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 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
Coogan: Stolen AI Model Weights Are Far More Usable Than Web Codebases
“If you stole the code base to Facebook, And you were like, okay, I have all the code to Facebook. I'm going to launch Facebook to.com. Well, you don't have any of the users. People aren't going to your website. It's not valuable, but with the large language mo…”
Coogan: AI Cybersecurity Is an Uncorrelated Way to Index on AI Growth
“I think there's something interesting and uncorrelated about doing cybersecurity for artificial intelligence companies where you could be indexed to the growth of artificial intelligence without directly needing, you know, some next benchmark to hit and you're…”
Coogan: Apple easily displaced Tile because Tile mimicked Apple's design aesthetic
“They've done this before with the tile app, which was a little tracker, a little Bluetooth tracker that you put on your keys. That business was doing phenomenally. Because everyone, no one wants to lose their keys. But the problem was, is that then Apple saw a…”
Coogan: DTC dog food outperforms because pets never churn from food fatigue
“So like dog food companies have been one of the few categories in direct to consumer that have done fantastically. And the reason is because your dog doesn't tell you if they're sick of their food. Like if you start a human food company, the human will be like…”