The Ledger

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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

Opinion
Kolter: Neural network architectures matter less than commonly believed
“I actually think architectures don't matter as much as everyone else thinks they do.”
Zico Kolter May 7, 2026 ▶ 1:08:15 OpenAI Board Member Zico Kolter: Modern AI Is Just 200 Lines of Code
What-if
AI capabilities would have been achieved even without inventing transformers
“I think if we hadn't invented the transformer, we would have gotten there with whatever LSTM you know, state space model, whatever, anything else people were developing, we would have gotten there.”
Zico Kolter May 7, 2026 ▶ 1:08:19 OpenAI Board Member Zico Kolter: Modern AI Is Just 200 Lines of Code
Insight
Kolter: AI models do not get safer automatically by scaling up
“You can't just sort of trust models to get safer by getting bigger. You have to put in the work to actually make them safer. And this is, I think what a lot of AI companies are investing in. This is why we in fact do have models that are improving on these dim…”
Zico Kolter May 7, 2026 ▶ 15:03 OpenAI Board Member Zico Kolter: Modern AI Is Just 200 Lines of Code
Opinion
Kolter: Robotics AI is not yet ready for pure compute scaling
“Certain fields. I think things like robotics is still one. I don't think we're quite at the, let's just scale it up level with robotics yet. Some companies might argue we are. I don't think we are. I think we're still in the let's explore methods to find the r…”
Zico Kolter May 7, 2026 ▶ 37:38 OpenAI Board Member Zico Kolter: Modern AI Is Just 200 Lines of Code
Assertion Supported
Kolter: Adversarial prompts optimized on open-source LLMs break commercial models
“Once we had done that, we found that when you had these weird terms that you sort of flipped around to optimize one, to optimize the response for one model, you could just take those same exact strings you would optimize, paste them into a commercial model, an…”
Zico Kolter May 7, 2026 ▶ 47:51 OpenAI Board Member Zico Kolter: Modern AI Is Just 200 Lines of Code
Opinion
Kolter: AI agent benefits outweigh security risks if deployed with proper guardrails
“Yes, I think so, actually. I think if you run with proper guardrails, you know, we release guardrails for coding agents, for example. If you're on proper guardrails with proper sandboxing, and right now, yes, you probably also take some care to be a little bit…”
Zico Kolter May 7, 2026 ▶ 58:56 OpenAI Board Member Zico Kolter: Modern AI Is Just 200 Lines of Code
Disclosure
Kolter no longer writes code manually, relying entirely on AI agents
“I don't write code anymore. I do all my work now, and I do lots of, you know, I still do some research, right? It's entirely telling Codex what to do.”
Zico Kolter May 7, 2026 ▶ 59:29 OpenAI Board Member Zico Kolter: Modern AI Is Just 200 Lines of Code
Insight
The vast majority of modern AI intelligence comes from self-training
“I don't think people have properly internalized the fact that the vast majority of intelligence comes from self training effectively.”
Zico Kolter May 7, 2026 ▶ 1:05:53 OpenAI Board Member Zico Kolter: Modern AI Is Just 200 Lines of Code
Prediction Not checkable as stated
Zico Kolter: Current AI trajectory will yield capable systems without breakthroughs
“I think the current trajectory we're on is going to get us, even if there were no more breakthroughs, I think, you know, with the minor additions that we are doing right now, we will get to incredibly capable systems, even if we were to freeze things right now…”
Zico Kolter May 7, 2026 ▶ 1:06:34 OpenAI Board Member Zico Kolter: Modern AI Is Just 200 Lines of Code
Opinion
Text model scaling is one of humanity's top scientific discoveries
“The discovery That when you train big enough models on lots of text, and then turn, and then a little bit of additional sort of, you know, fine-tuning text, and then turn them loose to generate, that this generates long-form coherent thought. That was probably…”
Zico Kolter May 7, 2026 ▶ 1:09:06 OpenAI Board Member Zico Kolter: Modern AI Is Just 200 Lines of Code
Disclosure
OpenAI's Safety Committee has authority to delay model releases
“In the case essentially where we have more questions, we can delay model release if we feel that we need to understand that, that better.”
