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
Rapoport: Precision is developing BCIs to detect consciousness and restore communication
“We feel, and we're working on this that brain computer interface technology can provide a tool for distinguishing those patients from true coma, and yes, providing a way for them to communicate.”
Fox: Google bets the traditional indexing-for-traffic web exchange remains intact
“The bet we're making is that the value exchange that Search has existed on for years is largely intact, and it still makes sense. Websites make their content available for indexing, and as a result of that, Google sends traffic to those sites.”
Masad: Replit Was Losing Money Subsidizing AI Models on Agent V2
“On V-two, yes, because the pricing model was out of whack with how we're charging.”
Amodei: Anthropic gave Sam Bankman-Fried non-voting shares and denied board seat
“And so I remember saying, okay, I'm going to give this guy non-voting shares. I'm not going to put them on the board. He sounds like a, you know, he sounds like a bad person to deal with every day.”
Microsoft uses five debating AI agents to negotiate medical diagnostic priorities
“We've actually created five different types of agent, which all have a debate. And we call this chain of debate. They negotiate with one another. They try to prioritize You know, certain different aspects like cost or efficiency.”
Gemini 2.5 Pro uses DeepThink to generate parallel hypotheses, not single chains
“It is a mode that we are enabling our 2.5 pro model so that, like, it can spend a lot more time during inference time to think, to build hypotheses, and the important thing is to build parallel hypotheses rather than a single chain of thought. It can build par…”
Amazon Will Complete Alexa Plus Rollout Within Months, Not Next Year
“I don't have a specific date to offer you today because we're adjusting the timelines and, you know according to the rollout. But in the, in its months, it's not next year.”
Petersen: 28% of Flexport customers paused all ocean freight in April
“We did on Friday, a call down for, I mean, we didn't get in touch with all of our customers, but we call a lot of customers on Friday and they, 28% of them told us that they're pausing all their ocean freight.”
Suleyman: Copilot will take control of Windows mouse to execute tasks
“Things like it will now be able to take control of your mouse on windows, navigate around, show you, for example, where to turn on a particular setting or to fill out a form or like you may not know how to edit a photo and it'll point out where you need to adj…”
LeCun: Most Meta AI infrastructure investment goes toward inference
“Most of the investment, at least for, from the meta side is investment in infrastructure for inference.”
Roblox will open-source a 3D foundational AI model in Q1 2025
“We're using that data to create not an LLM, but a three D foundational model within our AI team. And we're, we've said publicly, we're going to release the first version of it this quarter, and we're going to release it in several forms. We're going to release…”
Chen: Focus on reasoning models caused the longer gap before GPT-4.5
“Why there seems to be, you know, a little bit bigger of a gap in release time between four and 4.5, we've been really largely focused on developing the reasoning parallel paradigm as well.”
Garman: AWS Project Rainier will deploy hundreds of thousands of Trainium2 chips in 2025
“We're building together with them what we call Project Rainier and so it's using our next generation Tranium II chips, and this cluster that we're building for them in twenty-twenty-five will be five times the size, the number of exaflops that they use to trai…”
Benioff: Time Magazine aims for political neutrality and balanced coverage
“There was even a time when the owner, really the founder, you know, had a very specific political ideology that he was expressing through that. I don't think that that's appropriate based on the current world. You know, we're trying to create a neutral, you kn…”
Benioff: Salesforce abandoned Twitter acquisition because public investors opposed it
“Because I did not end up going in that direction, mostly because my investors, I run a public company, did not want me to go into this crazy world”
Söderström: Spotify commits to not generating synthetic AI music in-house
“Should we generate all the music ourselves? And that's where we're saying, no, we're not going to generate that music and other platforms maybe will because it's cheap content, right? So that's the key difference of we decided what we want to be in this world.…”
Rhee: LG Nova aims to build multi-billion dollar software spinouts
“Our job, my job, is to create six fifths and six sixth of those multi-billion dollar companies that are very different from the composition of LG that they have right now. Okay. Much more software focused, much more service oriented businesses.”
Klarna uses AI to detect media errors and draft journalist corrections
“Having it assess those articles and identify those errors, and then even sometimes draft an email to the journalist to ask them to correct it. It's like a nice, it's a nice thing to avoid that manual work and spend time on something.”
Klarna's total employee cost will fall while compensation per employee rises
“Our total employee cost will go down, but our cost per employee will go up. Right? So that is basically a commitment to our employees that like, They will benefit from this in seeing higher salaries and more equity shared with them, which is what we've done. A…”
Clark: Anthropic is not driven by Effective Altruism ideology
“The organization is much more, Like oriented around trying to build some useful AI staff, prove that it works in the world and be very sort of pragmatic. We're not driven by some kind of like EA ideology. And in the early days we hired quite a few people from …”
Lazimi: Yubo replaced paid human artists with generative AI for digital assets
“Before Generative AI, we were asking artists to Create those pixels, and we have collection every month with the artists, and now we are using generative AI to create new collection every, every month which is very powerful. We are gaining a lot of time, and w…”
Meta releases 8-billion and 70-billion parameter Llama 3 models
“We are releasing an updated eight billion parameter model plus a seventy billion parameter model. And these are state of the art.”
Meta leveraged synthetic data during Llama 3 post-training phase
“One of the things that we did with Lama three is in post-training we actually leveraged synthetic data.”
