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 19 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 2 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 Not checkable as stated
Hong: Competitor's AI demo can be solved entirely by Lean's grind tactic
“We're talking about, for example, the grind tactic in Lean. It can currently handle a lot of mass proofs, like, at a very low level. And this is pretty shocking because I have seen, you know, actually another company working in the same space, like, you know, …”
Carina Hong Jun 3, 2026 ▶ 10:27 Scaling Past Informal AI - Carina Hong, Axiom Math
Prediction Not checkable as stated
Hong: Informal math systems will not achieve math AGI
“I'm going to say on the record, we do not believe that an informal math system is going to be the math AGI solution.”
Carina Hong Jun 3, 2026 ▶ 50:41 Scaling Past Informal AI - Carina Hong, Axiom Math
Assertion Not checkable as stated
Hong: DeepMind's Formal Math Slowdown Post-AlphaProof Was Non-Technical
“After AlphaProof, kind of like, we didn't see a lot of the formal math you know, results or kind of progress from Google DeepMind, and that's actually because of reasons that are not necessarily technical.”
Carina Hong Jun 3, 2026 ▶ 6:18 Scaling Past Informal AI - Carina Hong, Axiom Math
Assertion Supported
Hong: Axiom Math has solved open research problems across math subfields
“We have good performance, you know, having solved open research questions and number theory, commutative algebra, algebraic geometry, some discrete math that come into Rx and probability.”
Carina Hong Jun 3, 2026 ▶ 19:14 Scaling Past Informal AI - Carina Hong, Axiom Math
Prediction Open · timeframe Jun 2029
Hong: Axiom Math will be worth $10 billion
“Because when we realize the dream, the company's gonna be worth ten billion.”
Carina Hong Jun 3, 2026 ▶ 50:19 Scaling Past Informal AI - Carina Hong, Axiom Math
Assertion Supported
Hong: Axiom and Harmonic mistakenly claimed solved Erdős problems were new
“So actually what happened was our competitor, Harmonic, decided to publicize that they have solved unsolved problems, Erdos number one two four and four 81, and then we trusted their literature review, believing that these problems are really, truly unsolved. …”
Carina Hong Jun 3, 2026 ▶ 59:19 Scaling Past Informal AI - Carina Hong, Axiom Math
Prediction Not checkable as stated
Hong: Lean-Based Systems Will Struggle With Highly Creative Combinatorics
“I think a Lean-based system will struggle in those very creative places, which is why we at Axiom actually also invest on something called mathematical discovery.”
Carina Hong Jun 3, 2026 ▶ 20:25 Scaling Past Informal AI - Carina Hong, Axiom Math
Assertion Supported
Hong: Harmonic's Aristotle Verified an Erdős Problem Proof Found by GPT
“In fact, like, you know, GPT found a proof to an unsolved Erdos problem, and our competitor Harmonic, you know, Aristotle you know, verified it.”
Carina Hong Jun 3, 2026 ▶ 25:33 Scaling Past Informal AI - Carina Hong, Axiom Math
Assertion Open · timeframe Jun 2029
Hong: Axiom's unmodified Putnam system achieved 99% on Verina benchmark
“And we actually recently, with no modification to the Putnam system, we saw a 99% out of the 189 problems, we saw a 187, we missed only two code-wisp-proof.”
Carina Hong Jun 3, 2026 ▶ 29:46 Scaling Past Informal AI - Carina Hong, Axiom Math
Prediction Not checkable as stated
Hong: Future coding will rely on automated test-generated specifications
“I think this is the future of coding. Yes, I think this is the future of coding. And I think this is where, you know, this is where I think even if we are supposed, like given the assumption that everything can be formally verified, you know, like studying sor…”
Carina Hong Jun 3, 2026 ▶ 34:09 Scaling Past Informal AI - Carina Hong, Axiom Math
Assertion Supported
Hong: All OpenAI formal math researchers have left the company
“No, no, they all left.”
Carina Hong Jun 3, 2026 ▶ 1:05:45 Scaling Past Informal AI - Carina Hong, Axiom Math
Assertion Contradicted
Hong: DeepSeek dissolved its formal reasoning team over strategic shift
“And we have since, for example, Deep Seek All right. Like originally having a formal team and then later dissolve that team because of strategic direction change.”
Carina Hong Jun 3, 2026 ▶ 1:14:16 Scaling Past Informal AI - Carina Hong, Axiom Math
Prediction Not checkable as stated
Hong: AI for Math Will Fragment as Axiom and Harmonic Lead
“I expect fragmentation to start to happen as Axiom and Harmonic establish category leadership.”
Carina Hong Jun 3, 2026 ▶ 1:30:39 Scaling Past Informal AI - Carina Hong, Axiom Math
Assertion Supported
Hong: AI Solved All Non-Combinatorics IMO Problems Across 2024 and 2025
“Across 24 and 25, AI models could solve all the problems that are not combinatorics.”
Carina Hong Jun 3, 2026 ▶ 5:56 Scaling Past Informal AI - Carina Hong, Axiom Math
Assertion Not checkable as stated
Hong: Each line of verified code currently takes 20 proof lines
“Currently, actually, you know, for each line of code written, there could be like 20 lines of proof.”
Carina Hong Jun 3, 2026 ▶ 36:18 Scaling Past Informal AI - Carina Hong, Axiom Math
Assertion Not checkable as stated
Hong: Claude plus AXLE is a go-to setup in Lean community
“And we have seen also, we have heard from a lot of the people that Claude plus Axel is kind of their go-to setup for now.”
Carina Hong Jun 3, 2026 ▶ 1:09:03 Scaling Past Informal AI - Carina Hong, Axiom Math
Prediction Not checkable as stated
Hong: Auto-generated blueprints will be the key bottleneck in formal math
“I think auto-generated Blueprint is going to be a technical bottleneck that many people are trying to solve around the same time.”
Carina Hong Jun 3, 2026 ▶ 1:10:56 Scaling Past Informal AI - Carina Hong, Axiom Math
Assertion Partly supported
Hong: Axiom's Francois Charton Solved Decades-Old Math Conjectures
“Francois Charton, a member of technical staff at Axiom, and he previously have done Patent Boost and End-to-end, you know, settle this proof, a thirty-year-old conjecture by finding a counterexample found the solution to a one-hundred-and-thirty-year-old probl…”
Carina Hong Jun 3, 2026 ▶ 21:57 Scaling Past Informal AI - Carina Hong, Axiom Math
Assertion Not checkable as stated
Hong: Axiom Prover has scaled proof trees from 40 to 4,000 nodes
“We have seen it scale from 40 notes to 4000 notes.”
Carina Hong Jun 3, 2026 ▶ 37:18 Scaling Past Informal AI - Carina Hong, Axiom Math
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