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 8 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 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
Srinivas: Google quadrupled an engineer's pay to stop Perplexity recruitment
“There was one amazing candidate that I tried to recruit from Google. This candidate used to work in the, I mean, he still works there, in the Google search team. Like, it's not one of the AI people. And the moment he told them that he's gonna join us, they qua…”
Srinivas: Perplexity link clicks will be more valuable than Google clicks
“Our sense is also that the value of a link click on perplexity will be more than on Google. You know, your pitch has to be a way higher intent to still leave the site and go.”
Srinivas: Anthropic will release a model better than GPT-4 in 2024
“I actually think they will end up creating a model better than GPT-IV this year. Like, it, it's sort of almost guaranteed to happen. So I believe it's going to happen with CLAW-III.”
Srinivas: OpenAI will stay ahead of competitors with GPT-4.5 or GPT-5
“I'm sure there's a GPT 4.5 or five that will stay ahead. So it really is going to be a cat and mouse game there where Anthropics playing catch up and OpenAI is ahead through multimodal capabilities, reasoning capabilities, and things, things like that.”
Srinivas: OpenAI's ultimate value will lie in ChatGPT, not model APIs
“I think OpenAI's value will lie in the ChatGPT product itself. The end-to-end product, and they're going to face competition there, too.”
Srinivas: 50% to 60% of Character.AI Users Are Under 20
“It's more popular among the younger generation, like 50 to 60% of their user base is under the age of 20. Because they're using it to talk to imaginary anime characters and things like that.”