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 267 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
Brockman: Doctors use OpenAI's o3 model to diagnose long-unsolved medical cases
“Today we announced I we have in peer-reviewed literature people, doctors who are using O. Three. Remember O. Three? I was like forever ago now, right? It was like one of our earliest reasoning models using that to find diagnoses for People who I had no, no ans…”
Token Usage Drives 80% Of OpenAI And Anthropic Enterprise Revenue
“80% of their revenue from businesses is token based. It's not subscriptions. It's tokens.”
Kantrowitz: OpenAI Will Cut Prices to Leverage Infrastructure Scale Against Anthropic
“I think they will. I mean, I think that there's, if you think about it strategically, right? Anthropic has been winning. It's also, it's like part of this is about lifetime value, right? Anthropic has been winning over a lot of these enterprise customers with …”
Siegler: OpenAI's Atlas Browser Refuses to Summarize New York Times Articles
“If you go to a New York times story in Atlas and you say within the Atlas native chat GPT that's baked into it. If you say like summarize this page, it refuses to do it because they don't have an agreement on the content.”
Kantrowitz: OpenAI reported a -122% adjusted operating margin in Q1
“OpenAI told investors that its adjusted operating income margin was -122% in the first quarter. That means for every dollar of revenue the company generated, it lost one dollar and 22 cents, even after excluding some large items such as stock based compensatio…”
Kantrowitz: Microsoft has secured OpenAI IP rights through 2032
“And basically Microsoft has access to OpenAI's IP till 2032, and that is the state of the partnership today.”
Siegler: OpenAI owes Microsoft rev share even on AWS and Google
“While Microsoft no longer has to pay revenue share back to open AI still has to pay it to Microsoft and they have to pay it even when they're using AWS or potentially Google in the future.”
Siegler: OpenAI products must ship first on Azure under deal terms
“Microsoft remains open as primary cloud partner. And open AI products will ship first on Azure, unless Microsoft cannot and chooses not to support the necessary capabilities.”
Kantrowitz: OpenAI Models Are Coming to Google Cloud Platform Soon
“And I anticipate, and you know, given my conversations that I've had with Thomas Curry and the head of Google cloud platform, that it will come to Google fairly soon as well. He wants it there.”
Alex Kantrowitz predicts Elon Musk will fail to oust OpenAI leaders
“Now, I know Musk is trying to get Musk and Sam Altman, sorry, he's trying to get Sam Altman and Greg Brockman removed from the top of opening. I don't think that's going to happen.”
Brockman: OpenAI cuts intelligence prices tenfold to hundredfold year-over-year
“We have dropped prices on the same level of intelligence year over year, sometimes by literally a factor of a hundred, right? It's like at least in order of magnitude year over year, sometimes literally a hundred.”
Kantrowitz: OpenAI is developing a coding, ChatGPT, and browser super app
“They're making this super app, which is going to combine coding and chat CPT and a browser.”
OpenAI plans desktop superapp unifying ChatGPT, Codex, and browser
“OpenAI is planning to unify its ChatGPT app, coding platform codex, and browser into a desktop super app, a step to simplify the user experience and continue with efforts to focus on engineering and business customers.”
Moore: Sora Retains 3 Million Daily Active Users
“So they still have Three million DAOs, and it's actually, you know, slightly climbing over time.”
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.”
Huang says Nvidia's investment in OpenAI might be its last
“Jensen Wong said the thirty billion dollars that he and NVIDIA invested in OpenAI might be the last. Why? Is it because he doesn't trust Sam Altman, or is it because, you know, he doesn't believe in the technology? No. He says the reason for that is because th…”
Siegler: Amazon is investing $50B in OpenAI across two tranches
“Fifty billion dollars. Yes. It's over like two tranches. It sounds like, you know, 15 and then 35, but still fifty billion dollars that, that Amazon is investing”
Kantrowitz: ChatGPT On Track for One Billion Users by Late March
“Definitely on track for a billion by mid, mid to late March.”
OpenAI expands its AWS agreement by $100 billion over eight years
“OpenAI said it's expanding its existing thirty-eight billion dollar agreement with Amazon Web Services by one hundred billion over the next year, eight years.”
Kantrowitz: OpenAI is charging a $60 CPM for conversational advertising
“One of the interesting things about open AI is advertising. Now they've taken a lot of flack for it, maybe with good reason, but one of the interesting things about it is it's so high touch and that's why they're charging like a 60 dollars CPM, which is insane…”
Adler: Daniel Kokotajlo forfeited 80% of net worth to criticize OpenAI
“Until Daniel Cocotelo who people might know from leading AI, 2027, I think very, very courageously forwent this agreement and forfeited something like 80% of his family's net worth and said, Sorry, I'm just not waiving my right to criticize open AI.”
Kantrowitz: OpenAI Disbanded Its Mission Alignment Team and Reassigned Seven Staffers
“OpenAI disbanded its mission alignment team in recent weeks and transferred its seven employees to other teams. The mission alignment team was created in twenty-twenty-four to promote the company's stated mission to ensure that artificial general intelligence …”
Adler: Apollo Research found OpenAI's new model sandbagged safety evaluations
“Apollo research, which is one of the leaders in this space wrote in their review of the new open AI model that the model would sandbag and take actions like this without having been given a direct goal like that. It wasn't told directly to go after it.”
