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
Anthropic Exec Runs Hundreds of Parallel Claude Instances Every Night
“Nowadays, I'm running, you know, like, on my computer, I run maybe five at a time, and then every night, I run, like, you know, not every night, but most nights, I run, like, hundreds of quads at a time. Hundreds. Yeah, hundreds, sometimes thousands.”
Canney: ServiceNow assessed its entire company on role-specific AI capabilities
“We assess the whole company on AI capability. So that we knew, and we didn't use it as A scare tactic or anything like that. It was like, how to do better in your job. So each role, and the assessments were built around the roles that you had, so we didn't all…”
Shevelenko: Perplexity launching 36 workflows on top of Perplexity Computer
“So we actually are launching this week, 36 different workflows that go on top of computer.”
Cuban: I will not invest in founders avoiding AI for MVPs
“And if you're not willing or don't realize that you could just go to Claude and learn this stuff and do a minimum viable product, then you're not somebody I'm going to invest in.”
Brockman: OpenAI shifted focus from benchmark scores to real-world applications
“One thing that changed for us over the past 12, you know, 18 months, something like that, is that we used to really just be focused on, let's be, let's improve on the benchmarks, let's make these models more cerebr, cerebrally capable, But we now are really fo…”
Michael: Pentagon AI agent pilots are limited to enterprise operations
“But in terms of agents, we've had some agent pilots at our enterprise level. Remember I was talking about the enterprise corporate level? Just to do the mundane things we have to do every day. But those things are not sort of where we're at the war fighting le…”
Saint-Marc: Cisco Outshift is developing an SLM for Semantic TBAC
“This is stuff that we are going to share soon, but like for the T-back functionality, the semantic teabag. For now, we are using you know, pick your model. So, connect the model you want to actually power the solution. But we are also working on a small langua…”
Saint-Marc: Cisco Outshift expects over 80% of agent tech open-sourced
“Probably more than 80% of what we do needs to be open source because we actually believe in this importance of open and interoperable.”
Brockman: OpenAI Will Expand Codex for General Knowledge Work Use
“We're going to make the Codex app just so much more usable for general knowledge work, because it already, what we've seen within OpenAI is all this organic adoption of people using it for that. So that'll be the first step, and there are many to come.”
Brockman: OpenAI Underinvested in Last-Mile Usability for Early Coding Models
“We always had the best numbers on different programming competitions, these very cerebral things, but the thing that we didn't invest in as much was that last mile of usability.”
Brockman: OpenAI Has Invested Heavily to Defend Against Prompt Injections
“If you're going to have an AI that is very smart, very capable, hooked up to lots of tools, you want to make sure that it can't be subverted by someone giving it a weird instruction. And that's something that we've invested in quite a lot, and I think have rea…”
Brockman: Most OpenAI Revenue Has Come From Consumer Subscriptions
“To date, most of our revenue has come from consumer subscriptions, and that will always be very important.”
Moore: a16z favors investing in startups that run operations AI-first
“I think there's like a little bit of a happy medium, but more, we get more excited when a company is kind of more AI first in terms of the tools they use. The reason I don't say like, A hundred percent AI all the time is because the tools aren't perfect yet, s…”
Moore: a16z Must Shift AI App Rankings Toward Revenue Metrics
“The desktop products I'm thinking of are like Cursor, Claude Cowork, Whisperflow, Granola, like none of these are really captured in this data, and so we're gonna have to evolve our methodology into looking more at revenue than just kind of web traffic, which …”
Ibrahim: Hassabis greenlit infusing learning science into Gemini when model matured
“Over the past few years, we've been doing a lot of work around one science area, learning science. How do people learn and can we improve it? And then this year was really, Dennis was like, okay, Gemini is good enough. It's time to infuse Everything we've done…”
Ramaswamy: Snowflake employees are forbidden from running OpenClaw on work laptops
“I will flip out if I find out that anyone's running OpenClaw on a Snowflake laptop. Please don't do that. That's not safe. We will help you get like a free Ubuntu machine on AWS if you want.”
Promevo CEO asks employees to become 30% more effective using AI
“Internally to our organization, we are asking our people to be. 30% more effective, right? I don't, I never use the word efficient because efficiency means like all kinds of weird things and people are like, oh, what's about my job? It's not about it, right? I…”
DeepMind Plans to Converge All Modalities Into One Unified Gemini Model
“Why this is why we worked with Gemini as being multimodal from the beginning, able to deal with, you know, video, image and eventually converge that all into one model, that's our plan, is that it'll be very useful for a universal assistant as well.”
Baratz: D-Wave acquired Quantum Circuits to lead in gate-model quantum
“And, you know, we at D wave just announced an acquisition of quantum circuits a week ago that we think has moved us from a participant in the gate model space to a leader in the gate model space.”
Amon: Qualcomm is focusing its robotics strategy on industrial automation
“That's why we're really focused on industrial robots, because you can train a robot, for example, Your task is going to go to the supermarket at night and put the stuff back on the shelf. That's a self-contained problem. You're not training a robot to do every…”
Mensch: Mistral AI is prioritizing downstream enterprise applications
“And so the focus that we have as a company, but that I think is the reasonable focus is to be more on the downstream applications and to figure out what is the friction that enterprises are running into and try to lift these frictions.”
