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 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
Chaddha: AI startup growth expectations shifted from 1-3-10 to 1-10-50
“One, two, three used to be right in the metrics. You're a great company. One, three, 10. I think now it's one, 10, 50. For even the normal companies, the equivalent of SAS, that's expected of you.”
Chaddha: Single-person billion-dollar startups will be extremely rare
“Company building, 99% of the time,
Will be a team sport like American football, like basketball, but there is a lot of means also on Twitter X that then will be the single company, which will be a billion dollar company.
And again, that will be rare, right?”
Chaddha: AI companies must shift to consumption or outcome-based pricing
“Now we are moving into an era of consumption based pricing or outcome based pricing. I don't pay you per month. I pay you for what I use. And that's where this era is going, where I don't charge per user per month. I charge for the activity I do for you. I cha…”