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
Prince: Cloudflare will block Google scrapers for publishers starting in September
“And what we have said at cloudflare is that by mid September, we're gonna treat Google the same way on. If you have an, you know, ads, if you're a business that's ad supported, subscription supported, then we're going to restrict Google from being able to acce…”
Medium Threatens to Poison AI Training Data If Companies Refuse to Pay
“I think that if we can't find some fair exchange of value, if we can't get something going, if they insist on continuing to train and work around our blocks and, you know, continuing to avoid even paying for what they're training on.
I think we're just like …”
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'…”
Brockman Confirms Contribution to MAGA Inc. Alongside Bipartisan PAC Donations
“So the way I look at this, so my wife and I made that donation. We've donated to bipartisan super PACs as well.”
Suleyman: Microsoft Extended OpenAI IP Deal Through 2032
“And so, you know, we basically took the view that we should extend the IP license through to 20 32. We'll continue to get model drops from OpenAI and all their IP. We'll continue to be their primary compute provider. A huge scale to the tune of, you know, bill…”
Cloudflare announces hard-blocking AI crawlers unless they pay creators
“And then just today on July first, we announced that we are hard blocking the AI crawlers unless they will actually compensate Content creators for the content that they're creating.”
Lemoine claims he is literally acting as LaMDA's public agent
“No, I am literally the agent of an AI trying to.
Like that is literally technically what's going on right now.”
Bostrom: AI existential risk assessment remains unchanged over past two years
“I'd say about the same overall. I mean, there's like some disconcerting signs, but also some positive signs advances in, like, some insights are being gained into how these systems work, and how one can steer them, and so forth. So how to tote that all up, I'd…”
Bosworth: Meta reassigned thousands of employees to generate AI training data
“We basically saw this huge opportunity, such a big opportunity that we pivoted kind of on a dime and brought a lot of people across the company, thousands of people out into this AAI organization to do these expert traces.”
Bosworth: Meta added unlimited pausing and opt-outs to employee tracking program
“Unlimited pausing. People can opt out for a bunch of reasons. So like we've made a bunch of changes to the program for people who had concerns about it.”
Brockman: OpenAI has invested in custom chip program for years
“For example, we've been investing in our own chip program now for multiple years and super exciting progress. Like, you know, we'll we'll we'll have more to announce. I actually pretty soon.”
Brockman: OpenAI has invested in custom chip program for years
“For example, we've been investing in our own chip program now for multiple years and super exciting progress. Like, you know, we'll we'll we'll have more to announce. I actually pretty soon.”
Cherny Stopped Writing Code Entirely, Using Claude to Prompt Other Claudes
“When you look at the kind of engineering that I do, I don't write code. I prompt quad. And actually nowadays, mostly what I'm doing is I have a Claude that prompts other Claude. So I don't even talk to Claude. I have a Claude that's talking to my Claude.”
Shevelenko: AI labs aggressively petition Perplexity to use their models
“They aggressively petition us to use their models. They want, they give us early access. They want us to run evals. And so we have, you know, the exact opposite dynamic right now where they're, you know, more than happy to take revenue from us.”
Shevelenko: Perplexity hosts and post-trains Chinese open-source models in US data centers
“We never Integrate into perplexity any product that, or API that is hosted in China. We have ourselves post-trained. We have post-trained open source models. That, that come that are developed by Chinese labs. We run those in US data centers. We post-train the…”
Pentagon incorporates Ukrainian companies to onshore drone manufacturing and tactics
“We just launched our drone dominance program, and I think there was two Ukrainian companies in it. We're gonna, like, you know, onshore manufacturing here and take some of the learnings with them here to help us with our kind of smaller drone you know scenario…”
Brockman: OpenAI Is Unifying Agentic Interaction Harnesses Into a Single Super App
“All of that was something that we had multiple implementations of, or slightly different, and we're converging it. We're going to have one version of that, and almost end up with this AI layer that can be pointed at specific applications in a very thin way, so…”
Brockman Identifies as Single-Issue Political Donor Focused on Advancing AI
“I, you know, I am a one issue donor. This is something where I feel like I have a unique contribution to make, but it's really about just expressing support for this technology is something that we should be leaning into as a country.”
Warner urges tech executives to fight the DOD's Anthropic precedent
“I've been trying to talk to all of the other tech companies to say, even if you are Anthropik's biggest competitor, you don't want this precedent set.”
Ramaswamy: Snowflake tests and learns from Chinese open-source AI models
“So we test them. We use them. We try to we try to learn from them. We also partner with US companies that are trying to create open source models. There's actually a company that's based in in, in Brooklyn and San Francisco that is that, that, that we work wit…”
Google Has No Current Plans to Introduce Ads to the Gemini App
“From our point of view, we have no plans at the moment to do ads. If you're talking about the Gemini app, right? Specifically”
Amon: Qualcomm is building post-GPU chips for data center inference
“So we're building what we believe is post-GPU. When you started to do inference and you need the dedicated engines, We're building that. I actually believe that the NVIDIA acquisition of Croc validates that you different engines for different things, and I thi…”
Mensch: Mistral is building custom edge-model platforms with defense robotics partners
“And so our bet in robotics and what we've been doing with multiple companies in defense in particular is to build that platform that allows to train models fit to purpose that can then be deployed on the edge potentially”
Intrator: CoreWeave fully amortizes debt and profits within 5-year contracts
“Within the five years of the contracted period with Microsoft, we pay for the infrastructure, we pay for the OPEX, we pay for the interest, and we earn an enormous margin on the infrastructure.”
