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 12 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
Corkadillo: Apple is foolish to build custom chips instead of using NVIDIA
“Apple tries to create their own, they're idiots. They should be working with NVIDIA at the highest levels to figure it out.”
Corkadillo: Physical architecture will simplify as AR overlays take over complexity
“At a certain point, the overlap of the virtual world, right? Whether it's, we're living in ether, we're moving beyond ourselves or in the present day, that building environment is going to be very basic. What's going to actually become more complex is that vir…”
Corkadillo: Meta will win post-smartphone computing due to mass social adoption
“And, you know, I have my money on Zucks because you don't bet against it.
You always bet for the jockey, right?
Who's the jockey that's going to win?
I think Zucks is going to figure it out because I think he has the mass adoption of the social network.”
Corkadillo: Meta remains far ahead of Apple's overpriced VR headset
“And you know, if you put on a MetaQuest three compared to Apple's ridiculously overpriced headset, you're like, why would I pay for this when I have this option in front of me?
Zuck's still very far ahead.”
Corkadillo: Spatial computing and VR adoption is currently limited to teenagers
“I think the people that are going to adopt it right now, unfortunately, are 12 to 16 years old.”
Corkadillo: Smart contact lens mass adoption is 40 to 50 years away
“I don't think contacts are what we're going to see in our lifetime. I think that's a 40, 50 year adoption.”
Corkadillo: Ripping out physical finishes costs 100x more than digital visualization
“You can end up spending a hundred X what it would cost to visualize something when you want to rip out tile because you don't like the way it looks in real life.”
Corkadillo: Ultra-luxury real estate visualizations demand 100% accuracy and zero error
“You can't sell a fake view at that level. You can't say this is what the kitchen's gonna look like and then put in a different faucet. It might fly on a smaller residential or apartment, right? You're trying to lease an apartment that's different, but our team…”
Corkadillo: Most business operators will use virtual AI agents within 12 months
“I will predict it within 12 months here. Most operators and entrepreneurs will have virtual agents all around them doing menial tasks.”
Corkadillo: Uncaught structural clashes trigger $30K to $100K change orders
“And we're using that three D environment to run clash detections to see if HVAC ducts or saw fits or plumbing, Components are buildable before, you know, we get out into the field and realize that, Hey, this plumbing pipe runs right into a steel beam. Now you …”
Corkadillo: IKEA magazine images are 3D renders, not real photographs
“If you open up an Ikea magazine, you're flipping through, you're like, oh my God, that kitchen looks beautiful. Look at those bathrooms. Look at this. All those images are not real. They are photo. They were made in the virtual world and then put out there lik…”