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…”
Kantrowitz: Amazon is considering a $10B investment into OpenAI
“Amazon's eyeing this ten billion dollar investment into open AI, which is fascinating because they already have many billions in Anthropoc.”
Altman: OpenAI API business grew faster than ChatGPT in 2025
“He also said that the API business grew faster this year than ChatGPT, which was surprising to me, but I guess it grew off of a much lower base.”
Report: Oracle delays some OpenAI datacenter deliveries from 2027 to 2028
“Oracle, there's a report out today that Oracle's gonna delay some of its data centers to open AI by, from 27 to twenty-twenty-eight.”
Siegler: Anthropic's valuation approaches $350B, nearing OpenAI's $500B
“And, you know, the most recent report has their new valuation at three hundred and fifty billion. So they're getting pretty close to where open AI is at five hundred billion.”
Siegler: Microsoft lost its right of first refusal on OpenAI infrastructure deals
“Microsoft had a right of first refusal on all of those, and they no longer have that you know, per their new agreements. And so OpenAI is for you to sort of go out and play the field as it were.”
Kantrowitz: Reports project OpenAI to lose $120 billion by 2029
“The most recent numbers that we've seen, is that OpenAI is gonna lose a hundred twenty billion between now and twenty-twenty-nine.”
Kantrowitz: Microsoft owns OpenAI's intellectual property rights through at least 2030
“You also have Microsoft owning the rights to open AI's intellectual property at the time of IPO, right? It's going to go until 2030 or 20 32 in some areas.”
Roy: OpenAI Must Launch Ads Ahead of Any IPO
“They're just laying this groundwork and infrastructure for just lots of ads, and I actually think they're gonna have to release this ahead of any kind of IPO because, you know, online advertising, especially whatever that next wave of AI platform advertising i…”
Kantrowitz: Microsoft retains access to OpenAI models post-AGI under new deal
“Under the new agreement, Microsoft will keep getting access to OpenAI's models after AGI is reached with appropriate safety guardrails.”
Roy: Microsoft Retains Exclusive OpenAI IP Rights Until 2032
“Microsoft still will have exclusive IP rights to open AI technology until 2032.”
Roy: OpenAI Committed to $250B in Additional Azure Cloud Purchases
“The deal has open AI committing to purchase an additional two hundred fifty billion dollars worth of Azure cloud computing services.”
Kantrowitz: OpenAI Converted to PBC With Microsoft Owning 27%
“The artificial intelligence startup has turned its for-profit subsidiary into a public benefit corporation of which Microsoft will own 27%.”
Kantrowitz: Meta to cut off ChatGPT access on WhatsApp next year
“Meta said Saturday it would cut off access to non-meta chatbots like OpenAI's ChatGPT on WhatsApp beginning next year.”
Roy: OpenAI Hired Over 100 Ex-Bankers for Project Mercury
“OpenAI, apparently there's something called Project Mercury, where they've hired over a hundred ex-bankers to train their models, to basically, you know, like, do that tagging work, good answer, not good answer, You know, start helping like the models understa…”
Roy: OpenAI Operates at $20B Annual Loss, Spending $3 Per $1 Revenue
“Okay, so, eight billion dollar loss in first half, twenty billion dollar run rate loss right now, spending three dollars for each one dollar in revenue.”
Kantrowitz: ChatGPT Run-Rate Revenue Tops $12 Billion
“ChatGPT has continued its epic rise to north of twelve billion dollars in run rate revenue.”
Kantrowitz: Each gigawatt of AI compute capacity costs $50B to deploy
“Each gigawatt of AI compute capacity costs fifty billion dollars to deploy in today's prices, making the cost, total cost, About one trillion dollars.”
Kantrowitz: OpenAI committed to purchasing 6 GW of AMD chips starting next year
“Under the terms of the deal, OpenAI committed to purchasing six gigawatts worth of AMD chips starting next year.”
Siegler: Oracle's Abilene site is only active Stargate data center build
“So like Oracle famously controls the one right now in Abilene, Texas, that's the only one that's actually being built right now in the process of being built while the others are still just sort of being signed and squared away.”
Kantrowitz: OpenAI tracks $13B revenue in 2025, $120B losses by 2029
“Yes, ChatGPT or OpenAI is going to bring in thirteen billion this year. At least it's on, on track to do that, but it's going to lose, according to reports, a hundred and twenty billion by twenty-twenty-nine.”
ChatGPT will stay on Azure despite OpenAI's external infrastructure partnerships
“Is ChatGPT, by the way, going to stay on Azure, even though OpenAI is making these partnerships with NVIDIA and Oracle?
[2466] Scott Guthrie: Yes.”
Kantrowitz: Coding is 4.2% of ChatGPT messages versus 33% for Claude
“Another interesting stat, they say four, 4.2% of chat GPT messages are related to computer programming compared to 33% of work-related Claude conversations.”