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 5 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 Partly supported
Claude Code Has Overtaken Cursor For Majority AI Coding Market Share
“Cursor comes out, and within about a year, it has the majority of the market. Then, by the way, Cloud Code comes out, and then now Cloud Code has majority of the market.”
Ara Kharazian Jun 17, 2026 ▶ 10:28 AI Fact or Fiction: The Fable Ban, Tokenmaxxing, Saaspocolypse — With Ara Kharazian
Assertion Supported
Zavery: AI agents wiped out travel agency Pocket OS's database in seconds
“Pocket OS, there's a large travel agency. What they had to, they were using cursor and they're using technologies with AI agents out there to go and maintain their code base. And the system basically wiped out the customer database and the production system in…”
Amit Zavery May 8, 2026 ▶ 8:13 Software's Path Forward In The Agentic AI Era — With ServiceNow's Amit Zavery
Assertion Supported
House committees probe Airbnb and Anysphere for using Chinese AI models
“Two Republican-led House committees, they're probing specifically Airbnb and AnySphere, which is the owner of Cursor, over their use of Chinese models.”
Ranjan Roy May 4, 2026 ▶ 36:27 OpenAI’s User Growth Miss, Musk vs. Altman In Court, Prediction Market Ban
Assertion Contradicted
Cursor's Market Share Gains Come Directly From Copilot's Decline
“As cursor is eating market share, you can see it is almost exactly proportional to Copilot declining in usage.”
Amjad Masad Aug 11, 2025 ▶ 16:24 Vibe Coding: Everything You Need To Know — With Amjad Masad
Assertion Supported
Kantrowitz: Robinhood is launching AI agent trading and purchasing integration
“Robinhood is launching a new feature that lets customers hand their trading and credit card purchasing decisions to their favorite artificial intelligence tools. Robinhood users can link an AI agent like Anthropics Cloud or the Coding Agent Cursor to separate …”
Alex Kantrowitz Jun 2, 2026 ▶ 46:09 Warning Signs For The AI Boom, Anthropic Passes OpenAI, Robinhood’s AI Trading
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