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
Liu: Deploying frontier AI agents across enterprise should reach 100% penetration
“If you took like frontier agents today and deployed them into every one of these categories, you should get to a hundred percent.”
Liu: AI agent TAM is tens of trillions in white-collar GDP
“And, I mean, the TAM for that is, like, not even a trillion. It's, like, probably, like, the whole GDP of, like, all white-collar labor, which is, like, obviously many tens of trillions, right? Like, in, in even, like, the Western hemisphere alone.”
Wilkinson: Raising from Sequoia brings intense pressure that ruins founders' lives
“Like Sequoia who are like the most intense MFers in the world just joined the board. They're going to hold a gun to that person's head and say, you need to grow your company, 300% a year. You need to spend as much money as possible to go there, and that CEO's …”