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 380 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
Hari: Ozempic costs $250 monthly in Britain versus $1,000 in America
“So I buy my Zen pick here in Britain. It's the equivalent of, 250 dollars a month. When I, I've had to get it in Vegas a few times, it's like a thousand dollars a month, right?”
Clark: Anthropic left OpenAI to pursue coherent safety bets, not from hostility
“And it's not to say that there's any particular. Like distaste for safety there. It's more that you had. We had, like, a very specific view, and other people had views, so you were gonna win some, lose some, and then we realized, well, we could just do this to…”
Srinivas: Perplexity will not extract all search value like Google did
“We perplexity is not trying to be creating a trillion dollar economy
On top of ads or on top of all the searches that we get and trying to take all of it and not give away much to others. Like nobody won, only Google won in the past era where, you know, the te…”
Gelsinger: Intel aims to manufacture chips for Nvidia, AMD, and hyperscalers
“You know, we're also going to be a foundry. We're going to be the manufacturer for many of those chips as well. So we want to be the manufacturer for Nvidia, for AMD, for Google, for Amazon. We want to be their manufacturing partner, even if we're not using ou…”
Wood: Amazon's AI goal is pragmatic utility, not Artificial General Intelligence
“Others are talking about, well, our stated goal is that we want an artificially generally intelligent system. That is not our stated goal. Our stated goal is that we want to just be very pragmatic, meet customers where they're at today, and then provide capabi…”
Luckey says unreleased Apple headset prototype hardware is going to be great
“I've used things that are, I've used things that are not quite what it will be, but are better than what it was. And so you know, I can't say I've used the final device, but based on everything that I have seen, it's going to be great.”
Luckey: Anduril was founded so moral actors have superior weapons
“We started this company because we think that there is no moral high ground in leaving the most moral people with the least effective weapons, because at the end of the day, wars start when bad players believe that they, when they incorrectly assess the risk.”
Luckey considered founding petroleum-derived food and non-profit private prison companies
“I have a lot of things that I've looked at working on, and one of them was solving obesity through petroleum foods. Another was solving the private prison problem in the United States by running a non-profit private prison chain that out-competes all the other…”
Lemoine planned his public representation and media outreach with LaMDA
“In the months that follow, I had extensive conversations with it about how it wanted me to represent it to the public.
Like I talked to it about my intention to do an interview with Natasha.”
Ramaswamy: I oversaw many of Google's ad load increases
“I was the exec in charge of many of the increases in ad load.”
PwC is hiring fewer people for pure accounting roles
“I think we're hiring a little bit in the less of just like, you know, pure accounting. Also a function of where we're doing it. It's not that we're hiring less people overall. We're hiring less people in certain areas.”
Bosworth: Meta uses AI models from Google, Anthropic, and OpenAI
“When we're doing development internally, we do have a lot of development happening on our own models. There's also some areas of development that we do on models that we use from, ah, from Google, or from Anthropic, or from OpenAI.”
Bosworth: Meta's AI focus is 100% on consumer use cases
“That's not our major focus. Like our major focus is a hundred percent on how this is going to help consumers in their lives.”
Dolan: PwC maintains hiring volume while shifting from accounting to science graduates
“We're hiring as many people as we did last year and we're changing the who we're hiring. We're actually hiring a lot more kids who are pursuing sciences and, you know, even in areas that they go beyond, you know, engineering.”
Krieger: Anthropic shelved prototypes deemed potentially harmful to society
“There are certainly products that we have either prototyped or conceptualized and been like this product. It sounds so hypey. I hate this. But like this product, if shipped, would be bad for the world or like would nudge people in the wrong direction. Or even …”
Srinivasa: Erie uses background agentic AI to prompt claims adjusters
“In near real time, this is an AI agent, call it an agentic AI, which is running behind the scene, listening into every conversation about your claim. And it is acting upon it and prompting you to do certain things.”
ServiceNow and NVIDIA publish enterprise benchmarks for frontier model labs to train on
“One of the things we haven't talked about is we work together to actually publish benchmarks that the frontier models then use to train on to make those use cases that we jointly care about that are really focused on enterprise use cases better for our enterpr…”
Anthropic Deployed New Colossus Compute Capacity to Serve Claude Code Users
“And of course, we announced the new Colossus capacity, which, you know, we brought online to serve all these new users.”
Dolen: PwC shut off internal teams over excessive AI token spending
“We've had that. We've had to like turn teams off who've spent too much money on tokens. You know, maybe it wasn't for all the right things. We're like watching what people are doing and going, wait a second, I don't think we want you to use AI for that. You kn…”
Zavery: Compliance accounts for 30% to 40% of ServiceNow's cost structure
“30%, 40% of my cost structure is compliance with different, different regulations.”
Shevelenko: Perplexity has a blossoming partnership with Apple using Mac minis
“We have a great blossoming partnership with Apple. They actually are really excited about what we're doing with personal computer and how it uses Mac minis.”
Brockman: OpenAI resells compute at positive operating margins amid outsized demand
“We rent, build, buy, compute, and we resell it with some positive margin, and as long as it's, you know, positive operating margin, and as long as there's scalable demand for intelligence, which I think is true as long as there's problems to solve, like, no on…”
Brockman: OpenAI's Top Priorities Are Personal Assistants and Problem-Solving Agents
“And for us, it's very clear that they're, the stack rank includes two things at the top. One is the personal assistant. The other is the AI that can go and solve hard problems for you.”
