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.

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why aren't all 41 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 Supported
Litt: Multiple preprint papers have appeared with identical AI-generated proofs
“Like, sometimes, you know, we've seen examples where, like, three or four or five papers with the exact same proof of the exact same theorem have come out in, within a couple days of each other, which is clearly, you know, some situation where someone's playin…”
Daniel Litt Sep 1, 2026 ▶ 37:46 Can AI Learn Mathematical Intuition?
Assertion Supported
Rampell: 15 percent of global adults use ChatGPT weekly
“Something like 15% of adults on planet Earth now use ChatGPT every single week.”
Alex Rampell Jan 19, 2026 ▶ 5:32 The AI Opportunity that goes beyond Models
Assertion Contradicted
Moore: Perplexity Comet browser launch traffic surpassed ChatGPT Atlas
“If you look at the data, like the spike at launch and the sustained traffic for Comet was actually much higher than for ChatGBT's own browser launch, Atlas, which is kind of crazy given how much more distribution ChatGBT has than Perplexity.”
Olivia Moore Dec 29, 2025 ▶ 11:02 Where does consumer AI stand at the end of 2025?
Assertion Supported
Evans: Claude has virtually no consumer usage despite top benchmark scores
“It's basically, the only consumer, Claude has basically no consumer usage, even though on the benchmark score it's the same. And then it's ChatGPT, and then halfway down the chart, it's Meta and Google.”
Benedict Evans Dec 12, 2025 ▶ 40:19 AI Eats the World: Benedict Evans on the Next Platform Shift
Assertion Supported
Sherman Wu: ChatGPT has reached 800 million weekly active users
“The first party app is a really great way to get, you know it was like eight hundred million wows or whatever now.”
Sherman Wu Nov 28, 2025 ▶ 10:04 How OpenAI Builds for 800 Million Weekly Users: Model Specialization and Fine-Tuning
Assertion Supported
Huang: More people program using ChatGPT today than C++
“The fact is there are more people who program computers using ChatGPT today than there are people who program computers using C++.”
Jensen Huang Mar 20, 2025 ▶ 31:20 Jensen Huang & Arthur Mensch: Why Every Nation Needs Its Own AI Strategy
Assertion Supported
Moore: ChatGPT Is 30x Larger Than Claude on Web, 80x on Mobile
“On web, they're 2.7 times bigger than Gemini. On mobile, they're 2.5 times bigger than Gemini. And then, despite, again, like, the kind of tech Twitter discourse Claude, they're almost 30 times bigger than Claude on web, and almost 80 times bigger than Claude …”
Olivia Moore Mar 10, 2026 ▶ 2:29 Inside a16z’s Top 100 AI Apps Report with Olivia Moore
Assertion Partly supported
Acharya: ChatGPT Has Reached 900 Million User Signups
“They have signups for nine hundred million people”
Anish Acharya Mar 10, 2026 ▶ 7:59 Inside a16z’s Top 100 AI Apps Report with Olivia Moore
Assertion Supported
Moore: Roughly One-Third of Americans Use AI Tools Monthly
“Like in the US, it's around probably a third of people are, Monthly active users of something like a ChatGPT.”
Olivia Moore Mar 10, 2026 ▶ 16:42 Inside a16z’s Top 100 AI Apps Report with Olivia Moore
Assertion Supported
George: ChatGPT reached 365 billion searches five times faster than Google
“The time to get to three hundred and sixty five billion searches on chat GPT was two years. The time for Google to get to three hundred and sixty five billion searches was 11 years.”
David George Jan 26, 2026 ▶ 9:25 The Biggest Bottlenecks For AI: Energy & Cooling
Assertion Supported
George: ChatGPT daily users average 30 minutes per day
“Active daily active users of chat GPT are ready today. Spend like 30 minutes at 20, 28, 29 minutes a day on the product. And, you know, to put that into context, I think Instagram's like 50 minutes a day and, you know, tick tock like Sadly, it's like 70 minute…”
David George Jan 26, 2026 ▶ 15:22 The Biggest Bottlenecks For AI: Energy & Cooling
Assertion Supported
Olivia Moore: Less than 10% of ChatGPT users tried rival LLMs in 2025
“For most of the year, less than 10% of ChatGPT users even visited another one of the big LLM providers.”
Olivia Moore Dec 29, 2025 ▶ 1:15 Where does consumer AI stand at the end of 2025?
Assertion Supported
Olivia Moore: Gemini hits 50% of ChatGPT scale on Android, 17% on iOS
“Like, if you look at Android, Gemini is at, like, 50% of ChatGPT's scale on mobile, whereas on iOS it's, like, 17%.”
Olivia Moore Dec 29, 2025 ▶ 13:03 Where does consumer AI stand at the end of 2025?
Assertion Supported
Evans: ChatGPT has 800-900 million weekly active users, 5% paying
“ChatGPT has got eight or nine hundred million weekly active users. Five percent of people are paying.”
