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 112 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
Fox: Users do 10% more queries for topics triggering AI overviews
“We announced we shared it at Google I.O. The people are doing 10% more queries for the types of queries that trigger AIO reviews.”
Morris: OpenAI front-ran Google's Math Olympiad announcement by three days
“And then you have open AI, like using the same system, not officially entering, not subjecting itself to the same type of controls and scrutiny and front running Google's announcement by three days.”
Google is quietly routing OpenAI's cloud compute contracts through CoreWeave
“OpenAI is contracting Google for Cloud Compute. Google is contracting CoreWeave to serve that compute.”
Kantrowitz: Google paid $2.4B to acqui-hire Windsurf leadership
“Google has paid 2.4 billion dollars to bring on some of the top leadership of windsurf”
Kantrowitz: OpenAI's Windsurf acquisition collapses as Google hires founders to DeepMind
“OpenAI's deal to buy Windsurf is off, and Google will instead hire the Windsurf CEO, Varun Mohan, co-founder Douglas Chen, and some of Windsurf's R&D employees from the company to join DeepMind. Google and Windsurf announced Friday.”
Cloudflare data shows AI crawlers send exponentially fewer visits than Google
“Now for Google, it's 18 pages crawled, one visit. OpenAI, it's 1500 pages crawled, One visit. Anthropic, it's, was, it's now gone up from 6000 to 60,000 pages crawled. One visit.”
ChatGPT traffic grew 13% month-over-month while other top websites declined
“If you look at the traffic change month over month, Google, at YouTube, Facebook, Instagram, all going down. ChatGPT up, 13% month over month. Then everything else that follows, X, WhatsApp, Wikipedia, Reddit, Yahoo Japan, All going down. And so, ChatGPT stand…”
Lemoine: Google penalized LaMDA for long conversations via reinforcement learning
“One of the goals that a, that Lambda had was to have, ah, as short of a conversation as possible, that still completed all of its other tasks. Like, have a productive conversation that gets to a positive end, but quicker rather than longer. So the longer a con…”
Marcus: Google's LaMDA Has No Sensors Perceiving the Physical World
“Lambda actually has fewer sensors than my watch. My watch has a lot of sensors and lamb doesn't really have anything sensing the real world, except for its linguistic input.”
Blake Lemoine confirms Google sent him a termination email
“That's a simple fact. I don't see any reason to conceal that.”
Siegler: Google and Amazon Depreciate Some Facilities Over 40 Years
“Amazon and Google in some cases are far longer. I think Google has some that are 40 years. Amazon might too.”
Kantrowitz: Eric Schmidt was booed at University of Arizona commencement
“Eric Schmidt, the former CEO of Google, was booed this week at the University of Arizona's graduation ceremony.”
Kantrowitz: Google's Gemini is available to military personnel on genai.mil
“There's a website, genai.mil, that's available to the people in the military here, and interestingly, Google, ah, is in there. Gemini's in there.”
Kantrowitz: Gemini 3.1 matches leading model performance at half the price
“Gemini, I think we have a new model from Gemini, Gemini, 3.1 that came out this week that is, you know, half the price of the other leading models and has about the same performance.”
Manyika: Google's flood AI covers 150 countries and 2 billion people
“Now, fast forward to today, we're making these river and flood predictions covering a 150 countries and places where more than two billion people live.”
Kantrowitz: Gemini chatbot web visits surged 647% while OpenAI grew 50%
“It's grown in 50% web visits January, 20, 25 to January, 20, 26. But the lead is shrinking and Google has, for instance, grown its web visits by not 50% like open AI, but 647%. In the same time period.”
Intrator: Google is building $50B in infrastructure while buying external capacity
“Google went out and just You know, released a press release where they're building fifty billion dollars worth of infrastructure while they're still buying from everyone else they can. Microsoft is building internally, and they're buying from lots of other pla…”
Venturo: Hyperscalers ran NVIDIA K80 fleets for 10 years before retiring them
“Last year is when we saw let's call it the hyperscalers that were around in the twenty-tenths, so Amazon, Microsoft, and Google, finally retire their NVIDIA K-eighty fleets, and the K-eighty was a GPU that was introduced in 2014. So it's, it was active in thei…”
Kantrowitz: Gemini 3 crushed the ARC-AGI benchmark and topped Chatbot Arena
“Gemini three smashes the benchmarks crushed on the Arc AGI test. It's currently at the top of the LM arena leaderboards”
Kantrowitz: Alphabet has surpassed Microsoft in market cap at $3.59 trillion
“Google today surpassed Microsoft in market cap. I mean, they're still both doing great. 3.59 trillion or so to 3.5 trillion.”
Google's AI flood forecasting model covers two billion people globally
“Our work on flood forecasting started in in 2017. Now we have a global model serving two billion people in 150 countries.”
Kantrowitz: Oracle carries $82B in debt with 450% debt-to-equity ratio
“Oracle is already high, highly leveraged. The company has a long-term debt of about Long-term debt of about eighty two billion at the end of August, and its debt to eight equity ratio was about 450%. By contrast, Google parent Alphabet debt to equity ratio was…”
Ten Million New Users Adopted Google Gemini for Image Capabilities
“Apparently ten million people who are new to Gemini use the app to use it for images.”
Google Announces $10 Billion AI Infrastructure Deal With Meta
“They just announced this is something that came up in our discord. They just announced this ten billion dollar deal with Meta for AI infrastructure.”
