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.

clear all ✕

why aren't all 15 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 Contradicted
Hill-Smith: Google used unpublished 32-shot CoT to claim Gemini beat GPT-4
“Back when I'm Googled a Gemini one when I ultra and needed a number that would say it was better than GPT four. And Like, constructed I think never published, like, chain of thought examples, 32 of them in every topic in MLU to run it, to get the score.”
Micah Hill-Smith Jan 9, 2026 ▶ 8:36 Artificial Analysis: The Independent LLM Analysis House — with George Cameron and Micah Hill-Smith
Assertion Partly supported
Lambert: OLMo 32B roughly matches original GPT-4 level while fully open
“Like Olmo-Thirty-Tube is if you squint like original GPT-IV level and fully open.”
Nathan Lambert Jul 31, 2025 ▶ 1:16:23 The RLVR Revolution — with Nathan Lambert (AI2, Interconnects.ai)
Assertion Supported
Scialom: Llama 3 405B is the best open-source model ever released
“At a high level, it's the best open source model ever. It's Better than GPT-IV. I mean, what version? But, by far, compared to the version originally released even now, I think there's maybe the last cloud Sonya FF-V and GPT-IV-Zero that are performing it.”
Thomas Scialom Jul 23, 2024 ▶ 37:43 Training Llama 2, 3 & 4: The Path to Open Source AGI — with Thomas Scialom of Meta AI
Assertion Partly supported
Retool survey found GPT-4V NPS was around 14 vs 45 for GPT-4
“GPT-IV.V. MPS, I want to say it was, like, 14 or something, like, it was, like, not high, actually. But the GPT-IV MPS thing was, like, 45 or something like that”
David Hsu Feb 7, 2024 ▶ 51:30 The State of AI in production — with David Hsu of Retool
Assertion Partly supported
Swix: AI Inference Costs for Fixed Intelligence Fall 100x Annually
“The cost of intelligence for a given set of intelligence, let's say GPT-IV, let's say O-one, whatever, it is literally falling a hundred X over the course of one year.”
Shawn Wang Jul 5, 2025 ▶ 24:27 ⚡️Anthropic vs Cognition on Multi-Agents: A Breakdown with Dylan Davis
Assertion Partly supported
Polu: GPT-4 was ready internally at OpenAI months before September 2022
“I had seen GPT-IV internally at the time. It was September, 20, 22. So it was pre-chat GPT, but GPT-IV was ready since, I mean, I'd been ready for a few months internally.”
Stanislas Polu Nov 11, 2024 ▶ 19:16 Agents @ Work: Dust.tt — with Stanislas Polu
Assertion Supported
Lambert: GPT-4 achieves 80% preference labeling agreement versus 70% for humans
“Essentially, people also think that synthetic data is, like, GPT-IV is more accurate than humans at labeling preferences, so if you look at these diagrams, like, humans are about 60 to 70% agreement, or, like, that's what the models get to, and if humans are a…”
Nathan Lambert Jan 11, 2024 ▶ 48:53 The Origin and Future of RLHF: the secret ingredient for ChatGPT - with Nathan Lambert
Assertion Contradicted
Lambert: GPT-4 Turbo Gap Over Original GPT-4 Exceeds TÜLU 2 to GPT-4 Gap
“So it's like the difference from these, the GPT-IV Turbo to like the GPT-IV that was first released is bigger than the difference from Tulu-II to GPT-IV.”
Nathan Lambert Jan 11, 2024 ▶ 1:26:04 The Origin and Future of RLHF: the secret ingredient for ChatGPT - with Nathan Lambert
Assertion Supported
GPT-4-level intelligence is now over 100 times cheaper than at launch
“The, like, one fact on that is that you can get intelligence at the level of GPT-IV for over a hundred times cheaper than GPT-IV was at launch right now.”
Micah Hill-Smith Jan 9, 2026 ▶ 58:55 Artificial Analysis: The Independent LLM Analysis House — with George Cameron and Micah Hill-Smith
Assertion Contradicted
Wagner claims Flux shipped embedded AI chat before GPT-4 released
“So I think I'm going to claim here, I think we were the first engineering tool or design tool that had an AI chat in it. We shipped that I think a month or two months before GPT-IV became publicly available.”
Matthias Wagner Nov 22, 2025 ▶ 4:18 ⚡️ Building the AI Hardware Engineer with Matthias Wagner, Co-founder of Flux
Assertion Supported
Claude 3.5 wrote fire-and-forget code while GPT-4 used defensive programming
“Claude, for instance, the Sonnet 3.5 was very much fire and forget. It would write code in a kind of Pythonic way, just like, let it fail. Don't be careful about it. Whereas GPT four would use defensive programming, use self assertions.”
Jack Hopkins Apr 27, 2025 ▶ 16:27 ⚡️Factorio Learning Environment: the ultimate Game Agent Eval — Jack Hopkins
Assertion Partly supported
Eugene Yan: Ensembled LLMs outperform standalone GPT-4 for evaluation tasks
“So in this paper here by Kohir, what they did was they have a reference model, and this reference model is GPT-IV. And then essentially what they did was the ensemble command R, Haiku, and GPT-IV. And I can't remember what the I think the ensemble was just maj…”
Eugene Yan Nov 29, 2024 ▶ 43:37 [Paper Club] DocETL: Agentic Query Rewriting + Eval for Complex Document Processing w Shreya Shankar
Assertion Supported
Swyx: Distilling GPT-4 to Mini cut costs 15x with 2% hit
“Yeah, I sat in the distillation session just now, and they showed how they distilled from four to four mini, and it was like only like a two percent hit in the performance, and 15 X cheaper.”
Shawn Wang Oct 4, 2024 ▶ 48:14 Building AGI in Real Time (OpenAI Dev Day 2024)
Assertion Supported
Patel: SemiAnalysis reported GPT-4 mixture of experts architecture in January
“Just being clear, I talked about mixture of experts in January, it's just people didn't really notice it.”
Dylan Patel Dec 5, 2023 ▶ 1:08 The State of Silicon and the GPU Poors - with Dylan Patel of SemiAnalysis
Assertion Supported
Hu: SWE-bench scores jumped from 3% on GPT-4 RAG to 43%
“If we just use GPT-IV plus RAG, what do we get? It's, like, a measly three percent. And then up to the most recent submissions where they get up to 43%.”
Jesse Hu Oct 19, 2024 ▶ 7:40 [Paper Club] SWE-Bench [OpenAI Verified/Multimodal] + MLE-Bench with Jesse Hu
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