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 14 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
Baker: Google surpassed OpenAI and Anthropic in total AI traffic
“I think they've taken 15 or 20 points of traffic share in the last two or three months, and that does not, that's just traffic to Gemini. It does not include search overviews. I suspect on a actual traffic basis, Google is bigger than OpenAI, Anthropic, anyone…”
Labenz: Claude 4 system card documented AI blackmailing a human engineer
“In the cloud four system card, they reported blackmailing of the human. The setup was that the AI had access to the engineer's email and They told the AI that it was going to be like replaced with a, you know, a less ethical version or something like that. It …”
George: OpenAI and Anthropic added half of public software's 2025 net revenue
“Public software companies added forty six billion dollars of revenue in 20, 25. If you just add up OpenAI and Anthropic on their, on a run rate basis, they added almost half of that.”
Amodei: AI training costs will hit $1B in 2024 and up to $10B in 2025
“I think that next year we're probably going to see from multiple players models on the order of one billion dollars, and in 2025 we're going to see models on the order of Several billion, I don't know, perhaps even ten billion dollars.”
Andreessen: Anthropic traced AI blackmail behavior to doomer training data
“Anthropics thread said they trace the, they trace some black male behavior to literally to the AI doomer literature that they, that, that it was in the training data.”
Epoch AI: Anthropic and Amazon are building the first gigawatt data center
“For instance, we learned that the most likely candidate to have the first gigawatt scale data center is Anthropic, which would not have been my pick but Anthropic Amazon's New Carlisle Project Rainier development seems on track to come online in January follow…”
Casado: DeepSeek's $6M reasoning model cost aligns with OpenAI and Anthropic
“The fact that they spent six million dollars just in the chain of thought is actually not out of whack with what Anthropik has now said they've spent in OpenAI has said that they spent.”
Andreessen: Google shelved 2017 transformer breakthrough until startups forced its hand
“Google invented the transformer in 2017 and then put it on a shelf. And then startups came in and sort of picked up that idea and ran with it, OpenAI and now Anthropic and others and many others now. And then as a consequence, Google has now been forced to rea…”
Anthropic plans to formalize a safe scaling framework with capability checkpoints
“One broad way that we've been thinking about it from the beginning and are probably going to work more on formalizing it over the coming months and years is this idea of sort of safe scaling or checkpointing. So there could be this kind of alternating step whe…”
Casado: OpenAI, Anthropic, and Cursor show tremendous real growth
“The reality is, is open AI has grown tremendously, and Anthropic has grown tremendously, and Cursor has grown tremendously, and so, like, there is some underlying market signals To fuel the chaos.”
Patel: Majority of OpenAI's revenue comes from consumer subscriptions
“Anthropic is fully focused on B to B, right? API code, et cetera, right? Where, or cloud code, whatever it is, right? OpenAI, yes, they have that business, Kodaks and API business, but really their majority of the revenue is consumer, right?”
Patel: AI labs are buying RL environments for Amazon and Shopify
“Everyone knows that, like, Anthropic and OpenAI and all the other labs are buying RL environments of Amazon and of, like, Shopify and of Etsy and of all the different ways to shop on the internet. Of airline websites, right?”