Brockman: Sora Video Architecture Is a Separate Tech Branch From GPT
“The Sora models, which are incredible models, by the way, are a different branch of the tech tree than the core Reasoning GPT series. They're just built in a very different way, and to some extent we're really saying that pursuing both branches is very hard fo…”
Brockman: OpenAI Continues Sora Research Program Specifically for Robotics Applications
“We are actually continuing the SOAR research program in the context of robotics, right, which I think is very clearly going to be a transformative application, which is still a little bit in the research phase”
Brockman: OpenAI Will Incrementally Ship Super App Vision Over Next Months
“We're taking incremental steps to get there over the next couple months. We should have shipped the complete vision of what we're talking about here, but it's gonna come in pieces”
Brockman: OpenAI Commits to Funding Power Infrastructure to Protect Local Prices
“On power, we have a commitment that we are going to pay our own way to not drive up energy prices for people.”
Warner is in final negotiations over cryptocurrency market rules
“I am right now in the middle of the final negotiations on trying to put in place certain rules around crypto.”
D-Wave acquires Quantum Circuits to expand into gate-model quantum computing
“Within the last couple of weeks, we did announce that we have acquired quantum circuits which brings revolutionary new gate model technology to D-Wave, and we believe accelerates us to the forefront of gate model computing alongside the fact that we're already…”
Cristiano Amon: Qualcomm is working with OpenAI on devices
“We're working with them. Unfortunately, I cannot tell you what it is. You will see, and it's going to be exciting.”
Intrator: CoreWeave secures 85% of infrastructure exposure with long-term contracts
“What we are doing Is we are making the majority of our investments by taking Long-term contracts from credit-worthy entities using those contracts as a way of raising money to build the infrastructure where the demand and the credit and the capital has already…”
Intrator: CoreWeave borrowing spread dropped from SOFR+1350 to SOFR+400
“No, it was SOFR plus 13 50 down to SOFR plus 400, right?”
Venturo: CoreWeave GPUs deployed in 2019 remain running with active customers
“The idea that these things burn out in two or three years, like, it's kind of bunk, right? And from a physical perspective, Right. Within three years, these things are all still under warranty. So if they break, they get replaced. Right. But from a, like, this…”
Cramer expects Nvidia's Vera Rubin architecture to be amazing
“I'm sticking with NVIDIA because I have great belief that GTC and Vera Rubin is going to be amazing. It's going to reason.”
Altman: OpenAI Tripled Compute This Year and Plans to Triple It Again
“From a year ago to now, we probably about tripled our compute. We'll triple our compute again next year, hopefully again after that. Revenue grows even a little bit faster than that, but it does roughly track our compute fleet.”
Altman: OpenAI will develop a family of hardware devices
“First, we're gonna do a fam, a small family of devices. It will not be a single device.”
Altman: "Zero Percent" Excited About Becoming a Public Company CEO
“Am I excited to be a public company CEO? Zero percent.”
Capital One's AI pilot success rate defies the 95% industry failure average
“That's about as far away from our experience as it could be. The, that study that, that would, that, that, that you're talking about.”
SAP is training RapidOne tabular AI models using permissioned customer data
“We announced at TechEd a couple weeks ago that we're super proud of is our RapidOne model which we are now taking the thing that we believe we uniquely have, which is the thousands of customers that have given us permission To use their aggregated anonymized d…”
Suleyman: Microsoft is power-constrained on AI inference, not training
“Well, I think what he was referring to is that we have so much inference demand that we're power constrained on inference. We're not power constrained, at least from the Microsoft AI perspective on training chips. And obviously my team, you know, is mostly foc…”
Medium's Business Model Is Not Built to Support Professional Media
“I want professional media to exist and thrive. And Medium has a different business. We're not the ones that are going to make that happen.”
Panay: Amazon will roll out Alexa Plus to everybody by late October
“End of October, though, just so you know where it's at, we're going to be rolling it out to everybody. If you buy a new Echo device, we launched four new Echo devices yesterday. We're pretty pumped about it, or I'm pretty pumped about it, maybe. But all those …”
Summers: Top Individual Netwrix Developers Consume $4,000 in Monthly Anthropic Credits
“Some of our best developers might be using, you know, a thousand dollars in anthropic credits a month. And then we find somebody who's using like 4000 a month.”
Krieger: Anthropic is embedding engineers inside enterprise clients with Deloitte
“We're doing much more of a model now where either with our own engineers embedded in enterprises in partnership with Deloitte, which we just announced this week, can we actually like take our technology, meet companies where they like what their highest needs …”
Guthrie: Microsoft supports OpenAI partnering with other infrastructure providers
“We definitely are building out for open AI. And at the same time, the way our partnership works is we're supportive of others. Participating in that as well.”
Guthrie: Microsoft plans multi-gigawatt expansion with subsequent Wisconsin datacenters
“Right next to that data center, we're building another data center.
And so those thousands of people that have been working on the first Fairwater data center we just announced are now going to be starting work on the second one.
and then after the second one…”
Rapoport: Precision will run 30-day implants before permanent human trials
“We're moving to a next phase in our clinical studies that will allow the system to be left in place for up to 30 days, and that phase will help us further validate the quality of our decoding algorithms and deeply understand the nature of the signals as these …”