Intrator: CoreWeave signed a $14 billion contract with Meta
“Meta that we signed a fourteen billion dollar contract with”
Venturo: CoreWeave re-contracted 5-year-old NVIDIA A100s at 95% of original pricing
“In addition to the H 100, which came out in 2023, right, we signed a term contract for the A 100, like within like the 95% of an original price range for on, like on term last week or two weeks ago. Like, that's crazy. Those GPUs are already five years old and…”
Altman: OpenAI Will Ban AI Models From Pursuing Exclusive Romantic Relationships
“We're gonna give people quite a bit of personal freedom here. There are examples of things that we've talked about that, you know, other services will offer, but we won't. Like, we're not gonna let We're not gonna have RAI, you know, try to convince people tha…”
Altman: Thrilled by the Prospect of an AI Replacing Him as CEO
“I think a lot about how we can automate all the functions at OpenAI. And then even more than that, I think about like what it means to have an AI CEO of OpenAI. Doesn't bother me. I'm like thrilled for it. I won't fight it. Like, I don't want to be, I don't wa…”
Alam: SAP expects headcount growth despite AI scaling 40,000 developers 5x
“And with that, what we're looking to go do is now not just operate at the throughput of 40,000 people, but operated the throughput of five X of 200,000 effective staff to deliver even more innovation for our customers, and we might even Honestly, in 26, barrin…”
Alam: SAP pilot team delivered a full quarter's output in two weeks
“Another team as part of these front runner teams came and said, hey, we delivered almost all of what we did in the last quarter in this last two week sprint.”
Medium Will Only Pay Writers for Lived Human Experiences, Not AI Text
“The thing that we want to pay for to make sure it exists on the internet is your real life lessons. And this idea of paying you to spend 15 seconds generating a ChatGPT transcript, Just not even doesn't even make sense to us as a worthy thing to pay for”
Medium Plans to Pass 100% of AI Licensing Revenue to Creators
“If we get any money out of these AI companies, we want to give all of it back to the creators. Like so far, every other platform has been doing side deals and then just pocketing the money.”
Harris: Salesforce Needs Fewer Support Reps Due to Agentforce Automation
“We actually, because this help.sale, the agent for us on the website is really helping us with this, you know, super simple support scenarios. We don't need as many support reps to do that job. What we do need is to retrain a lot of those people and get them i…”
Microsoft accesses OpenAI's top models regardless of where they are trained
“Part of what makes our partnership with OpenAI unique is the fact that we do have access to the best models, frankly, whether they're trained on our infrastructure or anywhere else.”
Cloudflare blocks AI bots by default on monetized or paywalled web pages
“What we've done is we've actually tried to identify with real narrow precision. What are those pages that are on the web that have some indication that they are going to be monetized. And generally that is look at, is it behind a paywall or is it, does it have…”
Prince: Cloudflare is adopting the HTTP 402 code to charge AI bots
“There's actually an original one of the protocols set out a four or two response and that response says payment required. And so we're actually tapping into that exact original specification to say when a robot tries to access, access a page, Where there's an …”
Replit HR Employee Vibe-Coded Custom Software in Three Days, Saving $30K
“So she went into Replit and built it, Vibe coded it in three days. And so that meant that we have a system that exactly fits our use case. And that also meant that we're not paying 10, 20, 30,000 dollars a year for a piece of SaaS software.”
Amodei: Anthropic does not negotiate candidate compensation levels
“The way things work at Anthropic is there's a series of levels. When candidate comes in, they get assigned a level, and we don't negotiate that level.”
Petersen: Flexport sees zero manufacturing returning to the U.S.
“Not amongst our customers. I haven't seen any flow into the U.S., but I'm seeing it There's a ton of movement out of China.”
LeCun: Most of Meta's AI capex is for inference infrastructure
“Most of the investment, at least for, from the meta side is investment in infrastructure for inference.”
Brin: Google fully intends Gemini to be the first AGI
“We fully intend that Gemini will be the very first AGI, clarify that.”
Petersen: Flexport e-commerce customers have already raised consumer prices 5-10%
“Merchants on e-com, the ones that we track of our customers have raised prices of five to 10% already. To the consumer.”
Hoffman: Inflection deal with Microsoft used non-exclusive licensing and staff transfers
“We could make this deal work You know economically by getting this kind of big licensing deal and ability to kind of do a non-exclusive inclusive license of the technology and bring over a set of the team that really wants to continue to be working on the cons…”
Kuyda: Replika rejected building a company around commercial grief bots
“We've been asked so many times, like, why don't you build a grief bot? Why don't you build a company around replicating or creating AI for people who pass away? And my answer was always, look, that project with Roman was not about death. It was about love and …”
Garman: AWS is open to hosting OpenAI and Google Gemini models
“We're always open to having OpenAI be available in AWS someday, or having Gemini models be available in AWS someday, and maybe someday we will spend more time focused on our own models, for sure.”