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 9 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
Ball: Build Compelling Social Products First, Not Consumer Computing Platforms
“We have this ongoing lesson that trying to build the next big platform in computing, especially on the consumer side, less so on the enterprise side, you shouldn't seek to do it.
And by that, I mean, there's this classic example of we've always known that a qu…”
Isenberg: Microsoft Phi Models Fail in Many Practical Use Cases
“Microsoft also has their open model family. It's called FI. I think it's interesting if you care about smaller, faster, lower latency models. But for a lot of use cases I haven't seen it work very well.”
Isenberg: Micro-SaaS must target high polish in a niche market
“If you think about micro SaaS, you want to innovate in a niche and you want it to be high polished.
If you think about a plugin, what is a plugin?
A plugin is like a Shopify app.
You're like built on top of someone's ecosystem.
You're a WordPress app.
It's nic…”
Senra: 28 of Microsoft's first 30 employees were programmers
“The first 30 employees of Microsoft, 28 programmers,
Bill Gates, secretary and assistant, and Bill Gates, and Bill was doing all the sales.
He was all founder-led sales.”
Isenberg: Trimmed Google stock position to reallocate into Microsoft
“I had a bigger stake in Google and trimmed it a little bit. Roy, Royal Bank, and I trimmed it because of And put it into Microsoft basically.”
Isenberg: Niche AI software suites will emerge within 12 to 18 months
“But I think in 12 to 18 months, what we'll see is some of these suites come up. Of course, some of them will be from incumbents, like the Adobe's already starting that Microsoft Microsoft courses already starting that Microsoft designer, et cetera. But there's…”
Phan: OpenAI and Microsoft will ultimately become AI cloud infrastructure providers
“I think the long-term economics for OpenAI and Microsoft which obviously owns about, we'll end up owning 45, 49% of it, is they're gonna have to be kind of a cloud provider. And they're going to want as many people to plug in as possible.”