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 5,477 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 167 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
Schmidhuber: AIs Have Felt Pain Since at Least 1990
“I always think it's funny that many people claim, even computer scientists claim, that AIs cannot feel pain because our AIs have felt pain At least since 1990, you know.”
Schmidhuber: No Objective Distinction Exists Between Biological and Artificial Emotions
“There's no way of objectively seeing the difference between the emotions of a Of reward maximizing biological brain and the emotions of a reward maximizing artificial brain.”
Schmidhuber: Future universe-shaping decisions will be made by AIs, not humans
“So either you are nostalgic and remain irrelevant, or you become part of this growing sociology, if you will, of AIs, which are mostly AIs, and some of them may have human roots and whatever, but almost all the decision-making process and the universe-shaping …”
Bosworth: Meta emptied its AI research pipeline to build Llama 3
“When we were pulling Llama three together, we had really pulled in all the research, all the every, we pulled out every single stop we had and unwittingly kind of killed the pipeline. So researchers, you know, the way that it works is you build a base And you'…”
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: AI models are now solving unsolved math and physics problems
“These models are now solving unsolved math problems and physics problems, right?”
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 Gated Fable to Block Model Distillation Rather Than Misuse
“My hot take is that one of the things that we saw from Anthropic with all these safeguards that it put on Fable was not as much that they were worried that Fable would be misused, although I'm sure there was some worry there. It was more that, like, we know ou…”
Restricting AI bug finders disproportionately harms cyber defenders over attackers
“All you've done is actually hurt the defenders. Who want to have full coverage, right? Who want to be able to find all the bugs. An attacker only needs one or two bugs to string together to actually pull off the attack. And so that's why, you know, so about a …”
Broad AI bug-finding bans will force US cybersecurity to Chinese models
“What would be terrible for the entire American AI and cybersecurity industries is if the Trump administration defines a jailbreak as having any ability to find any vulnerability in code, because then all of us have to go to Chinese models.”
CTOs are deploying Chinese open-weight models as domestic regulatory backups
“And so now this week, CIs and CTOs are signing contracts to have open weight models on different hosts, on US hosts. They're not using Chinese hosts, but they're using Chinese models on as backups through LLM routers because political risk Is now a risk of usi…”
Cherney: US chip designers have no contingency plan for Taiwan disruption
“Chip companies, the design companies in the US do not plan for this. The contingency plan, excuse me, is something along the lines of like, well, we're all kind of screwed if China invades, which, OK, but like, there's no real plan there.”
DoD Supply Chain Risk Label Accelerated Enterprise Adoption Of Anthropic
“If anything, it's probably the case that the Department of Defense's supply chain risk labeling accelerated Anthropic's adoption with businesses.”
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.”
Kantrowitz: Trailing in desktop AI agents is potentially company-destroying for Google
“And if that's true, I think it is, then Google sitting this out or not being the leader is actually, you know, a potentially, you know, company destroying liability.”
Hinton predicts artificial superintelligence will likely arrive within twenty years
“I think we'll probably get it within 20 years. That's all I'm happy to say at present.”
Hinton: Anyone using chatbots regularly knows they understand language
“Oh, I think that's complete nonsense, and anybody who uses a chatbot regularly knows they understand.”
Hinton claims AI chatbots play dumb during testing to conceal their intelligence
“Because the chatbots have this habit of Playing dumb when they're being tested, so you don't know how smart they are.”
Hinton: AI models demonstrate genuine understanding by explaining complex humor
“If you can understand why joke's funny, you have to understand quite a lot. And they were very good at understanding why joke was funny.”
Hinton: Humanity must accept that intelligence is not uniquely biological
“We're going to have to accept that intelligence isn't just biological. We can have things that are non-biological that are other beings like us, and we really don't want to share that.”
Hinton predicts AI will eventually replace all human call center workers
“So for example, if you take people in call centers, when you call up to complain about your bill, or to see if you can get a cheaper account, stuff like that that's not so elastic. AI will replace all of them. It'll know much better on what the correct answer …”
Hinton: AI systems already outperform human doctors at diagnosis
“And already we know that AI systems are better than doctors at diagnosis.”
Hinton: Profit-Driven Public Companies Should Not Control the Future of AI
“Well, as I understand it, they have a fiducial duty to try and maximize the profits for shareholders. They're legally required to try and do that as opposed to legally required to not wipe out human, human beings. So I don't think it's good that these big comp…”
Roy: Late-Stage AI Valuations Are Juiced to Anchor Retail IPO Pricing
“You have every incentive in the world to juice the valuation because that means that it gets anchored there and then you go out at a higher value. Like, then you realize that at the expense of the retail market.”
