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 126 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
Vogt: Fully autonomous vehicles will dominate new car sales within 2-3 years
“What I do expect is, you know, within two or three years, most likely, I think the. Majority of new car sales will transition to vehicles where people don't have to drive because once you have that choice, I have a hard time believing that people are going to …”
Vogt: Cruise will sustain 10X annual fleet growth for the foreseeable future
“Next year it'll be thousands. And then it'll kind of continue. At least 10 X growth every year for their foreseeable future.”
Baratz claims all other quantum computing companies remain purely in R&D
“Unlike any other quantum computing company, which is entirely In the R&D and research experimentation mode, we have commercial systems, so we're also focused on building the business.”
Luria: OpenAI is a negative gross margin business
“Open AI is a negative gross margin business. They claim they're not, but they are right. Which is to say it costs them more to answer your chat GPT question than they make revenue from you.”
Petersen: U.S. trade tariffs will decrease American manufacturing
“What we've seen over the last few weeks is it's gonna decrease American manufacturing.”
Newton predicts Grammarly will be dead by the end of 2025
“Oh, can I give you a prediction? Grammarly dead by end of 2025.”
Benioff: Prompt engineering was invented at Salesforce
“Even prompt engineering was invented at Salesforce, which we're very proud of.”
Doshi: Search engine traffic will drop over 25% before 2026
“I mean, I think there's a very high probability it is greater than that number in a shorter span of time.”
Ray Dalio predicted an economic crash virtually every year since the 1980s
“What we found was nonstop since the 19 eighties, Ray Dalio has been predicting economic calamity. Every, virtually every single year he has predicted a giant crash.”
Callaghan: Social platforms are removing almost a majority of Trump conservatives
“No, they're removing almost a majority of Trump conservatives off of social media platforms, pushing them further into deep internet holes where they only see each other and they only talk to each other.”
Brown: Leading AI labs lack independent verification of model safety
“The other piece is the accountability, is there's no independent verification of how the models perform. What we get when it comes to, you know, how, how does OpenAI, or how does Anthropic do on questions around bias, what we get from them is a blog post that …”
Kedrosky: AI capex exceeds all historical Western buildouts except WWII rearmament
“As I said, we're now larger than everything except for World War II rearmament, which doesn't play as well in Germany as it does everywhere else. But nevertheless, so the point being that as a percentage of GDP, as a percentage of non-residential fixed investm…”
Antani: 86% of Claude Code tokens are spent fixing its own errors
“And the, these models, I was reading a research paper, 86% of the tokens spent by cloud code are spent fixing mistakes cloud code made.”
Roy: Meta capex figures exclude $46B in Hyperion SPV debt exposure
“Meta recorded 88.6 billion in capital expenditures, but that doesn't include the Hyperion SPV, which had its own forty six billion dollars of exposure.”
Frontier AI models matched elite human bug finders last year
“This Rubicon was crossed well last year with the Opus four series with the GPT five series. That is when the models became better or as good or better than the best human bug finders and not just as good as the best Bug finders.”
Siegler: Tying Gemini's crawler to Search gives Google massive content negotiation leverage
“Google's crawler is also tied to Google search. And so if you're turning off the crawler for Gemini you're potentially turning off Google search, which basically no one is willing to do at this point. And gives Google, you know, a huge leverage point. In, in a…”
Kantrowitz: Google Cloud Will Sell OpenAI Models Within Months
“I think Google Cloud is going to start selling open AI models within the next couple of months based off of, you know, just kind of a hunch, right? So they're going to be the infrastructure layer that enables all three big models.”
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...”
Adler: AI systems assist with bioweapon creation beyond Google search baseline
“The AI systems are helpful above and beyond Google in part because they can go back and forth with you and they can help you troubleshoot and dynamically answer your questions. And so even presented with the information on Google, people often can't get all th…”
Mensch: DeepSeek built on Mistral's open-source MoE architecture
“Like we released the first
Sparse mixture of experts back at the beginning of 2024, and they built on top, and they released deep seek free, and deep seek was built on top of that. Well, it was, it's the same architecture, and we released, like, everything tha…”
Kantrowitz: Tim Cook will announce departure on Apple Q1 earnings call
“Tim Cook announces on first quarter conference call that he's leaving the company at the end of the year.”
OpenAI Plans to Launch ChatGPT Adult Mode in Q1 2026
“This is from Wired. Fiji on the call said the company now plans to roll out its adult mode in the first quarter of twenty-twenty-six. Altman had previously indicated users over 18 would be allowed to have erotic conversations with ChatGPT.”
Kantrowitz: Tim Cook could step down as Apple CEO in early 2026
“But between that departure and this mega byline story in the FT I could see Tim Cook realistically leaving in Q one in 20, 26. I think that's a real thing.”
The New York Times blocks OpenAI's Atlas browser bot
“The New York times seems to block it. So if you want to go to NY times.com and then like ask the bot in the side panel of the browser, To, like, navigate the site for you, or to speak with it about the stories there. Just can't. Can't do it.”