Benedict Evans Dec 12, 2025 ▶ 21:34 AI Eats the World: Benedict Evans on the Next Platform Shift
Assertion Supported
Sherman Wu: 10% of the global population uses ChatGPT weekly
“10% of the globe uses it weekly.”
Sherman Wu Nov 28, 2025 ▶ 0:08 How OpenAI Builds for 800 Million Weekly Users: Model Specialization and Fine-Tuning
Assertion Supported
Acharya: Consumers are paying up to $300 monthly for AI subscriptions
“The top chat GPT SKU is 200 a month. The top Gemini SKU Google Ultra is two 50. And then Grok is 300 a month. And consumers are actually paying that amount.”
Anish Acharya Oct 22, 2025 ▶ 7:39 Why Creativity Will Matter More Than Code | Kevin Rose and Anish Acharya
Assertion Supported
Google Gemini reaches half of ChatGPT's mobile app traffic
“Gemini was number two. It was right behind ChatGPT. It has just about 10% of ChatGPT's traffic on web, but it's much closer on mobile. It's like half of ChatGPT's traffic on the mobile app, which is interesting. It's mostly Android users, which I think you wou…”
Olivia Moore Aug 27, 2025 ▶ 4:28 The Top 100 Most Used AI Apps in 2025
Assertion Supported
Acharya: DeepSeek offered reasoning models for free vs OpenAI's paid tier
“So, one I think important nuance is the fact that they released their reasoning model for free at scale, so previously you had to use O-one Pro, and you had to pay ChatGPT's premium subscription to get access to it.”
Anish Acharya Mar 26, 2025 ▶ 4:55 The Top 100 GenAI Products, Ranked and Explained
Assertion Supported
Immerman: 10% of consumers name ChatGPT as primary search engine
“10% of consumers, they're now referring to ChatGPT as their search engine of choice.”
Alex Immerman Dec 9, 2024 ▶ 4:22 The 2025 AI Search Race
Assertion Partly supported
Andreessen: GPT-4 can write screenplays using the Save the Cat framework
“One of the things you can do with like GPT-IV, you know, with like ChatGPT or with whatever, you know, Bing, Bing Chat or whatever you can actually use it will write you screenplays today, and what you can do, you can just tell it, write me a screenplay about,…”
Marc Andreessen Oct 1, 2023 ▶ 53:17 What is the Future of Hollywood?
Assertion Partly supported
Sal Khan: 40% of teachers used ChatGPT within months of release
“Within a month or two, 40% of teachers were using this very imperfect tool for themselves for things like lesson planning, and students were already using it”
Sal Khan Jul 27, 2023 ▶ 10:46 Classroom 2050: Unleashing AI, XR, Gaming
Prediction Held up
Yang: OpenAI Will Integrate Personal Agent Capabilities Directly Into ChatGPT
“I mean, I think that's what Peter Steinberg is working out at OpenAI, right? Yeah. He's probably going to build something to ChatGPT, which everybody uses so that ChatGPT can actually get stuff done for you and, like, maybe feels more human.”
Peter Yang Apr 6, 2026 ▶ 9:00 OpenClaw, Claude Code, and the Future of Software | Peter Yang on The a16z Show
Assertion Supported
Moore: Claude and ChatGPT App Stores Share Only 11% Overlap
“If you actually look at the app stores that are emerging on Cloud and ChatGPT, they both have 200 plus apps, but there's only 11% overlap.”
Olivia Moore Mar 10, 2026 ▶ 3:24 Inside a16z’s Top 100 AI Apps Report with Olivia Moore
Assertion Partly supported
Moore: OpenAI's Sora Reached 1 Million Users Faster Than ChatGPT
“And they actually hit a million users faster than ChatGPT itself.”
Olivia Moore Mar 10, 2026 ▶ 21:43 Inside a16z’s Top 100 AI Apps Report with Olivia Moore
Assertion Partly supported
Moore: ChatGPT web visits remained flat from February 2023 to February 2024
“Between February, 20, 23, basically for a whole year through February, 20, 24, it was essentially flat in monthly visits to the website.”
Olivia Moore Mar 26, 2025 ▶ 20:08 The Top 100 GenAI Products, Ranked and Explained
Assertion Supported
Moore: DeepSeek mobile app achieves 7% 30-day retention versus ChatGPT's 9%
“On a retention basis, like, how many users are coming back to the app, say, Exactly 30 days, exactly seven days, exactly 60 days. It's just slightly below ChatGPT. So we're looking at seven percent day 30 for DeepSeq and nine percent day 30 for ChatGPT.”
Olivia Moore Mar 26, 2025 ▶ 24:26 The Top 100 GenAI Products, Ranked and Explained
Assertion Supported
Moore: ChatGPT doubled weekly active users to 400M in six months
“In the past six months, they grew from two hundred million to four hundred million weekly active users.”