Reid: Google rolled out Gemini 2.5 Pro and deep search
“We rolled out Gemini, 2.5 pro and deep search. For our pro and ultra users in AI mode”
Siegler: Anthropic capped Big Tech investor ownership in fundraising documents
“Famously Anthropic, you know, apparently built into their fundraising documents that Those companies can only own up to a certain threshold, because they didn't want to be beholden”
Siegler: Google and Amazon combined own just north of 36% of Anthropic
“Google and Amazon combined, I believe if my math is correct from all these court documents that I sort of went through, but I believe it's roughly correct that I think them combined, those two combined own something just north of 36%.”
Kantrowitz: Huffington Post and Washington Post Lost Roughly Half Organic Search Traffic
“Traffic from organic search to Huffington Post's desktop and mobile websites just fell by over half in the past three years. Nearly by that much at the Washington Post.”
Hanna: Google data center consumed half the water in The Dalles, Oregon
“That is kind of pre AI in which we're focusing on the development of Google's hyperscaling And it wasn't until the Oregonians sued the city that we knew that half of the water consumption in the city was going to Google's data center.”
Kantrowitz: Google AI Overviews reached 1.5 billion monthly users in Q1
“Google revenue is was 90.2 billion
Ah, last, last quarter in Q-one.
Up 12% year over year.
Net income 34.5 billion.
Up 46% year over year.
AI overviews.
Is now at 1.5 billion users per month, up from one billion in October”
Kantrowitz: Google disclosed Gemini has 350 million monthly active users
“We got the first disclosure of user numbers of Gemini. So, third, three hundred fifty million monthly active users. It's the first disclosure of the metric.”
Newton: Most of NotebookLM's founding team quit Google after it went viral
“And then as soon as it went viral, most of the founding team of notebook LM quit to go do a startup.”
Kantrowitz: Google's experimental Gemini 1114 model currently tops the Chatbot Arena leaderboard
“They have a new experimental Gemini model. It's called Gemini exp one, four. And Do you know about, ah, Chatbot Arena where they test which is the best LLMs? It's currently sitting at the top of Chatbot Arena and kicking the butt of ChatGPT for O, O-one Previe…”
Lanzone: All major search engines will route queries between AI and links
“This is clearly whether it's Bing,
Or ChatGPT standalone or perplexity standalone with hitting all the databases they're hitting or now Apple and Google and how they're going to do it. They're all going to be doing that the same way. And so for some queries, i…”
Teller: Google Brain and Transformer foundations originated inside Alphabet's X lab
“One of the early things that we did was a thing which, when we graduated back to Google, was called Google Brain. Google Brain is the origin of much of what you now think of as Bard, and so that was an example in the earlier days of X of us making something, r…”
Teller: Project Loon worked technically but failed on commercial spectrum deals
“We built it. It was working. We were beaming LTE and five G 200 of thousands of people in multiple countries. We couldn't figure out how to get the business to close with the owners of the spectrum that we had to work through in those different companies. So w…”
Lemoine: Google's LaMDA incorporates machine vision and audio analysis algorithms
“Then, when you're adding all these other components, like Lambda has machine vision and audio analysis algorithms, it can literally look at a picture and hear a song through those mechanisms.”
Lemoine: LaMDA Is a Complex System, Not Just an LLM
“Lambda isn't a large language model. It has a large language model. That's one component of a much more complex system.”
Lemoine: Google's LaMDA is a chatbot-generating engine, not a single chatbot
“Lambda is not a chatbot. It is a system for generating chatbots, which adds a layer of complexity.”
Lemoine: Published LaMDA sentience interview combined nine separate sessions
“So that interview, so it was edited together from nine different interviews. Five were conducted by me. Four were conducted by my research collaborator inside Google.”
Chafkin: Palantir Won Major Army Contracts and Google's Project Maven
“Did Palantir, Palantir got a an eight hundred million dollar army contract, another four hundred million dollar contract. And he took over this project maven from Google. That's another forty million bucks a year.”
Ghonim: Google exerted diplomatic pressure regarding his detention during Egyptian revolution
“Google as the company have done some diplomatic effort to just try and help me out. Not, not to get me out, but just to make sure that I'm okay”
Kantrowitz: Google fell 8% after raising CapEx past $200B
“Google this week is down like eight percent and it dropped immediately after its earnings after It's capex went from went up to 205 more than two hundred billion in terms of its our AI infrastructure spent, right?”
Kantrowitz: Google Token Volume Grew to 3.2 Quadrillion Monthly
“Google gave this week they're now processing three quadrillion tokens. It's gone. It's at 9.7 trillion to 3.2 quadrillion per month in two years, according to Sundar Pichai”
Kantrowitz: Azure grows 40% quarterly while Google Cloud grows 62%
“Even though Azure has grown 40% a quarter, which is absurd, I guess, until you start to think that Google's grown 62% a quarter, albeit on a smaller base,”
Google Cloud achieved 63 percent growth to reach $20 billion quarterly
“Here we have a clear 63% growth to twenty billion dollars in a quarter for Google Cloud is nuts.”
Véliz: Google Flu Trends failed because search query data was too noisy
“When Google tried to predict flus and pandemic type events it tried for years and years and years, it increased the complexity, it increased the data, and it could never do it, and eventually it shut down.
Partly because it was relying on people's searches,
Pe…”
Saint-Marc: Cisco created Linux Foundation project Agency with Google, Oracle, Dell
“To back all this effort, we've actually created an open source project called Agency. And this, you know, became a Linux Foundation project with the backing of a few large formative members. Google, Oracle Red Hat were with us and Dell as well.”