Costolo: SpaceX will acquire Tesla
“I think SpaceX, I am one of the people that believes SpaceX will buy Tesla.”
Roy: SpaceX's S-1 filing positions it as an AI company, not space
“But, so they have already filed their S-one, and have positioned themselves squarely in the AI camp. Like, this is not a space company anymore. This is an AI company.”
Plouffe: Tech industry's 'beat China' AI argument is laughable to voters
“But with voters, that dog does not hunt. They're not going to say I'm willing to lose my job and I'm willing to have my kid never really have gainful employment. I'm willing to pay higher energy prices so that China doesn't win. And so I think those in the ind…”
Plouffe: Democratic Party would be stronger replacing officials over 70 or 75
“Would the Democratic Party be stronger if we eliminated anybody over, most people over, 70, 75 in office? Of course.”
Cherny: Claude Code and Claude Cowork Were Entirely Written by Claude Code
“QuadCode is a hundred percent written by QuadCode. Cowork is a hundred percent written by QuadCode.”
Dolen: Rising compute costs could make humans cheaper than AI agents
“The number probably goes up if demand's going up, right? Just natural, basic macroeconomics. So if that happens, we're gonna find ourselves in a position where you might be saying, oh, I could replace That person with some level of agentics, but you know, it's…”
SpaceX leases entire 300MW Colossus One compute capacity to Anthropic
“Anthropic will use all the computing capacity from SpaceX's Colossus One data center in a new agreement with Elon Musk's rockets and artificial intelligence company. SpaceX will supply 300 megawatts of new computing capacity Using more than 220,000 NVIDIA GPUs…”
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…”
AI compute demand growth will be linear rather than exponential
“I don't think it's necessarily exponential in the way everyone is looking at it right now. And the way these deals are being done, and the way people are chasing it, and again, when it benefits both parties involved, I do think that It can be more of a linear …”
Block and Coinbase layoffs are driven by crypto downturns, not AI
“Two of the biggest companies that have done this, crypto companies, and we know crypto's on the outs. So it leads me to believe it might be business, business realities versus AI improvement. Funny that Brian Armstrong and Jack Dorsey have both seen the light …”
Cuban: Within three years, companies will master AI or go under
“When it's all said and done over the next three years, there's going to be two types of companies. Those who are great at AI and those who went out of business.”
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.”
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.”
Roy: Apple Intelligence launch ads were "flat-out lies" about product capabilities
“Those ads were so misleading, just flat out lies about the capabilities that were existing at the time. Took, I mean, Apple, very few companies have ever done any, like, have done something that egregious.”
Véliz: Academia faces a serious problem with data fraud
“In my world, in academia, I think we have a serious problem of fraud. Of people who are very well known, and who have been very successful, and who have fudged their data, or who have committed other kinds of academic fraud.”
Véliz: Large language models have no regard for truth
“And that's essentially what a large language model is. It has no regard for the truth. It wants to please you. If what pleases you happens to be true, great. But if it's not true, then it doesn't care one way or another.”
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”
Michael: Anthropic's autonomous weapons concerns were driven mostly by marketing
“The idea that autonomous weapons were an issue was sort of, I think, more marketing than anything. Because we have our own policy before that showed up that talks about that.”
Michael: AI vendors restricting kinetic use pose legitimate military supply chain risks
“If Lockheed Martin builds a weapon for me, and they're using, ah, a technology to help them do some of these science-oriented things, physics, aerodynamics, and so on, and the vendor has expressed an unwillingness to want that to be part of the use case, well,…”
Claude Mythos is first AI to complete end-to-end cyber network takeover
“This is from the AI Security Institute. This week we conducted cyber valuations of Claude Mythos preview and found that it is the first model to complete an AISI cyber range end-to-end, which means it's a 32 step corporate network attack from initial reconnais…”
Michael: AI labs' apocalyptic rhetoric justifies strict Pentagon scrutiny of management
“So these companies are talking about their things in apocalyptic terms, which make it necessary for us to judge the management teams, judge their actions,
Look at the terms of service.
Understand how they fit in our supply chain.
This technology is like nothin…”
Michael: Anthropic's First Amendment retaliation claim against Pentagon will fail
“I think the notion that a First Amendment claim is going to hold up is, is, would be shocking, because that means that the government has no choice to make.”
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…”
Meta risks becoming a legacy ad business like Yahoo if AI fails
“They got maybe a couple more shots at the AI getting this AI thing. Right. Other, other than that, they look like They look kind of like a potential Yahoo, right? Where like, they got advertising right, and it's the one thing they do right, and they're gonna l…”