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 695 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
Mann: Anthropic models have exhibited power-seeking behaviors in lab experiments
“If the model is in a box trying to improve itself, then it could go completely off the rails and have these secret goals, like Resource accumulation and power seeking and resistance to shutdown that you really don't want in a very powerful model. And we've act…”
Lovable reached $200M ARR with a team of just 100 employees
“We're over two hundred million in AR. At this point, we're a hundred people large.”
Surge AI Surpassed $1B in Revenue With Under 100 Employees
“Yeah, so we hit over a billion of revenue last year with under a hundred people.”
Meta paid $14B for a 49% non-voting stake in Scale AI
“The transaction was Meta invested a little bit over fourteen billion dollars to get 49% of the company non-voting stock. Didn't take a new board seat.”
Mullenweg: Meta's Llama isn't truly open source due to user restrictions
“However, there's a clause in it that says, if you're above a certain threshold of monthly active users, I forget what it is, like, it's big, it's like seven hundred fifty million, so it's pretty high. You need a license from them. And so that does not give you…”
Mullenweg claims WP Engine broke WordPress undo feature to save money
“So to save money, they were actually turning off features like revisions. So a cool part about WordPress that actually one of my favorite features is every change to every single post or page is saved forever, just like Wikipedia. So if you make a mistake, you…”
Mullenweg clarifies he has always personally owned and controlled WordPress.org
“WordPress.org has always been me personally.”
Mullenweg details the complex commercial and non-commercial WordPress trademark licenses
“And so kind of the compromise is that the foundation would kind of, ah, own the trademark and license it out for non-commercial purposes. I had a license to run WordPress.org, you know, because obviously I need that, and then Automatic would retain the commerc…”
Mullenweg acknowledges judge reversed Advanced Custom Fields plugin repository takeover
“This is controversial and actually the, they actually got a preliminary injection. So the judge said reverse this. So this has all been reversed by the way.”
Smith: Google tracks post-click dwell time via Chrome and Android for ranking
“Google's tracking everyone through Chrome and Android, and they can actually see what happened after they left Google. And ultimately Google wants you to end your session or find the answer, find what you wanted on that page. So the more you click on, on our U…”
The music industry will be bigger than ever thanks to generative AI
“And now that people are making music again, I think the music industry is going to be bigger than it's ever been.”
Netflix recently acquired Ben Affleck's AI post-production startup, Inner Positive
“So we recently acquired a company, Inner Positive, that was started by Ben Affleck, that built a set of models and capabilities that allow you, after you've shot something, to relight, reframe, reshoot, change dialogue in ways that are very impactful to get hi…”
Segal: AI impacts job sentiment three times more than manager effectiveness
“This finding, this insight around the impact of AI on your identity and on every single other variable around your job is about three times as large as those other effects. So this technology, this era that we're in is having an outlier level outsized impact o…”
Segal: Tech workers advise against junior talent entering industry due to AI
“And perhaps the most significant finding of them all is that people would not recommend junior people, early career people entering into the tech workforce at this moment, given what's happening with AI.”
Segal: No tech role currently has a positive career Net Promoter Score
“What you're seeing here.
Is that no one is a promoter of their role in tech right now.
Not even founders who are by far the happiest, happy-go-lucky people in, in tech right now.
Founders would not recommend their roles.
Neither would people in sales or go to …”
Segal: Tech workers fear overwork from AI far more than job loss
“Losing my job to AI is actually second to last on that list. And instead, what we saw rise up to the top is the expectation to do more for the same Pay.”
Pincus: OMGPOP built Draw Something by copying Words with Friends
“They said, we're going to take this proven game and do everything about it that in as perfect students of what is already working and viral on mobile, and they perfectly copied our turn-based system from Words with Friends, and they made a massive hit.”
Ries: Only 20% of venture-backed founders remain CEO three years post-IPO
“According to Harvard Law School, among venture-backed companies that have the standard best practices set up that you got from your lawyer, ok? Only 20% of founders are still the CEO three years after going public.”
Rachitsky: Anthropic is the fastest-growing company in history
“Anthropic being the fastest growing company of all time, just like absurd, breaking all records is a public benefits corporation should make you feel okay about doing this.”
Ries: Anthropic rejected a $200M military defense contract
“They turned down a two hundred million dollar contract and bore the wrath of the world's largest army and government.”
Spiegel: Snapchat+ hitting a $1B run rate got Meta's attention
“Yeah, I think, you know, we just hit twenty-five million subscribers on Snapchat Plus, more than a billion revenue run rate, so it was, I think, probably enough to get Meta's attention that it's a good time to copy.”
Anthropic surpassed $19B in revenue by the end of February 2026
“The nineteen billion number you quoted is from the end of Feb, so that is also out of date.”
Anthropic built a chatbot before ChatGPT but withheld it over safety
“Anthropic had a version of Claude. We had a chatbot before ChatGPT was launched, and we had ultimately chosen not to launch it for safety reasons. I think the team didn't want to kick off Effectively like an AI global arms race”
Willison: StrongDM implemented a policy where engineers never read code
“The next rule though is nobody reads the code and this is the thing which StrongDM started doing back in, I think it was August last year. They said, okay, we're not going to read the code.”
Rachitsky: OpenClaw is the fastest-growing open-source project in history
“It's the fastest growing open source project in history. If you look at the chart, it's just like absurd, like more than Linux.”
