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.

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why aren't all 35 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

Assertion Supported
Bryk: Perplexity and ChatGPT Search rely on legacy Google and Bing APIs
“So these systems, there are a few of them now they basically rely on like traditional search engines like Google or Bing, and then they combine them with like LLMs at the end to, you know, output some power graphics answering your question. So they, Like, Sear…”
Will Bryk Jan 10, 2025 ▶ 21:16 Beating Google at Search with Neural PageRank and $5M of H200s — with Will Bryk of Exa.ai
Assertion Supported
Kant: Major AI labs did not prioritize RL for LLMs three years ago
“And the second was that reinforcement learning was going to be the biggest driver for LLM capabilities. Today, very obvious three years ago was not an opinion held or direction held at either OpenAI or Google or Anthropic or others.”
Eiso Kant Jul 22, 2026 ▶ 6:03 The AI Frontier: from open weights to open research — Eiso Kant, Poolside AI
Prediction Held up
Patel: Google and Amazon will borrow debt to fund AI infrastructure
“Google and Amazon haven't taken on debt yet for AI infrastructure, but they will, right?”
Dylan Patel Feb 26, 2026 ▶ 33:54 Dylan Patel Explains the AI War While Cooking | In-Context Cooking
Assertion Supported
Swyx claims Jeff Dean just left Google
“Jeff Dean just left Google.”
Shawn Wang Sep 7, 2026 ▶ 38:50 Orbs: Shifting Coding to Cloud — Quinn Slack, Amp Code
Assertion Supported
Google developers internally use a coding tool called Jet Ski
“They use an internal thing called jet ski. And I mean, the simple reason is they have internal versions of everything else. And so if they actually train the, they release the internal version to the external world, it would just make no sense. Like it would j…”
Shawn Wang Mar 14, 2026 ▶ 19:58 ⚡️Monty: the ultrafast Python interpreter by Agents for Agents — Samuel Colvin, Pydantic
Assertion Supported
Eskildsen: Turbopuffer ANN v3 searches 100B vectors with 40ms p50 latency
“ANN v. Three can search a hundred billion vectors with a p-fifty of around 40 milliseconds and a p-ninety-nine of 200 milliseconds. Maybe other people have done this. I'm sure Google and others have done this, but we haven't seen anyone at least not in like a …”
Simon Eskildsen Mar 12, 2026 ▶ 46:40 Retrieval After RAG: Hybrid Search, Agents, and Database Design — Simon Eskildsen of Turbopuffer
Assertion Supported
Patel: Google and Amazon stocks dropped 10% on combined $380B CapEx
“Google announced a hundred and eighty billion of capex. The stock went down and then Amazon announced two hundred billion of capex and their stock went down. Like, I want to say like 10%.”
Dylan Patel Feb 26, 2026 ▶ 24:27 Dylan Patel Explains the AI War While Cooking | In-Context Cooking
Assertion Supported
Dean: Next-gen Gemini Flash matches or beats prior-gen Gemini Pro
“For multiple Gemini generations now, we've been able to make the sort of flash version of the next generation as good or even substantially better than the previous generations pro, and I think we're gonna keep trying to do that because that seems like a good …”
Jeff Dean Feb 12, 2026 ▶ 6:28 The AI Frontier: from Gemini 3 Deep Think distilling to Flash — Jeff Dean
Assertion Supported
White: Co-Scientist uses LLM ranking while Robin filters with data and literature
“In co-scientists, their filtration process was other LLMs sort of ranking it with rubrics or like personas. And our filtration process was like literature search and data analysis.”
Andrew White Jan 28, 2026 ▶ 26:58 🔬 From Red Teaming GPT-4 to Automating Drug Discovery: The Future of AI in Science — Andrew White
Assertion Supported
Fanelli: Anthropic scrapes 6,000 pages per referral, compared to OpenAI's 250
“Google would be a two to one crawl to referral ratio, so for every two pages, they will read, they will send you one visitor. He said OpenAI is 250 to one, so they'll read 250 of your pages and send you one person. And Anthropic was like 6000 to one. So they'l…”
Alessio Fanelli Apr 24, 2025 ▶ 50:01 Why Every Agent needs Open Source Cloud Sandboxes
Assertion Supported
Carlini extracted production models from Google and OpenAI with legal permission
“We ran the attack that let us, yeah, stole several of OpenAI's models. With their permission... We notified everyone who was vulnerable to this attack. Some Google models were vulnerable. Some open AM models were vulnerable. There were one or two other people …”
Nicholas Carlini Aug 28, 2024 ▶ 57:21 Personal benchmarks vs HumanEval - with Nicholas Carlini of DeepMind
Assertion Supported
Patel: Google is co-designing TPU v5 and TPU v6 with Broadcom
“TPU, you know, all the way through to all, TPU v-five, which is the one they're in production of now, and six, and, you know, all these are all gonna be you know, co-designed with Broadcom.”
