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 12 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
Andreessen: ChatGPT is already a better doctor than your human doctor
“ChatGPT is, in fact, a better doctor than your doctor today with, like, almost a hundred percent certainty, and just the fact that it can't literally be your doctor doesn't mean you're not going to ask all the doctor questions”
Ben Thompson: OpenAI could stop model training and remain wildly valuable
“Actually, OpenAI could stop making models and be one of the most valuable companies in the world just because of ChatGPT. That's their most valuable asset.”
Ben Thompson: Contextual chat ads limit inventory and provoke bias suspicions
“If you're using the easiest possible way to target ads, which is based on the context of the conversation, we're going to show you a roughly relevant ad. Number one, your market's way smaller because you have to hope someone starts a conversation that matches …”
Ricks: Claude and xAI beat ChatGPT for science because references check out
“I don't use that one for science actually. It's too, too horrible.
Patrick Collison: So which one do you use for science?
Dave Ricks: I tend to use either Claude or the XAI one. I find it more terse. And more, the references actually check out more often.”
Collison: AI platforms will become the new aggregation layer, disrupting legacy aggregators
“It feels like step one is, that's going to happen with agentic commerce is, I feel like existing aggregators, if just aggregation is their raison d'etre, then they're going to have a lot of, ah, questions that they need to answer, because ChatGPT and the AI ap…”
Vogt: Mimicry and LLM-Style Tools Make Domestic Robotics Tractable
“If you're willing to completely let go of that and embrace today's tools, it's not the programming thing. You have to show a robot how to do a task and it can mimic that and let, you know essentially chat GPT like technologies instruct these things at a high l…”
Cacioppo: Outbound phone calls are currently working for sales
“Outbound phone calls are currently working.”
Ben Thompson: TSMC cut capex for two years following ChatGPT's release
“ChatGPT comes out. Every hyperscaler starts investing like crazy. What does TSMC do? They actually decreased their capex year over year, two years in a row. They did, they, there was no market response from TSMC to the ChatGPT moment.”
Nadella: AI front doors will remain highly competitive among major tech firms
“Because the good news here is there is going to be multiple. I mean, obviously, ChatGPT is the big one, but there's going to be, I mean, you know, Google's going to be there. We're going to be there. Meta will be there. Perplexity. There's going to be a lot of…”
Pieter Levels: ChatGPT referral traffic jumped from 4% to 20% of Google volume in a month
“ChatGPT a month ago was so if you have to Google traffic, that's like a hundred. ChatGPG was like four, so four percent, and now it's 20%.”