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 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
O'Driscoll: AI labs will throttle subscriptions and hike prices for compute
“You're going to see some compute rationally, people are going to start allocating tokens to the highest, effectively the highest bidder. You're going to see a lot of throttling, like, you're going to see these plans, like, that's why they shot Sora. You're goi…”
Lemkin: Bolt Outsourced Its AI Agent to Claude and Fell to Third
“So even Bolt, which was the early leader, they're now just at number three, They don't even have an AI agent anymore. They've outsourced it to Claude.”
Katz: Anthropic chose ClickHouse after asking Claude for a recommendation
“If you ask Anthropic how they chose to use ClickHouse, they'll tell you they asked Claude, what technology should we use for this specific observability use case? And Claude suggested ClickHouse.”
Lemkin: WSJ data shows Claude enterprise share jumped to 48%
“The wall street journal today published the market shares in the enterprise for open AI, Claude, Gemini and Grok. Grok is a rounding error going to the prior conversation, right? It's not making any progress. But everything is so multimodal that it said Gemini…”
Calacanis: Anthropic delayed Claude launch before ChatGPT over safety concerns
“In fact, they refused to release Claude before ChatGPT because he didn't think it was safe. They only released Claude under, under duress.”
Emberikos: Nearly all AI agents except Claude adopted OpenAI's agents.md standard
“Pretty much every agent except Claude uses agents.md, which is awesome.”
Green: Most regulated companies block access to Claude and ChatGPT
“Most big companies that are, like, financially regulated, you can't even go on to Claude or ChatGPT. Like, you can't even, like, get on the system to do work.”
Mollick: Claude can design and iterate playable app prototypes in one prompt
“You could tell Claude come up with 30 ideas for a product to serve, you know, market X, then rate them all on quality and feasibility level. Then create, this is one prompt, by the way, then create a playable prototype of the interface for the application. The…”