Olivia Moore Mar 26, 2025 ▶ 20:51 The Top 100 GenAI Products, Ranked and Explained
Assertion Supported
Moore: DeepSeek reached #2 AI web product within a week of launch
“We only had 10 days of data for Deep Seek for January, because it launched at the end of the month, and it shot up from literally nothing to number two on the list, you know, 10% of ChatGPT scale on web within a week, a little bit more than a week.”
Olivia Moore Mar 26, 2025 ▶ 23:34 The Top 100 GenAI Products, Ranked and Explained
Assertion Partly supported
Casado: Leading AI consumer products launch web-first before releasing APIs
“Anecdotally, other than like, say, maybe like mid-journey and Discord, all of these are web technologies, like ChatGPT, Ideogram, like all of them, Claude, I mean, it seems like that the first place that they land is a website, and then maybe an API, which you…”
Martin Casado Mar 7, 2025 ▶ 9:51 Agent Experience: Building an Open Web for the AI Era
Assertion Supported
Long: Social engineering attacks rose over 4x since ChatGPT launch
“So since ChatGPT came out a little over two years ago, we've seen over a four X increase in social engineering attacks.”
Brian C. Long Feb 28, 2025 ▶ 2:09 How to spot an AI Deepfake
Assertion Supported
Most top web AI companion apps rely on uncensored models
“Most of them were actually uncensored models. So not to say they were all NSFW, because that isn't necessarily the use case, but they allow you more freedom to talk about different topics, do different things than you can do if you were just trying to use Chat…”
Olivia Moore Jun 4, 2024 ▶ 5:40 The Top 100 GenAI Consumer Apps
Assertion Supported
Andreessen: ChatGPT stemmed from Alec Radford's early LLM work at OpenAI
“The origin story of even, even ChatGPT is this is not what OpenAI actually started to do. They started to do something different, and then there was actually one guy who actually his name is, I think Alec Radford, and he literally was, like, off in the corner …”
Marc Andreessen Mar 13, 2024 ▶ 4:27 America Needs More Techno-Optimism, with Marc Andreessen and Tyler Cowen
Assertion Supported
A Colombian judge wrote an official court opinion using ChatGPT
“A Colombian judge recently wrote one of their opinions using ChatGPT.”
Joshua Browder Mar 1, 2023 ▶ 23:57 The Robot Lawyer Resistance with Joshua Browder of DoNotPay
Assertion Supported
Moore: ChatGPT Reaches 10% Global Weekly Active User Penetration
“ChatGPT is by far the biggest global AI product, and still only 10% of the global population is using it on a weekly active basis.”
Olivia Moore Mar 10, 2026 ▶ 0:33 Inside a16z’s Top 100 AI Apps Report with Olivia Moore
Assertion Supported
Moore: China Has Lowest Combined ChatGPT and Gemini Usage at 15%
“They actually have the lowest combined Chachi, BT, and Gemini usage of any country. It's only 15%.”
Olivia Moore Mar 10, 2026 ▶ 12:03 Inside a16z’s Top 100 AI Apps Report with Olivia Moore
Assertion Partly supported
Kim: Five of top 10 iOS productivity apps are Google, ChatGPT #1
“If you go to app store today, top five out of top 10 productivity apps are all Google. It's insane. And Chachi B is number one.”
Bryan Kim Dec 29, 2025 ▶ 8:04 Where does consumer AI stand at the end of 2025?
Assertion Supported
Kuyda: OpenAI research shows one-third of ChatGPT usage is writing help
“OpenAI published one of those research one of those studies showing that these are, in fact, the main use cases for Chagipty. I think a third of all, all of the use was around writing writing help.”
Eugenia Kuyda Nov 5, 2025 ▶ 3:13 Seeing The Future from AI Companions to Personal Software
Assertion Supported
Agarwala: HHS deployed enterprise-secure ChatGPT across the entire agency
“HHS rolled out across, you know, agency-wide an enterprise secure version of ChatGPT”
Vineeta Agarwala Sep 23, 2025 ▶ 51:51 Taking Bold Bets: NIH and the Future of Biomedical Science
Assertion Supported
Acharya: ChatGPT has roughly 500 million monthly active users
“ChatGPD has about five hundred million monthly active users.”
Anish Acharya May 24, 2025 ▶ 6:47 Sovereign AI: Why Nations Are Building Their Own Models
Assertion Supported
Murati: ChatGPT uses same core model as OpenAI API plus RLHF
“It's fundamentally the same technology, maybe with a small difference, with reinforcement learning, with human feedback. For ChatGPT, but it's fundamentally the same technology, and the reaction, and the ability to grab people's imagination, and to get them to…”
Mira Murati Sep 25, 2023 ▶ 6:45 Where We Go From Here with OpenAI's Mira Murati
Assertion Supported
Murati: WebGPT was the direct retrieval-based precursor to ChatGPT
“The precursor to ChatGPT was actually another project that we called WebGPT, and it used, ah, retrieval. To be able to get information and cite sources.”
Mira Murati Sep 25, 2023 ▶ 13:41 Where We Go From Here with OpenAI's Mira Murati
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