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 17 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
Osika: Invest in xAI's Grok and short OpenAI
“I'd invest in GroK, and I would probably short Anthropic. No, I would short OpenAI.”
O'Driscoll: Compute without a good model yields no revenue, citing Grok
“No compute equals no revenue, but compute and a shitty model also equals no revenue. See Grok for details, right?”
Osika: Buy Grok for business execution, short OpenAI on talent drain
“So I would buy Grok. I think they're also very ruthless in like finding business opportunities. We'll, we'll see about that, but I feel like they could be good at that. Even though Anthropic is my favorite, I love the culture and I love the, like the leadershi…”
Reyes: Cursor will struggle to stay model-independent and orient around Grok
“It's going to be a very hard story to become Model independent, or rather stay model independent when you're attached to a model lab. So they're going to want to push Grok, the models, the products are going to become increasingly oriented around Grok, and tha…”
O'Driscoll: Nvidia bought Groq to eliminate one of six margin threats
“There's only five or six people that can exert margin pressure at all on Nvidia. This was potentially one of them, and let's get it off the table.”
O'Driscoll: Nvidia's $20B Groq deal normalizes mega-acquisitions for tech buyers
“There's this, everyone, you know, six months ago, if you said, I think we should buy Cerebus or Grok for 20,000,000,020 billion, you're at one of these other companies, you know, five people would dump at you and say, idiots. Now you say it and they go, well, …”
Stebbings: Erotica is the largest use case for Grok media generation
“And it is the largest use case for Grok on their image and video generation is erotic creation.”
Osika: Grok has better team morale and trajectory than OpenAI and Anthropic
“I think it's more the slope on the Grok team. They have, they're doing something which I respect a lot, which is to hire missionaries for the data curation part, and they call it AI tutoring. And they I think the morale is much, much better in that team than b…”
Singlehurst: Baillie Gifford wouldn't buy OpenAI, Grok, or Anthropic currently
“I think at the moment I would say that I would buy none of them. And it's not because I have a particular, and it's not because I'm critical of those businesses. It's because I don't know what the answer is to enduring competitive advantage at the large langua…”
Biilmann: Would buy Anthropic over OpenAI and Grok at current valuations
“I would probably go for Anthropic. It's a really interesting thing from the outside where a lot of their motivation started around these like safety concerns and like, how do we allow the models to not take over the world and so on. And I think after sort of a…”
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…”
AI Power Users Pay 10x Higher Subscription Prices Than Traditional Software
“You look at Grok, heavy, it's 300 a month. ChatGPT, 200 a month. Gemini Ultra, two 50 a month. So we're seeing 10 X higher prices paid, and you have consumption revenue on top of it. So for the power users, they're paying incredibly high subscription rates plu…”
Junestrand: Grok Will Not Be a Top Model for Enterprise Legal AI
“No, we're not going to throw Grok in there at all.”
Biilmann: Would sell Grok over OpenAI and Anthropic
“I would probably sell Grok. I still think like it sits a little more in a middle space”