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 6 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
Tech Sector Is Over-Indexing on Foundation Models Instead of Context
“We're over-indexing on the model. I think models are great. But being able to take that model, package that, all that context, all that knowledge, all that training, and be able to deliver a solution to you is what the next big sort of revolution needs to be.”
Acquirers' Biggest Mistake Is Imperialistic Disrespect of Founder Intelligence
“The biggest mistake that people make during acquisitions is underestimate the intelligence of the people who built the business that you acquired. Because sometimes you take on the imperialistic attitude. I bought you, hence you must work for me.”
AI Handles Mainstream Tasks But Fails on Cybersecurity Edge Cases
“AI can be great at 80% use cases. We live in the .1% use case. We're looking for the needle in the haystack. AI is not good at looking at the, for every needle in the haystack.”
Overwhelming Teams With AI-Native Hires Forces Legacy Employees to Adapt
“We infuse those AI native people into teams and say, keep hiring until you get to make sure that these people are more people in that team than people who've been there before. So once you start overwhelming these teams with more AI native people, you start wa…”
Masayoshi Son: Double Down on Winning Investments Rather Than Fixing Losers
“He looked at me and says, if you put in that much effort on the company that's doubling, they might quadruple. We might make more money on the one that quadruples than you fixing the one that's broken. That's an insight. Like, that was an insight from him to m…”