The Ledger
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why aren't all 5 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
Lloyd: Anthropic API Margins Are 60%, OpenAI Margins Are 50%
“Anthropic has a big margin on their API business right now. What I've heard is 60% margin on Anthropic's API. I've heard 50% on OpenAI.”
Lloyd: OpenAI and Anthropic models beat Google's Gemini in coding benchmarks
“The two leaders are GPT-V and the Claude models, and so we measure them. Like, first of all, it's like, it's not so much gut. It's like we literally We have a whole bunch of benchmarks. We run sweet bench. We run terminal bench. Claude and GPT-V are the two be…”
Lloyd: Warp has 700,000 users, outpacing Claude Code and OpenAI Codex
“We have way, way more users than Cloud Code, for instance, or Codex. We have 700,000 users because we've been doing this for Five years.”