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 7 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
Intelligence AI: Only 18% of AI coding token spend yields shipped products
“For companies using advanced AI coding tools, only 18% of spending on tokens It's translating into shipped coding products that reach real users, according to Intelligence AI, a startup that aggregated data, and more than 2000 companies using AI, using advance…”
Kantrowitz: WSJ reports Anthropic will generate $10.9B in Q2, reaching profitability
“So they're going to make 10.9 billion In the second quarter, and the journal says it's an explosive rate of growth that will help it turn an operating profit for the first time.”
Roy: Anthropic's projected $10.9B Q2 revenue is overly ambitious
“There's been a lot of growth, but we all know Codex show a five point show up from open AI recently. I've seen endless chatter around people actually switching over from anthropic. So the idea that it's going to be a straight line or not even straight line, I'…”
Ramaswamy: NYT and WSJ are the only successful open-web newspaper businesses
“The sort of two credible pure information businesses, newspapers that have come out of that are the New York Times and the Wall Street Journal. And everybody else is a little bit off and also ran.”
Kantrowitz: CEOs will push AI adoption rather than execute imminent downsizing
“Well, but I do think that we're going to see more CEOs with messages like this, and I think this Wall Street Journal writer is totally right, that more than a imminent downsizing, it's just going to be like, please use the tools”