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 10 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
Anthropic reached $19 billion annualized revenue, rapidly closing gap with OpenAI
“Late last year, Anthropic was doing, looks like, about ten billion dollars in annualized revenue, and OpenAI was over Twenty billion. But now, Anthropic has closed that. They're at nineteen billion in annualized revenue, while OpenAI, or the latest report, has…”
Kantrowitz: OpenAI projects revenue reaching $284 billion by 2030
“They expect to be thirty billion in revenue this year, sixty two billion in revenue next year. A hundred and thirteen billion in 2028, one hundred eighty four billion in 2029, and buckle your seatbelt for this one, two hundred and eighty four billion in 2030.”
Salesforce expects zero AI revenue growth in 2025 despite agent rebrand
“The information reported a few months ago that Salesforce does not expect any growth from AI this year. That is absolutely bonkers for a company that's rebranded, and I paraphrase here, as an agent first company.”
Dartmouth trial shows AI chatbot TheraBot matches traditional therapy outcomes
“There is a study out of Dartmouth, again, from the information, that says that a custom-built AI chatbot called TheraBot reduced patient symptoms at a level comparable to traditional therapy. People with depression reported 51% better, feeling 51% better on av…”
Kantrowitz: OpenAI burned $8B in 2025 and expects $57B burn in 2027
“Last year, the company burned eight billion dollars in cash. However, the company expects to burn twenty five billion this year and fifty seven billion next year. About thirty billion more than the total previously predicted.”
Kantrowitz: OpenAI projected $115B in cumulative cash burn through 2029
“OpenAI projected its cash burn this year through 20, 29 will rise even higher than previous thought. A total of one hundred and fifteen billion. That's about eighty billion higher than the company previously expected.”
Kantrowitz: OpenAI generated $5.7B in Q1 revenue, beating Anthropic by $1B
“OpenAI generated about 5.7 billion in revenue in Q-one. Nearly one billion more than archrival Anthropic generated in the same period.”
Roy: OpenAI is scaling back resource allocation for shopping efforts
“The information had reporting this week that open AI is already looking to scale back its efforts or its resource allocation around its shopping efforts.”
Kantrowitz: OpenAI surpassed $25B in annualized revenue
“OpenAI topped, topped, twenty-five billion in annualized revenue at the end of last month. That's a 17% increase from the 21.4 billion in annualized revenue the company was generating at the end of the year.”
Cohere hits $100M ARR, falling short of its $450M investor pitch
“One from Reuters was that Cohere scales to a hundred million in revenue annualizes in May, Seemingly positive, exciting number, but then from the information is that Cohere, that basically they had shown investors they'd be making four hundred fifty million AR…”