Heitzman: An unnamed AI actress sparked a major talent agency bidding war
“There's this now famous AI Based actress who is it's in a bidding war to be represented by the major talent agencies that you can't tell. And that person is almost as good as a human.”
Figma is deprecating third-party API access for prototype synchronization
“Recently they notified us that. You know, they've, they are deprecating that across the board, not just for us, for everyone.”
Roy: Proposed $14B TikTok US buyout will not go through
“I don't think it's going to happen. Fourteen billion versus forty billion. And we don't actually have confirmation from Xi Jinping or from any one on the Chinese side.”
Prince: Google search query volumes are declining for the first time
“What we're seeing though, is that for the first time in history, searches across the major search engines, Google in particular, are actually on the decline.”
Cursor's Market Share Gains Come Directly From Copilot's Decline
“As cursor is eating market share, you can see it is almost exactly proportional to Copilot declining in usage.”
Smith: IBM fired workers for AI automation and had to rehire
“So we saw this thing where IBM fired all these people because it thought they could replace their jobs with AI and then had to hire them all back, had to hire like a ton of people back. Maybe not the exact same people, not doing the exact same things, but for,…”
Lee: Tether Is the World's Third Most Profitable Financial Institution
“And so Tether, from a net income basis, makes more money than most financial institutions. I think it's, would be the third most profitable financial institution in the world.”
Petersen: Closing De Minimis Exemption Will Crash Air Freight Prices
“It's going to crash the price of air freight would be my prediction.”
Petersen predicts short-term goods recession driven by higher consumer prices
“Short term is going to be a lot, a goods recession for sure. I mean, there'll be less goods sold because prices will be higher.”
Roy: OpenAI Forecasts Profitability in 2028 After $7B 2027 Burn
“They're supposed to turn profitable, if we, you remember the numbers, in twenty-twenty-eight, after burning seven billion dollars in twenty-twenty-seven.”
Broderick predicts Bluesky will reach 100 million users by early 2026
“Blue Sky
Is now north of twenty-five million users, and it's well on its way to, let's, let, let's say that by this time next year, maybe even sooner, Blue Sky is gonna be around a 100,000, Blue Sky will be around a hundred million users, which I looked up th…”
Ives: Apple's China sales will grow 15% to 20% next year
“But Alex, if you look at comps, the next year, China's gonna be up 15, 20%, and that's why, like, the bears, when they come out of hibernation mood with iPhone mathematical gymnastics trying to scare people, the reason the stock's not doing anything, because i…”
Ives: Trump victory will initially hurt AI trade, Apple, and Tesla
“Trump gets in, if he gets in, It is very negative for the AI trade. Initially, semis, tariffs, retaliatory for Apple, Tesla.”
Ives: NVIDIA will reach $4 trillion market cap in 3-6 months
“I think you're looking at four trillion dollar mark cap again in the next three to six months. I mean, that's, I think them and Apple, they battle it out for that finish line to get the four trillion.”
The public will see a GPT-5 level AI model by year-end
“Because by the end of this year, we'll get to see hopefully what a GPT-V level model looks like, and we'll learn whether we're on the path to some kind of super intelligence.”
Wood: AWS Is the Only Cloud for Privately Customizing AI Models
“Today we're the only place where you can take your own data, and we have customers With exabytes of data. You'd be surprised how many customers have exabytes of data on AWS, and they can take that data that they've invested in, and they can use it with these m…”
McDermott: ServiceNow customers will build 1 billion apps within two years
“There's going to be a billion apps built in the next two years by the customers we serve on our platform.”
Pogue: OceanGate's Titan Completed 20 Dives to Titanic Depths
“Secondly, it had made 20 uneventful dives to the Titanic depths and back.
Without a blink.”
Pogue: Titanic Expert Paul-Henri Nargeolet Fully Approved Titan's Design
“Thirdly, probably the most famous, one of the most famous living Titanic explorers in the world, P.H. Nargele was on board as an Ocean Gate employee.
He had been looking over the design, construction, and testing of the Titan submersible and fully approved.”
Luckey: Anduril's submarines are the world's longest-range electric vehicles
“And I think actually our submarines are the longest range electric vehicles of any kind anywhere in the world.”
Lemoine: Kurzweil's Google lab mission was explicitly to pass Turing test
“So, like, Lambda came out of Ray Kurzweil's lab, and his lab's explicit corporate mission was to pass the Turing test.”
Enjeti predicts Republicans will win exactly 53 Senate seats in 2022
“It's easy. 53 seats in the Senate for Republicans. I think they sweep and win every single contestable one, including the Nevada.”
Brynjolfsson: Next Tech Wave Will Disproportionately Hit Lower-Skill Jobs
“Our analysis that we did in a follow-up paper with Daniel Rock of Wharton suggests that as with the previous wave, the next wave of technology also will disproportionately affect some of the lower and middle skill jobs compared to the higher skill jobs”