19, 2026 ▶ 1:51 AMD, Starcloud, Coatue..10 Hot Takes From The Biggest Names in AI · Sourcery with Molly O'Shea
Assertion Supported
Cook: Enterprise open-source LLM spend dropped from 19% to 11%
“Enterprise LLM spend was 19% open source last year, and it's 11% this year. So it's dropped.”
Max Cook Jul 19, 2026 ▶ 7:33 AMD, Starcloud, Coatue..10 Hot Takes From The Biggest Names in AI · Sourcery with Molly O'Shea
Insight
Cook: Open source rules production, while closed models dominate discovery
“Jesse's explanation, I think, is the correct one, which is that open source is good for production grade, like production scale workflows. Yet we're so early in this AI journey that there's not that many production grade workflows. And so if you are trying to …”
Max Cook Jul 19, 2026 ▶ 7:53 AMD, Starcloud, Coatue..10 Hot Takes From The Biggest Names in AI · Sourcery with Molly O'Shea
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