Mensch: Mistral works with ASML to build models with physics capabilities
“And so making models specifically, specifically good at a certain kind of physics when you're, when we're working with a company doing planes, for instance, or when we're working with ASML making models that are specifically good at operating their machines th…”
TI Avoids R&D Handoffs By Moving Entire Research Teams To Productization
“At that point, that same core team moves full time out of Kilby and into the to the productization teams that are responsible for building the products and driving it to high volume. And so now there's complete ownership. There's no baton passing. It's one tea…”
Capital One uses multiple open-source AI models but favors US-based providers
“We actually use more than one depending on the application. Again, like I said, we have this benchmarking, so we take a look at these models and I mean, we favor US-based models in, in general but beyond that, we're constantly looking for which model provides …”
SAP's deployed AI tools have boosted internal developer throughput up to 20%
“We're generally within 10 to 20%, even better already with the tools we've rolled out with the potential of what we just discussed a few minutes ago. I think that the potential is, is multiples of what we delivered today from a throughput perspective.”
Zendesk uses Claude to evaluate support conversations for resolution-based pricing
“We have an agent that listens to every conversation that is automated and said, you know, cause we run a resolution platform and we charge for actual resolutions, not just conversations. And so we need to know that the customer's problem was resolved. And so w…”
Chadwick: Cohere focuses on customer ROI over achieving AGI
“Our slogan is ROI over AGI. As long as our business customers are getting an ROI, that is what we're focused on.”
Suleyman: Copilot Surpasses 100 Million Users Across All Surfaces
“Our consumer product is growing from strength to strength. You know, we just crossed a hundred million. Wow. Across all our co-pilot surfaces.”
Medium Blocks Any Web Crawler That Does Not Drive Referral Traffic
“Medium is a Cloudflare customer and a happy one, and we do use Cloudflare to block basically any crawler that isn't crawling in a way that drives traffic back to us, we're blocking right now.”
Okta Mandates Agent Vendors Support Cross-App Access for Internal Use
“At Okta, for example one of the teams I manage is our internal IT organization. We have a policy that we will only support We will only allow agents for our employee use if the vendors of those agents have committed to implementing cross app access support, be…”
Summers: Netwrix Automates Deal Desk to Hire More Engineers Next Year
“And the net net of that is we'll add more jobs next year. Cause I don't have to spend some, you know, the money to have somebody doing deal desk work. I could hire an engineer that's doing work to make customers happy.”
ClickUp Chat growth accelerated after Slack restricted third-party data access
“Our team chat product, which is our fastest growing product by far. And it's accelerated the growth ever since, since Slack did that.”
Krieger: Sonnet 4 and Opus 4 Lose Focus Over Long Coding Horizons
“So for example one of them was you know, Claude, you know, Sonnet four and even Opus four, Opus is our biggest model is good at writing code, but, you know, tends to get sidetracked or lost if it's working over longer time horizon. So that was a real emphasis …”
Krieger: Anthropic is collaborating with Microsoft on Office and Excel agents
“We've been working more closely with Microsoft, even for some agents, even within their office suite, so being able to take the financial analysis capability and the financial planning capability and bring it closer to an Excel user, for example, I think that'…”
Krieger: Claude relies on word of mouth over viral growth loops
“With Claude, it feels quite different in that, you know, we have more of a business audience, like plenty of people use it for their individual pieces, but it has less of that sort of you know, social component right now. It's definitely more word of mouth... …”
Krieger: Anthropic tracks daily visitors for utility rather than time spent
“We don't really look at engagement, at least not in the typical, like at Instagram, we spend a lot of time looking at things like time spent. Right. We do look at things like daily visitors as a proxy for a utility.”
Microsoft uses idle nighttime inference capacity for global AI post-training
“What's nice about post training is that you don't have to do it in one large data center in one location. And so part of the technique that we've been focused on is how do we take this inferencing capacity around the world? And a lot of it is idle at night as …”
Guthrie: Azure Revenue Growth Reflects Active Consumption, Not Forward Bookings
“Ultimately the Azure business is you know, we get paid based on consumption. It is, it's a consumption based business. Meaning if people aren't actually. Running something, we don't get paid. It's not like they're pre buying a ton of stuff. You know, we recogn…”
Ramji: Okta Customers Use AI Agents to Process Patient Medical Information
“We have customers who are using agents to essentially process medical information for their patients and customers.”
Bill Vass left AWS over concerns about government AI adoption trailing China
“One of the reasons I left at AWS and I loved being at AWS. I worked on 63 of the services there and built a lot of them myself, worked on quantum computing and robotics and a whole bunch of things is I was worried a little bit about government adoption of AI a…”
Mager: Precision plans electrode arrays scaling to millions of channels
“The medium term vision for precision is a much larger electrode array covering much greater areas of the brain's Cortex with hundreds of thousands, someday millions of electrodes.”
Prince: Cloudflare working with IETF and regulators on robots.txt extensions
“And so what we've proposed, and we're working with the IETF as well as regulators is extensions to robots.txt to give it that granularity.”
Replit CEO: Replit is testing Kimi K2 and is 'very impressed'
“We're looking at it. And so far. So far, we're impressed. So far, we're very impressed.”
Lightcap: OpenAI is bringing GPT-5 to ChatGPT's free tier
“And we're bringing GPT-V to our free tier”
OpenAI Tested GPT-5 With Uber, Amgen, Cursor, and JetBrains Pre-Release
“We've worked with large enterprises and small startups and the entire spectrum in between on testing these models and GPT-V specifically before release. And we get a lot of feedback from companies like Uber and Amgen and Harvey and Cursor lovable you know JetB…”
Lightcap: OpenAI Will Keep Cutting Model Prices While Demand Elasticity Holds
“For as long as that trend holds, we will continue to cut costs on models.”