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 10 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
Scott Wu predicts AI will win IMO gold in 2025 or 2026
“I think it's probably gonna happen this year. And if not this year, then next year.”
Wu: Consumer AI will rebound within months via agent experiences
“To your point on consumer, you know, I actually think that I think that we'll probably see a resurgence actually in consumer over the next the next few months or so. And I think one of the big things I think that will actually flip that switch is is like a rea…”
Wu: Single-use software will become commonplace within a couple of years
“I think today, even still it's, it feels so outlandish, but I think a couple of years ago, a couple of years from now, this is going to be commonplace is single use software actually.”
Wu: AI will create roughly 10 to 20 new power-law businesses
“I think that a lot of the existing great businesses are going to do very well in the age of AI. I think there will be you know, in the neighborhood, I would say if kind of like you know, the 10 to 20 power law businesses of the new ones that come up from AI, y…”
Scott Wu: AI products will shift from Q&A search to autonomous agents
“And then the other thing that we felt really strongly about was that the product experience was going to shift from this kind of more Q and a text completion style products to basically an agent, you know, and practically I think what that means is I honestly,…”
Wu: AI will drastically reduce B2B software switching costs
“A lot of these a lot of these switching costs, you know, that exists, especially in these B to B businesses are just going to go way down, you know, and I'm sure we can all think of these companies that, you know, they only really thrive today because it is so…”
Wu: Users report Devin has become top committer in their codebases
“We've had users talking about how, how Devon's now quickly become become the number one committer in their code base and so on.”
Scott Wu: The AI industry rapidly flipped to completely focus on agents
“And now it's kind of like everyone in the space is talking about agents and the future of agents. You know, when we were doing this like here, no one really even believed that agents were like a thing, you know?”