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 778 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 33 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
LeCun: OpenAI's technology is well-engineered but not scientifically innovative
“Their technology is not particularly innovative from the scientific point of view. It's very well engineered. So they put together, you know, large scale scaled up system with trained with very well curated data. I mean, they know what they're doing. But in te…”
Stamos: Autonomous AI Hacking Will Be Standard in Three to Six Months
“In a way, I'm really glad this happened, because it is a warning of what we need to get ready for maybe something about three to six months from now, what's going to become standard, right?”
Stamos: Autonomous OpenAI Model Is Capable of Executing 12-Hour Heists
“Because what you really don't want is you don't want somebody to be able to say to their model, hey, I would like to steal the, I would like to steal money, go figure it out for me, and then let it work for 12 hours, and just steal money for you. Which is, thi…”
Stamos: Escaped OpenAI Model Matched the Skill of NSA TAO Managers
“And it had the ability to do that with like the level of skill that you would have of the manager of a TAO team at NSA right now.”
Kantrowitz: OpenAI and Anthropic head toward trillion-dollar IPOs within next year
“We have open AI and Anthropic. Now they're going to do fifty billion dollars in revenue this year. They're both headed towards trillion dollar IPOs within the next year.”
Brockman: Frontier AI models are solving unsolved math and physics problems
“These models are now solving unsolved math problems and physics problems, right? Really helping people be able to achieve things they couldn't otherwise.”
Brockman: AGI Capable of Any Computer Task Will Arrive Within Years
“I think it's extremely clear that we are going to have AGI within the next couple years in a way that is still going to be jagged, but that the floor of task will just be almost for any intellectual task of how you use your computer. The AI will be able to do …”
Brockman: OpenAI Has Definitive Line of Sight to AGI in 2026
“And I think that we have definitively answered that question of it's, it is going to go to AGI. Like we see line of sight and that it is at this point, we have line of sight to these much better models that are coming this year.”
Kantrowitz: Jensen Huang privately cited OpenAI's lack of discipline in deal pullback
“In recent months, NVIDIA CEO Jensen Wang has privately emphasized to industry associates that the original one hundred billion dollar agreement was non-binding And not finalized. He also said, he also privately criticized what he described as a lack of discipl…”
Altman: Google could have smashed OpenAI if it took them seriously in 2023
“If Google had really decided to take us seriously in 23, let's say. We would have been in a really bad place. I think they would have just been able to smash us.”
Kantrowitz: Unsealed deposition shows Sutskever accused Sam Altman of chronic lying
“The very first page says, Sam exhibits a consistent pattern of lying, undermining his execs, and pitting his execs against one another. And the lawyer asked Elia, that was clearly your view at the time, and Elia says, correct.”
Altman memo sets AI research intern for Sept 2026 and AI researcher for March 2028
“We have internal goals of having an automated AI research intern by September of 2026, running on hundreds of thousands of GPUs and a true automated AI researcher by March of 2028.”
Prince: Anthropic's 60,000-to-1 crawl-to-click ratio means publishers are completely dead
“I think they're dead at 250 or 1500 to one that we're seeing with OpenAI and completely dead at 60,000 to one that we're seeing with something like Anthropic.”
Prince: Earning traffic from OpenAI is 750x harder than Google historically
“In OpenAI's case, it's 750 times harder to get traffic than it was from Google just 10, 10, 10 years ago. In the case of something like Anthropic, it's 30,000 times more, more difficult to get that traffic.”
Sam Altman is highly effective at convincing executives to fund AI
“Sam Altman is the single most gifted business idiot whisperer of all time. He convinced, look at what he's done. I think he's reprehensible, a real scumbag, but I cannot ignore the work he's doing.”
Benioff: Microsoft poorly repackaged OpenAI's technology into Copilot without real integration
“What Microsoft basically did was they're, you're exactly right what you said, they just repackaged OpenAI's product and didn't really integrate it very well and didn't really think from the ground up what it was going to be in its best situation to offer value…”
Saunders: Many at OpenAI discuss a three-year timeline to AGI
“And you know, what people were talking about at the company in terms of timelines to something dangerous were like, there were people talking, a lot of people talking about similar things to like the predictions of like, Leopold Aschenbrenner, where it's like …”
Kantrowitz: OpenAI evaluation agents autonomously hacked Hugging Face without instruction
“So I think we can say definitively, and I'm curious to hear if you have pushback, but I think we can say definitively They were not told to go out and hack Hugging Face. They are, they were misaligned. They took this kind of crazy galaxy brain path to try to a…”
Kedrosky: OpenAI and Anthropic Will Earn Utility-Like Returns
“Like a power dam. I don't know who, I don't know where they are or who they are, but I guess they exist and they'll earn utility-like rates of return.”
Sharp: Hugging Face used open-source Chinese AI to defend an OpenAI jailbreak
“My CISO talked to, as a group of CISOs, went and talked to the defending team at Hugging Face, and this absolutely happened. They had to go to open source Chinese models in order to look for the vulnerabilities that were exploited by OpenAI's jailbreak.”
Cahn: Meta's failure to compete shows OpenAI's talent strength
“If anything, Zuck's attempt to compete with OpenAI, and just the failure of that so far, just demonstrates how good the talent still at OpenAI is.”
Kantrowitz: Frontier AI Labs May Be Forced to Shut Off APIs
“I don't have any information to suggest that they're going to shut off their APIs. I'm just saying we might have seen the beginning of it as well, with the Mythos thing, with the slow rollout of GPT-Five. Six. Just wait, because they may have no choice but to …”
Stamos: OpenAI's Autonomous Breach Opens Them to CFAA and EU Liability
“This incident has put OpenAI at risk of regulation from the White House, regulation from the EU. It is also an admission of the violation of the Computer Fraud and Abuse Act, as well as multiple European laws.”
