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 9 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
Pei: Voice-Generated AI Apps Will Allow Smaller OSs to Challenge iOS
“In the future, you can just speak what app you want into the phone and that app shows up. So then that gives a smaller company like us the ability to compete with iOS, which has, I don't know, a 1,000,002 million apps already, but we can empower every normal p…”
Kamath: Invested in Nothing expecting an AI company buyout
“Hence actually the nothing bet, because I always thought AI company will come in and buy them out at some point.”
Kamath: Nothing's revenue grew from $500M to about $900M
“The sales look great. I think they went from 500 mil last year to about 900 mil this year.”
Pei: Nothing manufactured its first earbuds with a blacklisted Chinese factory
“We went to the worst factory. Like the factory, if they didn't take us on as a client, they would go out of business immediately. In China, because they were on the blacklist of a lot of other people for quality issues.”
Pei: Hardware founders should work for an existing company first
“Like instead of starting your own company, work for somebody else. If there's so many mistakes you can make in our industry. If I didn't do it like once before, the chances of failure would have been way higher.”
Pei: Smartphone Startups Only Need a Niche Fanbase Given Market Size
“We don't have to have everybody love us. It's okay if 90% of people don't care about us or hate us, as long as we get a niche group of consumers who really love us. That works in our industry because it's so big. Maybe it doesn't work for smaller categories.”
Pei: Design Differentiation Is Much Faster for Hardware Startups Than Tech
“So for us, we chose to differentiate through design because it was the fastest way to differentiate. If we picked, you know, technology, it would take years to play out. A lot of investment, a lot of years.”