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 14 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 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: AI frontier intelligence will commoditize into a price war
“If you have five companies that have this level of intelligence, it's a price war. It commoditizes. So I think we should assume, and we've talked about this on the show, that intelligence is gonna commoditize.”
Shevelenko: Codex and proprietary AI assistants will never run rival models
“So the one thing that Codex is never going to be able to support is running Gemini models. You know, they will always be in the GPT family. Same thing for, you know, Claude, like they're not gonna, you know, have GPT models. Gemini is not gonna have Grok model…”
Luria: The AI chatbot market is not winner-take-all
“Unlike Uber and the rideshare market, which lent itself to winner takes most or winner takes all, chat is entirely not like that. Because I could have the same conversation with Gemini, and Meta is going to give me the tools to do this, and Grok is going to gi…”
Kantrowitz: AI love bots will become a major consumer tech category
“But I think the bigger picture here is, you know, beyond that, that this is going to be a real use case that a lot of people are going to engage with. And I think they know this. And I think we're just at the very, very beginning here. I guess like one of the …”
Hidden system prompts in AI chatbots pose subtle ideological steering risks
“The thing is, what, all these chatbots have a, often hidden, system prompt, and they have an ideology, one way or the other. Sometimes, most of the times, not as overt as this, And that to me is the risk about these things becoming the last website is that you…”
Cuban: Business leaders who avoid using LLMs are falling behind
“I think, you know, if you're not using one of the large language models, whether it's Claude, my favorite, ChatGPT, Grok Gemini, you know, from a business perspective, since this is a business and student audience, you're falling way behind. That if you don't …”
Kantrowitz: ChatGPT Mobile Market Share Fell to 45.3% in January 2026
“OpenAI's, ChatGPT's market share has dropped from 69% in January, this is according to Apptopia, from 69% in January, twenty-twenty-five to 45.3% in January, 26. Now it is growing, but in that same time, ah, let's see, Gemini has gone from 14.7% chatbot market…”
Levie: Grok's rogue outputs are not a fundamental meta-story about AI
“I thought it was obviously a ridiculous
You know, ridiculously bad situation deeply, obviously, you know, offensive and dangerous, but also not really that much of a meta story about AI simply because you can get these models to do anything you want.”
Kantrowitz: Elon Musk has completely lost control of Grok's political alignment
“Elon, who's like, say what you want about him, one of the most successful tech entrepreneurs of our time, if not the completely lost control of his AI.”
Patel: xAI is slightly behind leading labs but has high compute per employee
“I think they're a serious competitor. I just don't know much about what they're going to do next. I think they're like slightly behind the other labs but they've got a lot of compute per employee.”
Grok's system prompt suffered an unauthorized change on May 14, xAI says
“It was on May 14th at approximately 3:15 a.m. Pacific Standard Time, an unauthorized modification was made to the Grok response. Bots prompt on X.”
Kantrowitz predicts major AI models will succeed, except for xAI's Grok
“I think all of the models on the screen, with the exception of Grok, are gonna have a chance of really making some waves.”