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 470 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 16 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
OpenAI fired safety executive Ryan Beiermeister after she opposed AI erotica
“OpenAI has cut ties with one of its top safety executives on the grounds of sexual discrimination after she voiced opposition to the controversial rollout of AI Erotica in its ChatGPT product. The fast-growing artificial intelligence company fired the executiv…”
Adler: OpenAI skipped committed safety testing for GPT 5.3 Codex release
“And unfortunately, it seems like OpenAI's release of last week, GPT, 5.3 codex, one of the big breakthrough models we've been talking about. As I look over the evidence, It seems like open AI did not abide by the testing that they had committed to in various w…”
Ramaswamy: Closed US labs force American academics to use Chinese AI research
“What is happening right now is that it's the Chinese companies that are publishing their work. And what then happens is all the universities, all the students and professors in our country are looking at their work and figuring out how to build on top of it. A…”
Ramaswamy: Chinese open-source AI parity is a net positive for Western innovation
“So from a macro perspective, I would say that that is actually a positive because Mistral is going to figure out how to reverse engineer all of this stuff, stuff, and go one step forward, which will be good for Europe. And Reflection will figure out how to do …”
Roy: The Model of Charging High Prices for Narrow Software Is Dead
“These tools don't provide a ton of value. They, like, answered really specific problems, and that, like, software used to be take one really specific problem, own it, like, Charge people a lot of money to deliver relative value, but that's the kind of stuff th…”
Baratz claims rival quantum modalities cannot match D-Wave's speed and fidelity
“Frankly, I don't know how the other modalities compete at this point because they don't have the speed that our qubits have. I also don't know how the other superconducting companies compete because they don't have the fidelity. Error correction is going to be…”
Baratz calls industry claims of achieving logical qubits highly misleading
“You'll hear people say, oh, we have logical qubits. We have this many logical qubits. I want to be kind. That is a very misleading statement. These are not fully error-corrected qubits. They are small error correction. The number of compute terms that they can…”
Baratz claims all other quantum computing companies remain purely in R&D
“Unlike any other quantum computing company, which is entirely In the R&D and research experimentation mode, we have commercial systems, so we're also focused on building the business.”
Baratz predicts quantum computing will demonstrate AI energy efficiency by 2027
“I think we will start to see this benefit emerge this year or early next year.”
Demis Hassabis Rejects Yann LeCun's Stance That LLMs Are A Dead End
“No matter what camp you're in, we're gonna need Large foundation models as the key component of the final AGI systems. Of that, I'm sure. So, I don't, I'm not subscriber to someone like Jan LeCun who thinks, you know, that there's sort of some kind of dead end…”
Hassabis: AGI Must Mean Matching All Human Cognitive Capabilities
“I don't think AGI should be sort of turned into a marketing term or for commercial gain. I think there is always been a scientific definition of that. My definition of that is a system that that can exhibit all the cognitive capabilities humans can. And I mean…”
Baratz: D-Wave holds the only real-world quantum supremacy demonstration
“There is exactly one demonstration of true quantum supremacy on a useful real world problem that was done by D wave by our company. It was published in the peer reviewed journal science about a year ago. What we did was we demonstrated that our quantum compute…”
Baratz: Quantum Circuits' error-detecting superconducting qubits will win architecture race
“So we now have superconducting qubits that are a thousand times faster than trapped ion or neutral atom, but because of their inherent error detecting capability, they have qubit fidelity, just like trapped ion and neutral atom. Ah, that's the best of both wor…”
Ranjan Roy: OpenAI Will Crack LLM Advertising Ahead of Google
“I think OpenAI figures out LLM-based advertising ahead of Google.”
Mensch: AI competitors are investing billions in rapidly depreciating assets
“The challenge that we see with some of our competitors is that they're investing billions or hundreds of billions into creating assets that are deprecating very fast because those are commodities.”
Mensch: A single AGI system solving all problems will never exist
“There's no such thing as like one system that is going to be solving all of the problems of the world. And so at the end of the day, or you just don't believe in that context at all. It's never going to exist. I mean, there's, you have a wealth of problems, ju…”
Mensch: Open source is the only way to protect enterprise data assets
“It's also the only way in which you can create systems that are effectively using your, the folklore knowledge of your employees. That's the knowledge that you've accrued for decades. The only way in which to turn it into an asset that nobody gets access to is…”
Albergati: OpenAI chip push is about inference costs, not superintelligence
“So I think when you talk about like opening AI, building its own chips and data centers and all this stuff, that's all about like them for seeing the future where there's so many people using these things, those it's expensive to run in the data center. They'r…”
Albergati: Traditional web search is going to be gone
“I think traditional search is, like, is going to be just Gone.”
Cramer: Microsoft Azure's reported growth rate is overstated
“We need to see the real growth of Azure, which I think is overstated. Not, not, not illegal. The kind of thing that you have this weird confluence of Azure and whatever the hell they're doing it with the Sarah Fryer there.”
Cramer: OpenAI Has No Real Edge Over Competitors
“I don't think so, because they really don't have any real edge. You love your chat CPT. I love my Gemini.”
Cramer: Tax rich people heavily so everyone can have healthcare
“Tax people, tax rich people until they have, until a lot of money is taken away from them so that that can help healthcare. We have to give healthcare to people and that's everything. And anybody who's involved in the healthcare movement like I am just knows t…”
Kantrowitz: Meta will partner with Google or OpenAI on smart glasses
“Over the next year, you will see Meta bring in other AI models. You will see them partner with Google. You might see them partner with OpenAI.”