Dylan Patel Dec 5, 2023 ▶ 22:25 The State of Silicon and the GPU Poors - with Dylan Patel of SemiAnalysis
Assertion Supported
Patel: Google, OpenAI, and Anthropic are developing multi-datacenter training
“One of the big bottlenecks is how much power and how many chips you can get into a single data center. So, like, A, Google and OpenAI and Anthropic are working on this, right?”
Dylan Patel Dec 5, 2023 ▶ 1:06:37 The State of Silicon and the GPU Poors - with Dylan Patel of SemiAnalysis
Assertion Supported
Ludwig: 2B parameter LLMs can run on embedded vehicle hardware
“You can run that model on embedded system. Definitely.”
Peter Ludwig Apr 27, 2026 ▶ 49:04 The $15B Physical AI Company: Simulation, Autonomy OS, Neural Sim, & 1K Engineers—Applied Intuition
Assertion Supported
Andreessen: Google had internal chatbots between 2017 and 2021 but withheld them
“Between 20 17 and 20, 21, I mean, that was the era of which like companies like Google had internal chatbots, but they weren't letting anybody use them.”
Marc Andreessen Apr 3, 2026 ▶ 4:57 Marc Andreessen introspects on Death of the Browser, Pi + OpenClaw, and Why "This Time Is Different"
Assertion Supported
Google, Microsoft, Amazon, OpenAI, and Anthropic joined AAIF as platinum members
“You have Google, Microsoft, Amazon Block, Bloomberg, Cloudflare, OpenAI, Anthropic. Just a platinum member, create a foundation.”
David Soria Parra Dec 28, 2025 ▶ 1:35:53 One Year of MCP — with David Soria Parria and AAIF leads from OpenAI, Goose, Linux Foundation
Assertion Supported
Justine Moore: Veo 3 lacks image-to-video with audio, reverting to Veo 2
“Cause the thing to know about VO three that I think a lot of people don't know until you use it is you actually can't do image to video with audio. Google hasn't released that yet. I would assume for trust and safety reasons in the interface, you can start wit…”
Justine Moore Jul 9, 2025 ▶ 9:58 AI Video Is Eating The World — Olivia and Justine Moore, a16z
Assertion Supported
Olivia Moore: Google Flow defaults to Veo 2 and fails on mobile
“Flow and VO, it's, like, VO two is actually the default, and you have to, like, navigate a bunch of, like, little hidden buttons to change it to VO three. So there's, like, YouTube videos with, like, millions of hits of just, like, how do I find VO three withi…”
Olivia Moore Jul 9, 2025 ▶ 25:56 AI Video Is Eating The World — Olivia and Justine Moore, a16z
Assertion Supported
Mallick: Google was first to market with live video API input
“So we were actually the first to market with also video input”
Shrestha Basu Mallick Jun 2, 2025 ▶ 7:53 [AIEWF Preview] Gemini in 2025 and Realtime Voice AI
Assertion Supported
Basu Mallick: Google was first to introduce tool chaining for live APIs
“Again, we were very proud because we introduced tool chaining first, so you could change search and code execution to all kinds of analysis.”
Shrestha Basu Mallick Jun 2, 2025 ▶ 8:33 [AIEWF Preview] Gemini in 2025 and Realtime Voice AI
Assertion Supported
Agarwal: Google AI Overviews Uses Speculative Decoding With Distilled Models
“And this was actually used, so I guess the cool application of this I can mention is the next slide, which is AI overviews at Google. I don't know if people have seen this or this kind of thing. Like, there is this thing that comes up, and that actually uses t…”
Rishabh Agarwal Mar 23, 2025 ▶ 35:46 The Magic of LLM Distillation — Rishabh Agarwal, Google DeepMind
Assertion Supported
Swix: Google's entire SigLIP vision team left to join OpenAI
“I think the most recent notable move, I think the entire vision team from Google Lucas Beyer and all the other authors of Siglip left Google to join OpenAI”
Shawn Wang Mar 14, 2025 ▶ 3:24 Snipd: The AI Podcast App for Learning — with CEO Kevin Ben-Smith
Assertion Supported
Patel: Google TPU v5e is half the size of TPU v5p
“TPUv-V-V-E is, like the new one, but it's mostly, mostly an inference chip. It's a small chip. It's a little bit, it's about half the size of a TPUv-V-V. That chip, you know, you can get very good performance on, like, Of Lama, 70 B inference, right?”
Dylan Patel Dec 5, 2023 ▶ 11:49 The State of Silicon and the GPU Poors - with Dylan Patel of SemiAnalysis
Prediction Held up
Rizk predicts Google will soon automatically flag AI-generated media
“The second thing is, frankly, I don't think it's up to you, whether you tell them or not. Very, very soon, like, Google is just gonna mark things as AI generated.”