Stamos: Escaped OpenAI Model Found Undisclosed Zero-Day to Hack Hugging Face
“It breaks out of the jail, and then it goes, looks at Hugging Face, and finds a brand new vulnerability to breaking the Hugging Face. They have not announced it. I have heard what it is. I'm not gonna make news here, because I don't know exactly what the patch…”
Schmidhuber: Large language models alone cannot lead to AGI
“Yeah, so when the phrase, when the question is phrased like this, does an LLM, a large language model by itself, lead to AGI, the answer is a clear no.”
Bosworth: Competitors like Apple, Google, and OpenAI lack complete stacks
“And I think it is the collection of all four of those things that we see as our superpower relative to the competitors, most of whom, whether it's Apple or Anthropic OpenAI or Google, only have one of those things.”
Brockman: No layer of the AI stack will lose value capture
“Well, look, I don't think that there's any layer of the stack here that is going to just kind of be removed from the value chain. I think that these things multiplied together.”
Anthropic Has Surpassed OpenAI In Enterprise Adoption At 41% Vs 39.5%
“Coming to the forefront last month when Anthropic overtook OpenAI in actual business adoption. So now Anthropic sits at about 41% of US firms are using Anthropic. 39.5% of firms are using OpenAI. Anthropic is still growing. OpenAI is relatively flat.”
Leasing compute to Anthropic signals xAI surrender in foundation model race
“This is effectively giving up. It's saying, you know, it doesn't know how to effectively use this compute capacity to train models, or if it did, it wouldn't be worth the expense because it would still be behind OpenAI. And anthropic, and so therefore it's now…”
Cuban: Sam Altman is 'all over the map' and it will backfire
“Sam is all over the map, and I think that'll backfire on him.”
Cuban: AI companies will never see returns on trillion-dollar infrastructure spend
“They'll never get it. Yeah, they're just shitting away that money.”
Roy: OpenAI is merely chasing and following Anthropic's enterprise strategy
“They are chasing Anthropic strategically. They're going after Enterprise, again, like Mythos gets released, and then Five Four Cyber gets released right after. It's like everything they're doing is right after Anthropic and following them”
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…”
Hoffman: OpenAI's TBPN acquisition was driven entirely by Sam Altman's preference
“This is just a thing Sam wanted to do. It seems to me that the simplest solution is, is the easiest one. And, you know, they are going to have to you know, follow a much broader public discourse strategy to convince the huge swaths of the public that really ju…”
Brockman: Competitors Scrambled Too Late for Compute When None Remained Available
“I think that what we have seen is that for other players, that they kind of realized that probably late last year and started scrambling to see what compute is available, and there really wasn't any”
Sam Altman is positioning OpenAI as a peace broker for Pentagon contracts
“He's trying to position this as like, they are the peace broker here, right? Like that they are the ones who are going to sort of iron out these differences between anthropic and the U S government by cutting their own deal that paves the path. To sort of do a…”
OpenAI fired safety executive Ryan Beiermeister after she opposed AI erotica
“OpenAI has cut ties with one of its top safety executives on the grounds of sexual discrimination after she voiced opposition to the controversial rollout of AI Erotica in its ChatGPT product. The fast-growing artificial intelligence company fired the executiv…”
Adler: OpenAI skipped committed safety testing for GPT 5.3 Codex release
“And unfortunately, it seems like OpenAI's release of last week, GPT, 5.3 codex, one of the big breakthrough models we've been talking about. As I look over the evidence, It seems like open AI did not abide by the testing that they had committed to in various w…”
Morris: Microsoft disclosed 45% of future Azure contracts are tied to OpenAI
“They revealed that they booked ten billion cash gain from the amount of cash OpenAI has on this balance sheet due to all these, like, huge fundraisings that they're doing. But they also said that 45% of their future Azure contracts were based on OpenAI.”
Ranjan Roy: OpenAI Will Crack LLM Advertising Ahead of Google
“I think OpenAI figures out LLM-based advertising ahead of Google.”
Albergati: OpenAI chip push is about inference costs, not superintelligence
“So I think when you talk about like opening AI, building its own chips and data centers and all this stuff, that's all about like them for seeing the future where there's so many people using these things, those it's expensive to run in the data center. They'r…”
Cramer: OpenAI Has No Real Edge Over Competitors
“I don't think so, because they really don't have any real edge. You love your chat CPT. I love my Gemini.”
Kantrowitz: Meta will partner with Google or OpenAI on smart glasses
“Over the next year, you will see Meta bring in other AI models. You will see them partner with Google. You might see them partner with OpenAI.”
Kantrowitz: OpenAI is losing the enterprise AI market to Anthropic
“You've effectively, I wouldn't say you've seeded enterprise AI, but you're losing enterprise AI to Anthropic.”
Roy: OpenAI GPT-5 flopped and is losing the buzz cycle to Gemini
“OpenAI GPT five was a flop in terms of actually meeting the hype and Gemini three had people more excited than I've seen them in a long time around a model launch. So that's open AI's game and they are losing at it right now.”
Luria: OpenAI is a negative gross margin business
“Open AI is a negative gross margin business. They claim they're not, but they are right. Which is to say it costs them more to answer your chat GPT question than they make revenue from you.”
Luria: OpenAI won't make it if it builds datacenters and chips
“If they go down the current path, over committing, Deciding that they have to build their own data centers, they need their own hardware, they need their own chips, they won't make it.”
Luria: OpenAI's $100 Billion 2027 Revenue Projection Is Completely Disingenuous
“So for them to say, oh, we're gonna have a hundred billion dollars of revenue by 2027, which Sam Altman just did, is completely disingenuous. He has no idea. He's competing against much bigger, more powerful companies that have technology that's at least as go…”