Petersen: Flexport is not interested in being acquired
“So we rather, yeah, we're not really, we're not interested in being acquired.”
Pineau: Meta reorganized FAIR under product for faster AI feedback cycles
“The truth is right now, AI is moving so fast that it's really useful to be close to products that are in the hands of billions of people to be able to have that quick product innovation, that quick signal back to the research.”
Pineau: Meta is actively exploring building custom silicon chips for AI
“We will definitely be exploring some of that. Yes. Yes. I mean, we built a lot of hardware for reality labs. We have some specific needs and, you know, as much as we, you know, look at that for the AR VR devices, there's also a great group doing some of that i…”
Gelsinger: About a third of Intel data center CPU purchases are for AI
“And for my standard CPUs today in the data center, you know, we see about a third of the purchases are being based For AI workloads.”
Gelsinger: Intel's AI business is approximately doubling growth rate quarter-over-quarter
“We're now seeing our growth rate and quarter to quarter, we approximately doubled the growth rate, you know, but we're still small market share, you know, today, but we're rising quickly because customers are looking for alternatives, you know, today because t…”
OpenAI shifted core vision from autonomous AI to building human tools
“If, to people in media, people in other industries, if you had asked us five years ago what was going to happen, we would have said, we will be able to build You know, trusted, responsible AI. But, fundamentally, it's gonna be going off and doing its thing. An…”
Teller: Alphabet's X is not structured to scale products to billions
“We are not the right place to move something from, yeah, we have something special here to it's ready in a really thoughtful, responsible way to serve a billion people a day.”
Luckey owns a Blackhawk helicopter, a Humvee, and an armored personnel carrier
“Actually, I own an armored personnel carrier, I also own a Humvee, I also own a UH-XC Blackhawk, hey, and I own a Mark V special operations craft I bought from Naval Special Warfare”
Luckey: Anduril sells to CBP and DHS, but not local police
“Well, I mean, we already sell to law enforcement in the sense that, you know, Customs and Border Protection is, is, is a law enforcement agency, so they're definitely not military. We sell to DHS, the Department of Homeland Security. We haven't done any local …”
LeCun: Meta will roll out generative AI across its multimedia services
“You're gonna see things like that popping up on, you know, Meta's services in various various places. Generating images, effects, modifying images, generating video, generating music, sound effects, Three D models. Okay. Which of course is important for the me…”
Wood: Polkadot will underpin a new decentralized social networking protocol
“Yeah, I mean, this is a collaboration. And I'm happy to sort of announce that, you know, Polkadot is, is the, you know, sort of underlying technical framework that you know, this will be implemented upon.”
Callaghan: Identifies as socially center-left but opposes the Biden administration
“I guess I'm center left socially.
But I'm definitely not in support of the Biden administration.”
Kantrowitz: He opposes pausing frontier AI development, favoring reactive oversight
“I'm not a pause guy because I really want to see what happens, and we haven't seen, like, I almost want to be more reactive than proactive here.”
Kedrosky: I have avoided passive index funds for over two years
“I'm very loathe to invent, to commit any, haven't committed new capital to any sort of broad index class passive categories in over two years for that reason.”
PwC is shifting its hiring focus toward science and non-engineering 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.”
Bosworth: Meta shelved Orion consumer launch due to unviable pricing
“Even though we couldn't get the price to be one that we felt comfortable launching as a consumer product, we did intent when we designed it and developed it was a consumer design and intention.”
Brockman: OpenAI designed its own network protocol for supercomputing infrastructure
“We have our own network protocol that we've had to design, that we have people who look at every single layer of the stack, that there's weird wiggles in the graph.”
Brockman: Relies on ChatGPT to Manage Wife's Health Conditions
“You know, my wife has a number of health conditions, and I think that we've just been we've not like, I don't even know how to be able to manage many of her conditions right now without the use of chat.”
Krieger: Anthropic is in discussions with SpaceX
“We're, you know, we're talking to SpaceX about spacey things.”
Anthropic's Claude Managed Agents offers an outcome-based mode evaluated against a rubric.
“We have a product called cloud managed agents where we'll run all of the infrastructure for you in terms of doing all of the, you know, agentic harness and
Calling the tools, et cetera.
And you can either do it in sort of the normal mode, which is you give i…”
Krieger: Anthropic has shelved product prototypes deemed bad for the world.
“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 Insurance will always keep humans in the AI loop
“Insurance is a trust business. We will always have a human in the loop, ok? Because trust is built based on human intelligence and et cetera, and we want somebody to validate it.”
Himel: Visual scene recognition is a top AI use case on Meta glasses
“It's one of the most frequent AI use cases that we see on our glasses, just what is it that I'm looking at? Oh, it's this building, it's this landmark, it's this type of plant, don't eat that mushroom.”
Ulta uses software to navigate complex, location-specific California employment laws
“The California laws, from an employment perspective, vary sometimes by county, by city, and so we can put that into a system and that With ServiceNow, and it can tell that you live in this city, in this state, so this policy applies to you. So when you're aski…”
ServiceNow builds autonomous AI agents mapped directly to existing human job roles
“Look, the way to think about what is relevant is to think about what jobs do people do today? And then to look at augmenting that and providing autonomous AI that does the same job. That's the way we're looking at this. So when we look at, Hey, how should we d…”