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 4 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

What-if
Ambrosino: OpenAI Codex would have failed if released three months earlier
“I like, I am very confident that the codex app that we released in February, if that had been ready. In November, it would have absolutely failed in the market. And the only difference was the models between November and February.”
Andrew Ambrosino Jun 28, 2026 ▶ 33:33 Why OpenAI is merging Codex and ChatGPT and the future of knowledge work | Andrew Ambrosino
Insight
Badam: Relying entirely on fixed evals without team testing fails
“I don't think like if anybody's coming and seeing that, like my, I have this Concrete set of evals that I can, like, bet my life on, and then I don't need to think about anything else. Like, it's not going to work, and every new model that we're going to launc…”
Kiriti Badam Jan 11, 2026 ▶ 44:25 Why most AI products fail: Lessons from 50+ AI deployments at OpenAI, Google & Amazon
Insight
Badam: Coding agents cannot rely solely on offline evaluation datasets
“Coding agents are extremely unique compared to agents for other domains in the sense that These are actually built for customizability and these are built for engineers. So coding agent is not a product which is going to solve like this top five workflows or l…”
Kiriti Badam Jan 11, 2026 ▶ 42:03 Why most AI products fail: Lessons from 50+ AI deployments at OpenAI, Google & Amazon
Disclosure
OpenAI Codex executes code directly via shell inside a secure sandbox
“The way that we built Codex is that it just uses the shell, but in order to make that like safer and secure, we have a sandbox that the model is used to operating in.”
Alexander Embirikos Dec 14, 2025 ▶ 24:36 Inside OpenAI: 2026 is the year of agents, AI’s biggest bottleneck, and why compute isn’t the issue
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