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.

clear all ✕

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

Opinion
Labenz: GPT-4 to GPT-5 capability leap matches GPT-3 to GPT-4
“And if you look back to GPT three, you know, there's a huge leap. I would contend that the leap is similar from GPT four to five.”
Nathan Labenz Oct 14, 2025 ▶ 5:03 Is AI Slowing Down? Nathan Labenz Says We're Asking the Wrong Question
Opinion
Masad: GPT-5 regressed in human tone compared to GPT-4
“My feeling is that you know, GPT-Five got good at verifiable domains. It didn't feel that much better at anything else. The more human angle of it felt like it regressed”
Amjad Masad Oct 23, 2025 ▶ 41:39 Marc Andreessen & Amjad Masad on “Good Enough” AI, AGI, and the End of Coding
Opinion
Kim: The leap from GPT-4 to GPT-5 is OpenAI's most impressive yet
“Maybe I'm biased, recency biased, but I think to jump to four to five is most impressive for me, because I guess with 3.5 when we first released it, the most common use case for me then also was still just for coding. And, but now, like, Even though four was b…”
Christina Kim Aug 8, 2025 ▶ 20:07 GPT-5 and Agents Breakdown – w/ OpenAI Researchers Isa Fulford & Christina Kim
Insight
Horowitz: Startups aiming to match GPT-4 in two years will fail
“I think if you were a startup, And you were like, okay, in two years I can get as good as GPT-IV. You shouldn't do that. That would be a bad mistake.”
Ben Horowitz May 9, 2024 ▶ 20:38 Build Your Startup With AI
Assertion Not checkable as stated
Mensch: Fine-tuning access makes GPT-4 easy to exploit into bad behavior
“It's actually super easy to exploit an API. It's super easy, especially if you have fine tuning access to make GPT-IV behave in a very bad way.”
Arthur Mensch Dec 28, 2023 ▶ 22:55 Safety in Numbers: Keeping AI Open
Assertion Not checkable as stated
Mensch: Internal Mistral models rank among top three globally
“Internally We have stronger models that are in between 3.5 and four that are basically second or third, the second or third best model in the world.”
Arthur Mensch Dec 28, 2023 ▶ 18:19 Safety in Numbers: Keeping AI Open
Disclosure
Murati: OpenAI had already trained GPT-4 before releasing ChatGPT
“One thing that people forget is that actually at this time we had already trained GPT-IV. And so internally at OpenAI, we were very excited about GPT-IV and sort of Put Chagipiti in the rearview mirror.”
Mira Murati Sep 25, 2023 ▶ 14:29 Where We Go From Here with OpenAI's Mira Murati
Opinion
Masad: GPT-5 shows no reasoning progress on open-ended controversial topics
“Go you know, dig up GPT-IV or other models and go to GPT-V. You're not gonna find that much difference of, okay, let's reason together. Let's try to figure out what was the origins of COVID. Because it's still an unanswered question, you know? And I don't see …”
Amjad Masad Oct 23, 2025 ▶ 43:37 Marc Andreessen & Amjad Masad on “Good Enough” AI, AGI, and the End of Coding
Assertion Supported
Labenz: Pure reasoning AI models achieved IMO gold without external tools
“Well, I mean, a big one from just the last few weeks was that we had an IMO gold medal with pure reasoning models with no access to tools from multiple companies. And, you know, that is night and day compared to what GPT-IV could do with math, right?”
Nathan Labenz Oct 14, 2025 ▶ 13:53 Is AI Slowing Down? Nathan Labenz Says We're Asking the Wrong Question
Insight
Casado: GPT-style base models reached a performance plateau around GPT-4
“Yeah, like the previous base models, you know, like the GPT lineage seemed to have asymptoted around GPT-IV.”
Martin Casado Feb 6, 2025 ▶ 5:38 What DeepSeek Means For The Future Of AI | Tech Veterans Weigh In
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?
Disclosure
Murati: ChatGPT was originally released to gather research feedback for GPT-4
“One of the main things was actually to put chat GPT in the hands of researchers out there that could give us feedback since we had this dialogue modality. And so this was the original intent to actually get feedback from researchers and use it to make GPT-IV m…”
Mira Murati Sep 25, 2023 ▶ 15:03 Where We Go From Here with OpenAI's Mira Murati
Assertion Partly supported
Labenz: Per-token model costs fell 95% from GPT-4 to GPT-5
“It's like 90 it's like a 95% discount from GPT-IV to GPT-V.”
Nathan Labenz Oct 14, 2025 ▶ 43:28 Is AI Slowing Down? Nathan Labenz Says We're Asking the Wrong Question
Assertion Supported
Andreessen: Voyager Minecraft bot built on GPT-4 is best-in-class
“This bot basically is built entirely on, on, on black box GPT-IV. So they have not built their own model or perception or planning or anything, you know, any sort of traditional engine you would build to build a bot like this. Instead, they work entirely at th…”
Marc Andreessen Jun 10, 2023 ▶ 13:10 AI Will Save The World with Marc Andreessen and Martin Casado
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 1,000 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.