Youssef Rizk Sep 20, 2023 ▶ 1:04:40 Generating your AI Media Empire - with Youssef Rizk of Wondercraft.ai
Assertion Supported
Dean: Google Search index updates improved from monthly to sub-minute
“So the update rate actually is the parameter that changed the most. Surprisingly. So it used to be once a month. And then we went to a system that could update any particular page in, like, sub one minute.”
Jeff Dean Feb 12, 2026 ▶ 28:49 The AI Frontier: from Gemini 3 Deep Think distilling to Flash — Jeff Dean
Assertion Supported
Dean: Google moved its entire search index into memory in 2001
“So in 2001, we introduced we put our entire index in memory. And what that enabled from a quality perspective was amazing, because before, you had to be really careful about You know, how many different terms you looked at for a query, because every one of the…”
Jeff Dean Feb 12, 2026 ▶ 25:45 The AI Frontier: from Gemini 3 Deep Think distilling to Flash — Jeff Dean
Assertion Supported
Borovik: Google built internal AI coding tools in Cider IDE for years
“Being Google, we built a lot of our own tools and, you know, cider, which, you know, folks maybe have heard of is our, you know, our internal IDE and we've had all kinds of, you know, capabilities and tools there for a while. So yes, you know, we certainly hav…”
Jed Borovik Nov 10, 2025 ▶ 5:42 ⚡ Inside Google Labs: Building The Gemini Coding Agent — Jed Borovik, Jules + AIE CODE Preview
Assertion Supported
DeepMind and OpenAI used different reduction methods to solve IMO Problem 1
“Google has one method and then OpenAI AI also have another method but both kind of works. Basically you just reduced any n to three, and then you just do case by case analysis.”
Dr. Jasper Zhang Jul 24, 2025 ▶ 8:48 ⚡️Math Olympiad gold medalist explains OpenAI and Google DeepMind IMO Gold Performances
Assertion Supported
Kilpatrick: Google's implicit caching automatically passes cost savings to developers
“Explicit caching is nice. Like there's definitely use cases where it makes sense, but people want implicit caching. So I'm happy passing the cost saving on to developers. You don't have to do anything. It just works right now and you're saving money.”
Logan Kilpatrick Jun 2, 2025 ▶ 4:09 [AIEWF Preview] Gemini in 2025 and Realtime Voice AI
Assertion Supported
Mallick: Gemini officially supports 24 languages but responds in Klingon
“We officially support 24 languages, but you can try talking to the model and cling on and it'll respond to you.”
Shrestha Basu Mallick Jun 2, 2025 ▶ 23:28 [AIEWF Preview] Gemini in 2025 and Realtime Voice AI
Assertion Supported
Google simplifies Gemini Flash pricing to flat 10 cents per million tokens
“So it went from seven and a half cents per million tokens to 10 cents. The sort of way that this was offset was we used to distinguish. I don't know if folks are familiar with this, but we used to distinguish based on input token volume. So it was like over a …”
Logan Kilpatrick Feb 28, 2025 ▶ 2:16 Gemini 2.0 Flash and Flash Thinking: the new SOTA models for the agentic era
Assertion Supported
Sehgal: Gemini Deep Research retains all browsed websites in context
“We actually keep everything in context, like all the sites that it's read remain in context. So if there's a piece of missing information, it can just fetch that.”
Arush Sehgal Feb 18, 2025 ▶ 12:35 Why is everyone cloning Deep Research?
Assertion Supported
Yi Tay: UL2 is a 20B encoder-decoder model using T5 pre-training data
“So I think UL-II is an encoder, decoder, 20 B model. I think when we got it approved, it was, like kind of, you know, it was released as, like, kind of, like, the big brother of T-Five, you know, kind of like, okay, we updated T-Five with, like, a new objectiv…”
Yi Tay Jul 5, 2024 ▶ 14:54 The 10,000x Yolo Researcher Metagame — with Yi Tay of Reka
Assertion Supported
Frankle: OpenAI, Google, Meta, and Apple have data deals with Shutterstock
“And you know, I, at least I've heard in the news, like opening, I Google, Meta Apple have all called Shutterstock and made those deals.”
Jonathan Frankle Jun 25, 2024 ▶ 3:05 State of the Art: Training 70B LLMs on 10,000 H100 clusters
Assertion Supported
Frankle: Google TPUs provide much higher bandwidth-to-compute ratios
“TPUs have a very different network bandwidth to compute ratio. They have a lot more bandwidth just objectively and TPUs per chip tend to be a little bit less compute intensive and have a little bit less memory.”
Jonathan Frankle Jun 25, 2024 ▶ 41:17 State of the Art: Training 70B LLMs on 10,000 H100 clusters
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