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 9 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 Supported
Meta AI leaders discussed temporarily licensing Google Gemini for their products
“The leaders of Meta's AI division Have instead discussed temporarily licensing Gemini to power the company's AI product.”
Alex Kantrowitz Mar 16, 2026 ▶ 50:49 AI Backlash Intensifies, Nvidia GTC Preview, Meta’s Embarrassing Delay
Assertion Not checkable as stated
Medium Loses 100 Google Clicks for Every One Click From Google Gemini
“I would estimate that we lose about a hundred clicks from traditional Google search for every one click we get back from a Gemini summary.”
Tony Stubblebine Oct 30, 2025 ▶ 43:31 Medium CEO Tony Stubblebine: Here's How Writing Evolves In The AI Era
Assertion Not checkable as stated
Medium's Google Search Click-Through Rate Dropped by Half After Gemini's Launch
“The click-through rate when Gemini launched dropped nearly in half.”
Tony Stubblebine Oct 30, 2025 ▶ 45:10 Medium CEO Tony Stubblebine: Here's How Writing Evolves In The AI Era
Opinion
Siegler: Apple's plan to power Siri with Gemini and third-party models is right
“They have obviously the deal in place with Google to use Gemini and Gemini is going to underpin You know, the Siri models and now the new reports that they're going to allow other third parties potentially to come in there, including obviously they've already…”
M.G. Siegler Apr 10, 2026 ▶ 42:33 More OpenAI C-Suite Drama, Is Siri Seriously Broken?, Meta’s Elusive Next Hit
Opinion
Siegler: Apple must replace Siri with an external large language model
“They've got to replace Siri with something else, whether it be ChatGPT, or Claude, or Google Gemini, or one of the other products, because this is just really table stakes stuff that they should, you know, they've been working on Siri for 15 plus years”
M.G. Siegler Jul 9, 2025 ▶ 2:35 Apple’s Anthropic Flirtation, Can Meta Build Superintelligence?, AI Browser Wars — With M.G. Siegler
Assertion Supported
Roy: Google Gemini reached 22% of consumer AI usage
“Like, Gemini is now at 22% of consumer AI usage, up from 13 and a half just a quarter ago, which was their code red.”
Ranjan Roy Jan 26, 2026 ▶ 16:55 OpenAI’s $50 Billion Fundraise, AI Advertising Game Theory, Apple’s AI Wearable Pin
Assertion Not checkable as stated
Apple Leans Toward Google Gemini for Siri Summarizer and Planner
“Apple has been leaning towards using a custom built Google Gemini model for the summarizer. And it's also considering using a Google model for the planner function as well.”
Alex Kantrowitz Sep 8, 2025 ▶ 4:49 Google’s Best Week Ever, AI’s Rising Costs, Putin and Xi’s Immortality Quest
Prediction Held up
Tytunovich: AI agent pricing will commoditize to free or modest tiers
“There's a hundred percent chance, and OpenAI already said it, and the same is going to go with Google Gemini and Chrome, their browser, and many others. It's going to be commoditized in terms of pricing. It's going to be either free or costing a modest price, …”
Guy Tytunovich Mar 31, 2025 ▶ 26:02 The Secret Problem With AI Agents and How To Solve It — With Guy Tytunovich
Prediction Not checkable as stated
Siegler: Gemini Deal Buys Apple Time to Gradually Swap In In-House AI Models
“I do think that they'll continue to work on their own models internally, and then, you know, they can, but this Gemini potential partnership allows them, buys them a lot of time to basically be able to swap in their models, and they don't have to do it in even…”
M.G. Siegler Dec 1, 2025 ▶ 25:08 Tim Cook’s Final Year?, Big Tech Horse Race, Anthropic’s Profitability Push
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