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 4 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
Liu: OpenAI and Anthropic have over $80 billion in combined revenue
“Take opening Ionanthropic alone, right? Let's just say they have a combined revenue probably of like eighty million plus, right? Or eighty billion, sorry, plus right now up from like basically zero a few years ago.”
Liu: AI models will never have infinite context windows due to physics
“I just don't think we're ever going to get to a point to where like a, an AI model can like have infinite context window. Right. And I think there's like a physics to that, right? Like you could just literally only have so much attention on like so much, you k…”
Liu: Benchmark memo told portfolio companies to radically rethink operations for AI
“One of the benchmark partners sent out this memo about, like, you know, it was basically a wake-up call to all of the portfolio companies to, like, you know, get with the program and, like, really radically rethink how you operate your business, like, immediat…”
Liu: Agent market will split into unscalable prototypes and clunky builders
“Where I see the landscape fragmenting into like, there's going to be really easy, fun kind of prototyping tools and products that are kind of like easy to get started with, but then ultimately don't scale with you as you want to become like a real serious ente…”