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
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.”
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.”
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?”