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.

clear all ✕

why aren't all 4 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

Assertion Partly supported
Frosst: Cohere spent orders of magnitude less on models than competitors
“We have spent Orders of magnitude less on creating foundational models than some of the other foundational model companies out there. Truly orders of magnitude less.”
Nick Frosst Sep 1, 2025 ▶ 41:00 Cohere Founder, Nick Frosst: How To Compete with OpenAI & Anthropic, and Sam Altman’s AI Disservice · 20VC with Harry Stebbings
Assertion Contradicted
Aidan Gomez: There is no market for last year's AI models
“The reality of the matter is there's no market for last year's model.”
Aidan Gomez Aug 19, 2024 ▶ 0:00 Aidan Gomez: What No One Understands About Foundation Models | E1191 · 20VC with Harry Stebbings
Assertion Partly supported
Frosst: Fewer than 20 companies globally build foundational large language models
“Maybe there's like 10 companies in the world that are building, like, large language models. In the, yeah, maybe the, in, maybe there's like 15 in, I don't know, we'll have to figure out how, there's a few that have popped up recently. But there's some number,…”
Nick Frosst Sep 1, 2025 ▶ 3:41 Cohere Founder, Nick Frosst: How To Compete with OpenAI & Anthropic, and Sam Altman’s AI Disservice · 20VC with Harry Stebbings
Assertion Supported
Frosst: Cohere reached a $6.8 billion valuation in latest round
“Yeah. 6.8.”
Nick Frosst Sep 1, 2025 ▶ 46:50 Cohere Founder, Nick Frosst: How To Compete with OpenAI & Anthropic, and Sam Altman’s AI Disservice · 20VC with Harry Stebbings
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