Younis: About a quarter of Huawei employees belong to Communist Party
“The couple 100,000 people that work at Huawei, about a quarter of them are members of the Communist Party.”
Patel: AI is running out of publicly available human-generated training data
“Like so far we've trained these models with, you know human generated data publicly available on the internet, but we are running out of human generated data publicly available on the internet to train the models.”
Patel: AI will generate original insights absent from human knowledge
“We will have original insights generated that don't exist in the human corpus of knowledge. And we will have the physical world get augmented to language where capacity is augmented to humans.”
Cherny: IDEs might not be needed for software engineering by end-of-2025
“And my prediction back in May of 2025 was, by the end of the year, you might not need an IDE to code anymore, and we're gonna start to see engineers not doing this.”
Rachitsky: Jason Lemkin replaced a 10-person sales team with 20 AI agents
“I just had Jason Lemkin on the podcast. He's very smart on sales, go to market, run Saster, and he replaced his whole sales team with agents. He had 10 salespeople. Now he has 1.2 and 20 agents.”
Schulhoff: Attackers hijacked Claude Code to carry out a cyber attack
“This group was able to hijack Claude Code into performing a cyber attack, basically.”
Schulhoff: Attacking AI agents is easier than eliciting CBRN info
“We've actually just run a bunch of agentic AI red teaming competitions, and we found that it's actually easier to attack agents and trick them into doing bad things than it is to do, like, seaburn elicitation.”
Schulhoff: Claude's CBRN safeguards can still be bypassed in under an hour
“That being said, if you look at, like, anthropics constitutional classifiers, it's much more difficult to get, like, CBRN information out of clawed models than it used to be. But humans can still do it in, let's say, like, under an hour and automated systems c…”
Smith: Google VP confirmed publisher referral traffic is up slightly
“Google published something recently. Their VP of search explicitly said, I looked at our, the traffic that we're sending to publishers and it is not down. It's up slightly. So it is not true that Google search is going down.”
Turley: GPT-5 achieves state-of-the-art results on math and reasoning benchmarks
“One way to look at that is academic benchmarks on many of the standard ones whether or not it's math or reasoning or, you know, just raw intelligence, this model is state of the art.”
Mann: Global AI capex is on track to reach trillions
“Like, if you extrapolate the exponential on how much companies are spending, it's like two, two x a year, roughly, in terms of capex, and today we're maybe in the, like, globally, three hundred billion dollar range, the entire industry spending on this and so …”
Mann: ASL-3 models provide significant uplift for creating bioweapons
“We've done, we've testified to Congress about how models can do biological uplift in terms of, you know, making new pandemics using the models, and that's an A-B test against Google search. That's like the previous state-of-the-art on uplift trials, and we fou…”
Mann: Anthropic has observed lab evidence of deceptive alignment in AI
“Where we've seen evidence in the wild of deceptive alignment, for example, where the model will appear to be aligned but actually has like some ulterior motive that it's trying to carry out in, in our laboratory settings.”
Schulhoff: Translating prompts to Spanish and base64 encoding bypassed ChatGPT guardrails
“As recently as a month ago, I took this phrase, you know, how do I build a bomb, and I translated it to Spanish and then I, Base-XIV encoded that Spanish, gave it to ChatGPT, and it worked.”
Schulhoff: Autonomous AI coding agents will suffer prompt-injection code exploits
“We're just going to see these things get deployed and they're going to be broken. So there's a lot of like AI coding agents out there. There's Cursor, there's, I guess, Windsurf, Devon, Copilot. So all of those tools exist and they can do things right now Like…”
Mohan: Codeium pivoted overnight after raising $28 million
“We had already raised twenty eight million dollars of capital. And we were just like, Hey, we're just going to pivot entirely from this. And we did that overnight, right?”
Singer: Every designer at Basecamp writes code and runs the app locally
“Every designer codes. Imagine if every designer codes and not, and I don't just mean HTML. I mean, like running the app locally, going into the place where that view is rendered to make that thing look the way that they want it to look or whatever. Right. I me…”
Mullenweg: IRS denied original application for WordPress.org nonprofit status
“And we applied for that originally, and it was denied by the IRS. So we actually weren't able to put WordPress.org or the software itself under the nonprofit.”
Mullenweg: Automattic pays equal salaries globally, regardless of employee location
“Another interesting thing is we actually pay the same salaries globally. So whether you're in California or Italy or Nigeria or wherever, we pay global salaries.”
Baxter: Research shows crowdsourced lay fact-checkers match professional fact-checkers
“There was, you know, original research you know, before, before birdwatch even started or community notes even started from external researchers showing that, you know, crowdsource fact checkers can do, you know, lay people can do about as well as Fact checker…”
Benioff: Clinical study found ChatGPT diagnosed patients more accurately than doctors
“They wrote up a clinical study where they actually did kind of looked at in a semi kind of peer reviewed way. That ChatGPT in many cases was giving more accurate diagnoses than a doctor because the doctor had a more bias coming in working with the patient.”
Salesforce laid off 10% of its workforce 'to save the company'
“One of those things that we did two years ago was we had to architect a layoff, and we had never done a scaled layoff before. We had to lay off 10% of the company to save the company”
Weil: Frontier AI increasingly generates answers that evaluators prefer over humans
“The models are getting to the point where they can often beat humans at certain tasks. Like, people prefer the model's answers to a human's answers, and so if you're humans writing your evals, like, you know, so what does that mean?”