Kantrowitz: OpenAI is losing the enterprise AI market to Anthropic
“You've effectively, I wouldn't say you've seeded enterprise AI, but you're losing enterprise AI to Anthropic.”
Roy: OpenAI GPT-5 flopped and is losing the buzz cycle to Gemini
“OpenAI GPT five was a flop in terms of actually meeting the hype and Gemini three had people more excited than I've seen them in a long time around a model launch. So that's open AI's game and they are losing at it right now.”
Clegg: 'America First' tech strategy cannot defeat China or India long-term
“I would be very surprised if that is a workable strategy for the U.S. And at some point, I think there's going to be quite a big sort of falling of the scales from the eyes when they realize you can't beat, you certainly can't beat China like that. And I suspe…”
Clegg: Corporate PAC donations buy access to politicians, not decisions
“It's not, you're not buying a decision, you're buying an entry ticket into an event, which then get, you know, et cetera.”
Luria: Palantir is the best company in the world right now
“Palantir is the best company in the world right now. I'm not gonna even say the best software company. They're the best company in the world right now, because what they're able to do is go into a company and ask them, what's your biggest need right now? What …”
Luria: CoreWeave is the poster child for unhealthy AI debt financing
“CoreWeave, which is the poster child for the bad behavior that I'm talking about. We're talking about a startup that is borrowing money to build data centers for another startup. They're both losing tremendous amounts of cash, and yet they're somehow being abl…”
Luria: Falling GPU rental prices could trigger systemic AI debt defaults
“If we are here two years from now and there's hundreds of billions of dollars of debt, And the demand for AI stabilizes, or we built enough data centers to support the demand we have at that point in time, and the price for leasing pieces of AI for renting acc…”
Luria: OpenAI's $100 Billion 2027 Revenue Projection Is Completely Disingenuous
“So for them to say, oh, we're gonna have a hundred billion dollars of revenue by 2027, which Sam Altman just did, is completely disingenuous. He has no idea. He's competing against much bigger, more powerful companies that have technology that's at least as go…”
Luria: Three-year GPU depreciation would drastically cut Oracle and CoreWeave profits
“If you told Amazon and Microsoft, and certainly if you told companies like Oracle and CoreWeave, no, no, no, no. These chips will only generate meaningful revenue for three years. Their profitability would decline very dramatically. So again, from Microsoft, A…”
Luria: Three-year-old AI chips will not generate sufficient revenue to run
“And that's where we think in a three year timeframe, three year old chips will just not be able to do enough computations to be worth keeping them on. So either we replace them or we use them for much less important things. That will generate much less revenue…”
Luria: OpenAI won't make it if it builds datacenters and chips
“If they go down the current path, over committing, Deciding that they have to build their own data centers, they need their own hardware, they need their own chips, they won't make it.”
Luria: OpenAI is a negative gross margin business
“Open AI is a negative gross margin business. They claim they're not, but they are right. Which is to say it costs them more to answer your chat GPT question than they make revenue from you.”
Luria: Meta used a Blue Owl SPV to finance data centers off-balance-sheet
“The other thing that happened with Meta that was interesting is that when they Went out to borrow. They didn't borrow the capital. They created a special purpose vehicle, right? They went out with Blue Owl and they said, you know, we'll put a couple of billion…”
Suleyman: AI Training Is Not Data-Constrained Due To Synthetic Data
“We are not data constrained right now, we're generating vast amounts of high quality synthetic data, which is proving to be useful.”
Roy: OpenAI will certainly need a federal backstop for its spending commitments
“They almost will certainly need this government backstop to actually make this work.”
Kantrowitz: Humans will violently attack and destroy humanoid robots
“Well, I think we will definitely have a war among people and humanoid robots. It's without a doubt. Even if the humanoid robots don't assemble into the army, people will knock these things out and they're already burning Waymos. People don't like robots. They …”
Pangram Labs Pitched Medium Using Ongoing Wired Investigation Data
“There was something just suspect about the service provider that they use where it's like they, that at the same time, this article is coming out, that service provider is using the article to try to get me to hire them.”
AI Models Will Lack Reliable Information Beyond 2025 Without Creator Compensation
“The information they're pulling in, it is literally going to stop showing up on the internet. And it's like chat TPT will give you good advice for a 20, 25 and earlier, but nothing beyond that.”
Roy: OpenAI Is Least Trusted on Security Versus Microsoft, Google, Apple
“And I think open AI is probably the least trusted in terms of like working on security relative to like. Whether it's a Microsoft or a Google or even an Apple or whoever else, I think OpenAI is gonna lose that battle any day of the week.”
Kantrowitz: Zuckerberg Is Poaching Apple AI Talent Simply to Kneecap Them
“I think what Mark Zuckerberg is trying to do is just rate Apple of all of its top AI talent. Even though they haven't produced great results, He is, in my opinion, potentially just trying to completely kneecap its ability to execute on AI.”
Heitzman: Circular revenue deals between AI giants are a warning sign
“Well, it depends on who you are, and that kind of goes to the recycling or the circularness of some of these things. Obviously, the OpenAI, Microsoft, or OpenAI Oracle, goes back to the OpenAI Oracle deal. And, you know, I'm gonna give you money that you're go…”
Summers: Tech Industry's Unmet Demand Means AI Will Create Net Jobs
“As to whether it's going to create jobs or kill jobs, absolutely going to create jobs. There's so much unmet demand in our industry.”
Roy: AI Infrastructure Investments Only Make Sense with Heavy-Compute AGI
“I think that the overall, the only way any of this makes sense is if we realize this vision of just like heavy compute AGI, which there's no real signs pointing to, at least that I can see.”