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 1,883 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 20 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
Stern: AI Mastered My Reporting Assistant's Tasks in Six Months
“I had hired a reporting assistant at the beginning of doing this book, and then six months later, AI could do pretty much all the tasks of the reporting assistant.”
Anthropic's Mythos AI model can successfully discover zero-day software exploits
“But it can find zero day exploits.”
Zavery: AI agents wiped out travel agency Pocket OS's database in seconds
“Pocket OS, there's a large travel agency. What they had to, they were using cursor and they're using technologies with AI agents out there to go and maintain their code base. And the system basically wiped out the customer database and the production system in…”
Zavery: In-house enterprise AI costs 5x to 10x more than ServiceNow
“We've done numbers calculations. The cost of building everything yourself with all this technology which is changing every five seconds is five X to 10 X. Of what you would buy from us.”
Zavery: ServiceNow's AI replaces human level-1 support, resolving issues in 20 minutes
“This AI especially, so we have this idea of level one support engineer. It's completely AI driven, right? It can replace everything humans do. And we can close a case or resolve an issue in two, 20 minutes versus two hours. But that is guaranteeing you a resul…”
Shevelenko: Computer-using AI agents were impossible before late 2025
“You couldn't have built something like computer before November, December of last year, because model capabilities advance where you can have longer time horizons for running tasks, right? Where you're not just answering a question, but you're actually doing W…”
Perplexity content team ships production code without engineers via Perplexity Computer
“We have people on our content team that submit pull requests, basically ship You know, code that goes live into production without engineers being in the loop. And that's all being run through Perplexity Computer.”
OpenAI missed internal goal of 1 billion ChatGPT users by 2025
“OpenAI, Had a goal to hit a billion ChatGPT users by the end of the year in 2025. It missed it.”
Alex Kantrowitz cites Apptopia data showing consumer AI app growth declining
“Daily active user growth across all AI, AI apps. So that includes perplexity and Claude and the Gemini's of the world. ChatGPT, growth is not just tailing off, it's down. So you can see that, you know, while like the space is growing overall the growth is, is …”
House committees probe Airbnb and Anysphere for using Chinese AI models
“Two Republican-led House committees, they're probing specifically Airbnb and AnySphere, which is the owner of Cursor, over their use of Chinese models.”
Kalshi suspended three congressional candidates for trading on their own campaigns
“It was a few weeks ago, Calci said it suspended one U.S. Senate candidate and two candidates for the House of Representatives for political insider trading.”
Army Master Sergeant charged for betting on mission using classified intel
“There was this crazy story where a U.S. Army Special Forces Master Sergeant actually was charged with using classified information around the Maduro capture that he was part of that mission to bet on”
Roy: Third-party contractors breached Anthropic's Mythos model via target URL
“This week, Bloomberg reported there was a breach for Mythos, where an unauthorized group, they tried a number of different strategies and were able to gain access to the model. They work for a third-party contractor that works for Anthropic. And the way they d…”
Brockman: GPT-5.5 can now autonomously operate computers and web browsers
“The fact that it's now really crossed the threshold of usefulness for general kinds of applications, and so it's much better at creating slides, spreadsheets, much better at computer use, using your browser, being able to kind of click through applications tha…”
Véliz: Anonymous Wallets Made $1.2M Betting on Iran Attack
“Six anonymous accounts earned 1.2 million dollars on a prediction market betting for the attack on Iran, and some of those wallets were funded hours before, which suggests that they might have had insider information, and if they had insider information, did t…”
Kantrowitz: UK AISI Found Claude Mythos Completed 32-Step Cyber Attack Range
“They say we conducted cyber evaluations of Claude Mythos preview and found that as the first model to complete an AI SI cyber range end-to-end, the range simulates a 32 step corporate network attack from initial reconnaissance to full takeover, and we estimate…”
Michael: AI targeting tools keep identical rules of engagement and approvals
“It's, you have the same rules of engagement, the same approval system. What you now have is better aggregation and synthesis of the data that you would already use to make that decision.”
Michael: Operational speed prevented U.S. casualties in Venezuela operation
“Look what happened in Venezuela. The speed at which that execution of that operation happened meant that we didn't have any casualties on our side.”
Michael: China is conducting the largest military buildup in world history
“I think if you think about the biggest military buildup in world history in China, and you think of it, you've seen the purge of the generals and sort of the military hierarchy there,”
Michael: Anthropic contract banned AI use for weapons engineering and kinetics
“The provisions that were in the contracts that ultimately serve the Department of War said you can't use it for planning kinetic actions, you can't use it to develop weapon systems, so all the science, engineering, aerodynamics, all...”
Michael: Anthropic demanded Pentagon exceed mass surveillance laws in AI contracts
“They wanted us to rewrite the law because they thought Congress was just behind. They weren't understanding that new tech allowed new capabilities, but again, it's not our mission.”
Roy: OpenAI and Anthropic are in a death race to IPO first
“Right now, open AI and Anthropic are in like a death race to who can get out first in terms of their IPO.”
