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
Houston: Most AI commercial value will come from level-1 and level-2 tools
“In self-driving they have like level five full autonomy, like totally self-driving human out of the loop, but a lot of the commercial value gets created at like the level one, level two, like, all right, let's give people a working search box. Let's actually g…”
Houston: Dash avoids the six-month, $50K setup of competitors like Glean
“Well, and then I think that the big thing our customers really want or where Dash fits in there versus Glean or some other companies is like, you don't have to spend six months and 50 grand to get started.”
Houston: Dropbox draws a hard line against adopting advertising
“We're just going to draw a hard line. We're never, we're just not going to do that. Because of this trust conflict or this incentive conflict we would have.”
Houston: Copilot lacks Slack context and Gemini lacks Salesforce data
“Copilot doesn't know about your Slack and Gemini doesn't know about your Salesforce.”