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
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.”
Roy: Google Gemini is leveraging 1.8 quadrillion tokens
“And again, like, I think what I saw was at Google. It was like 1.8 quadrillion tokens now being leveraged by Gemini.”
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.”
Kantrowitz: Gemini 2.5 Pro and OpenAI o3 Tied at Top of LMSYS Leaderboard
“I'm looking at LM Arena right now. Number one model. It's actually a tie between Gemini, 2.5 pro and OpenAI's O-three. OpenAI takes the next couple of spots with chat GPT-Four-O latest and 4.5 preview.”
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…”