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 11 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
Anthropic CFO: AI creates a Jevons paradox for labor, increasing hiring
“And there's a little bit of this I think of it again like Jevin's paradox, but for labor, which is that we have people who become incredibly more productive. We actually, we've hired a lot more people because of that, because there's no shortage of work to do,…”
Patel: Low-value SaaS startups will soon get priced out of tokens
“But the shitty SaaS startup and SF who is using Claude to generate, you know, their software product is not necessarily actually creating a ton of value, and therefore they're gonna get priced out of tokens soon enough.”
Chesky: ChatGPT subscriptions will plateau because Claude and Gemini offer free tiers.
“Subscriptions. Unfortunately, they're probably going to hit a local maximum percentage of users subscribing because Claude and Gemini are giving away for free.”
Khosrowshahi: Uber prototypes with frontier AI models but scales on open source
“We're using the more expensive models to explore. Hey, let's try a new interaction here. And obviously You know, the, these frontier models, whether it's a open AI model or a cloud model, they really are terrific. And they're great to experiment against. Once …”
Anthropic uses Claude to generate statutory financial statements across all legal entities
“Today, you know, all of our legal entities, we can produce the statutory financial statements using Claude. And yes, the human checks it, but all of those financial statements are produced with Claude.”
Anthropic sells to 9 of the Fortune 10 enterprises
“Like we now sell to nine of the fortune 10, all of those enterprises are entrusting us with, you know, customer information, with their data, they're interacting with their employees, sometimes even interacting with their customers as well.”
Patel: Solo economist's AI project would have taken 200 economists a year
“And he's like, dude, this would have taken the team of 200 economists a year.”
Loeb: Claude enables individual autonomy and continuous self-improvement
“Claude really is like a, and it really enables you
To be an individual self-improver. It makes you very autonomous and like your ability is sort of like, it'll give you back whatever you put into it. If you put a lot of time and energy and effort into it.”
Baker: Claude Opus generates 70% fewer tokens per question
“There's an analysis Claude is even on Opus is generating 70% less tokens for the exact same question.”
Anthropic built 70 finance skills to automate 90% of its monthly reviews
“We now have a library of skills for Claude that are specific to finance. I think last, last I checked, there were over 70 of them that everyone can kind of access through this kind of common repository. And on top of that, we built an MFR, a monthly financial …”
Patel: SemiAnalysis built SEM chip material mapping app using Claude tokens
“One person on the team, they've been able to spend with a couple thousand dollars of Claude tokens, they've been able to create this application that is GPU accelerated, runs on a server that we have at CoreWeave, and anytime we send it an image, it's able to …”