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 84 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
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.”
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”
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.”
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.”
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…”
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.”
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.”
Saint-Marc: Cisco Outshift collaborates with Google on agent identity standards
“We work also very closely with Google on this and the A to A group. We are very active here.”
Anthropic previews Mythos model to around 50 critical infrastructure organizations
“The company is making a preview model of its new AI model called Mythos, available to about 50 companies and organizations that maintain critical infrastructure, including Amazon, Microsoft, Apple, Alphabet, and the Linux Foundation.”
Moore: Google has four standalone products on a16z's top AI list
“Like Google has four standalone products on our list, which if you had told me that 24 months ago when like Bard came out, the early version of Gemini, I would not have believed you.”
Manyika: Google releases new Gemini model generations every five to six months
“We now kind of on the cycle that Gemini models where every five, six months, there's the latest generation.”
Albergati: Meta Tried to Acquire DeepMind Before Google Did
“Meta, you know, they were so early on AI, they tried to acquire DeepMind, you know, before Google did and then sort of just lost focus on it.”
Google Has Lowest P/E Ratio Among Magnificent Seven Companies
“They're still the cheapest tech giant on the S and P 500 or of the magnificent seven, when you look at the PE ratio.”
Kurian: Google built an open agent-to-agent protocol and dev kit
“So what we've done at Google is build an agent development kit, which has an API through which you can, one, create agents. We provide you a tool set to do it. We provide you a set of tools that these agents can use, but we also have an open agent to agent pro…”
Kantrowitz: SimilarWeb Data Shows Gemini at 10.9M and DeepSeek at 16.5M Daily Visits
“Google's Gemini web traffic grew to 10.9 million average daily visits worldwide in March. That's up seven, four, 7.4% month over month, while daily visits to Copilot, that's Microsoft's bot, Increased to 2.4 million, up 2.1% from February. SimilarWeb also says…”
Kantrowitz: Google plans $75B in 2025 capex, up from $32.3B in 2023
“The company is planning to spend seventy five billion on expenditures like growing its family of AI models this year. That's a considerable jump from the 32.3 billion on capex it spent in 2023.”
Tech stocks plunged in pre-market trading after DeepSeek R1's release
“NVIDIA down 10%, Microsoft down four percent. Google down three percent meta down 2.6% SMP down two percent. So this is all based off of this deep seek reckoning or this deep seek realization.”
Mayer: Susan Wojcicki sourced Sundar Pichai before Mayer's committee hired him
“Susan Wojcicki hired Sundar. She was the head of ads. I was the head of search in product management... Susan sourced him. We hired him through the product management hiring committee of which I ran.”
Google explored using its LaMDA chatbot for gaming NPCs but never shipped
“I spoke with the founding product manager of Lambda, which is Google's original chatbot, and he said to me that they were exploring some use cases around how technology like that could be used for powering
NPCs within games.
The smartest minds built the origin…”