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 5 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: Only hardware, model labs, and coding agents reach $100M quickly
“I think the third area where the revenue ramp is happening is coding agents, which is cursor and lovable. I can tell you everything else is slow, which is to get to zero to a hundred, it ain't happening in one year. So it's hardware. Models, and these coding o…”
Chaddha: AI hardware startups ramp revenue faster than Cursor and Lovable
“That's what is happening in hardware companies. They're ramping even faster than lovables and cursors.”
Chaddha: Very few enterprises can actually do anything with AI currently
“If I look at enterprises, still early, lot of hype, but very few enterprises. Can actually do anything with this technology”