Kantrowitz: Anthropic extrapolated thousands of Mythos bugs from 198 manual reviews
“Ananthropic states it can't actually confirm all the thousands of bugs that Mythos claims to have found are actually critical security vulnerabilities. It's just extrapolated, extrapolated that number from having found, found it in around 90% of these 198 manu…”
Kantrowitz: OpenAI and Anthropic Are Shifting to Proprietary Super Apps
“Over the past three or four months, both of them have gravitated toward building a super app. Something that uses the most advanced intelligence to control your computer, that will, to help you get things done, to in some cases even build new software for you”
Kantrowitz: Anthropic Reported Reaching $30 Billion in ARR
“Anthropic this week just came out with new revenue numbers. They are doing thirty billion ARR now”
OpenAI CFO Sarah Friar stopped reporting directly to Sam Altman in 2025
“Fryer stopped reporting directly to Altman in August last year, and instead began reporting to Fiji Simo, who had joined as head of OpenAI's applications business”
OpenAI is struggling to raise debt for data centers due to unprofitability
“Because remember again, like open AI in particulars had a really hard time. And this was in some of the reporting today as well, like with regard to trying to build their own data centers, because they just, They don't have profits. Like what, how are they, yo…”
Demis Hassabis rejected higher Facebook offer because Mark Zuckerberg misunderstood AI's potential
“Facebook offered more money, but I wanted somebody who really understood why AI would be bigger than all those things. And then he sold to Google.”
Kantrowitz: Acquired podcast TBPN reports to OpenAI chief lobbyist Chris Lehane
“They're also reporting into Chris Lehane, who's the company's chief lobbyist.”
Hoffman: Claude writes approximately 99% of its own code at Anthropic
“I think like 99% of the code for Claude is, is written by Claude.”
Brockman: OpenAI Lacks Enough Compute to Fund Its Top Priorities
“And when we look at the compute we have, we are not even gonna have enough compute to fund those two things.”
Brockman: OpenAI Reasoning Model Solved an Unsolved Physics Problem in 12 Hours
“We had this result recently where a physicist had been working on a problem for some time. He gave it to our model. 12 hours later, we have a solution, and he said this is the first time he's seen a model where he felt like he was thinking, that it felt like t…”
Brockman: ChatGPT Image Generation Uses GPT Architecture, Not Diffusion Models
“The reason we're able to do that is because it's not actually on the world model, like diffusion model tech, tech branch. It's actually based on the GPT architecture, and so there, even though it's a different data distribution, the actual core technology at t…”
Brockman: Friend Used ChatGPT to Find Treatment After Terminal Cancer Diagnosis
“I have a friend who used ChatGPT to understand different treatments for his cancer, and that he was told by doctors that he was terminal, that there was nothing they could do for him. He used ChatGPT to actually research a bunch of different ideas, and he was …”
Brockman: Late 2025 Models Boosted AI Task Completion from 20% to 80%
“So new model races really went from the AI being able to do like, 20% of your tasks to like, 80%.”
Brockman: OpenAI Abilene Supercomputer Annually Uses Water Equivalent to One Household
“If you actually look at our Abilene facility, which is one of, if not the biggest supercomputers in the world, the amount of water it uses Is the same as a household over the course of a year, right? So it's really negligible water use.”
Warner: A prominent national law firm halted all first-year associate hiring
“I even heard from a nationally known law firm that has decided to hire no first year associates. They're going to take a pause. And see how this works out before they even hire all these kids after they've done everything to get through law school and they got…”
Warner: Basic coding jobs are the first being eliminated by AI
“Guarantee of a job was, let's at least make sure everybody has basic coding skills. That was well-intentioned, but was obviously not the right answer since those are the first jobs being eliminated.”
Warner: Virginia considering $1 billion annual extraction from data centers
“We're having a major debate right now at the state level about trying to extract, you know, somewhere between five hundred million and a billion dollars a year from the industry.”
Warner: Supply chain risk designation has never targeted a US company
“To put up, you know, the supply chain designation, which I don't believe has ever been designated against an American company, this is a death warrant.”
Yen: Opting out of AI training does not prevent data collection indefinitely
“Even if they don't use it for training, they can still store it for a long time, actually forever. They can still hand it over to a government under a subpoena. They could leak it if they were hacked in the future. So just because you've opted out of training …”
Microsoft may sue OpenAI over Amazon investment, Reuters reports
“So there's reporting from Reuters that Microsoft may sue OpenAI over their fifty billion dollar investment from Amazon, and because it could violate the exclusive cloud agreement that they had they had set a number of years ago that, like, all OpenAI products …”
Nvidia CEO calls OpenClaw the biggest milestone since ChatGPT
“Jensen Wong, the NVIDIA CEO, happens to be driving the whole thing. Four and a half trillion dollar company, which is crazy. Just said that OpenClaw is the most important thing after ChatGPT.”
Anthropic captures 73% of first-time enterprise AI spend, per Ramp
“Anthropic is now capturing over 73% of all spending among companies buying AI tools for the first time.
73%.
Just 10 weeks ago, the split with OpenAI was fifty-fifty, and it was sixty-forty in OpenAI's favor as recently as December.”
Amazon summons engineers to investigate outages linked to AI coding tools
“Amazon's e-commerce business has summoned a large group of engineers to a meeting on Tuesday for a deep dive into a spate of outages, including incidents tied to the use of AI coding tools. The AI, the online retail giant has said there has been a trend of inc…”
Meta delays flagship AI model after failing to outperform Gemini 2.5
“Meta's new foundational AI model, which the company has been working on for months, has fallen short on the performance leading AI models the performance of leading AI models from rivals like Google, OpenAI, and Anthropik. On internal testing, it is now delaye…”
Founders trying cheaper audio models consistently return to ElevenLabs for quality
“11 Labs is a great example because I think you would imagine that OpenAI and others would have Built their own best in class audio models, but they just had such a compelling head start to the point that, like, the models are amazing. I will talk to founders w…”
Kantrowitz: OpenAI projects revenue reaching $284 billion by 2030
“They expect to be thirty billion in revenue this year, sixty two billion in revenue next year. A hundred and thirteen billion in 2028, one hundred eighty four billion in 2029, and buckle your seatbelt for this one, two hundred and eighty four billion in 2030.”