Zico Kolter May 7, 2026 ▶ 3:46 OpenAI Board Member Zico Kolter: Modern AI Is Just 200 Lines of Code
Assertion Not checkable as stated
Zico Kolter: AI models are objectively safer than a year ago
“Models, definitely, objectively, I would say, in a lot of scenarios we can measure, are safer than they were a year ago.”
Zico Kolter May 7, 2026 ▶ 10:21 OpenAI Board Member Zico Kolter: Modern AI Is Just 200 Lines of Code
Disclosure
Kolter: Calculating a P(doom) for AI is a flawed concept
“I have never expressed a P. Doom and things like this. I just think it's a very weird concept as if the world is some stochastic set of dice that you can roll multiple times and that we don't have direct influence over this.”
Zico Kolter May 7, 2026 ▶ 20:28 OpenAI Board Member Zico Kolter: Modern AI Is Just 200 Lines of Code
Insight
Kolter: AI safety is solved through frontier interaction, not pauses
“I think the way you solve things is through, through ongoing exploration of what's happening and through, through interaction with the frontier.”
Zico Kolter May 7, 2026 ▶ 26:11 OpenAI Board Member Zico Kolter: Modern AI Is Just 200 Lines of Code
Insight
Kolter: Reasoning models are much harder to jailbreak via probability optimization
“Reasoning models were much more effective because you can't really do the same trick of optimizing for a probability with a reasoning model that has a whole trace of reasoning that happens in the middle and kind of reflect a bit more. So it's much harder to br…”
Zico Kolter May 7, 2026 ▶ 49:51 OpenAI Board Member Zico Kolter: Modern AI Is Just 200 Lines of Code
Insight
Kolter: AI coding agents are extremely good mechanistic interpretability researchers
“Coding agents are extremely good Mechinterp researchers.”
Zico Kolter May 7, 2026 ▶ 1:01:11 OpenAI Board Member Zico Kolter: Modern AI Is Just 200 Lines of Code
Prediction Not checkable as stated
Kolter: AI agents might turn mechanistic interpretability into a science
“I think that we actually might finally be able to make more what I would consider a science of this through essentially leveraging mass research by agents deployed for this problem.”
Zico Kolter May 7, 2026 ▶ 1:02:13 OpenAI Board Member Zico Kolter: Modern AI Is Just 200 Lines of Code
Insight
Kolter: Scientific progress occurs when young researchers ignore old guard beliefs
“Basically progress happens when The current crop of young researchers ignores the things they've been taught that the old guard believes.”
Zico Kolter May 7, 2026 ▶ 1:10:24 OpenAI Board Member Zico Kolter: Modern AI Is Just 200 Lines of Code
Assertion Not checkable as stated
A complete modern LLM takes only 200 to 300 lines of Python
“You have this code this code to build a complete large language model that can train on a large data set and learn to speak, runs on GPUs yes, eventually is trained with RL and tool calls. That entire set of code, probably two to 300 lines of Python code.”
Zico Kolter May 7, 2026 ▶ 1:13:46 OpenAI Board Member Zico Kolter: Modern AI Is Just 200 Lines of Code
Opinion
Kolter: AI companies should establish board-level safety and security committees
“I think it's actually very important that AI companies start to establish similar governance policies, because this is something that requires that level of just oversight and of assurance. It is a becoming You know, a massive industry, and just like there are…”
Zico Kolter May 7, 2026 ▶ 4:54 OpenAI Board Member Zico Kolter: Modern AI Is Just 200 Lines of Code
Insight
Kolter: AI safety focus is shifting from single models to ecosystems
“I think actually one of the big trends we're seeing is a lot of safety is moving from the model level to the ecosystem level and talking about, you know, what's not one model capable of, but what's AI broadly capable of.”
Zico Kolter May 7, 2026 ▶ 9:18 OpenAI Board Member Zico Kolter: Modern AI Is Just 200 Lines of Code
Insight
Kolter: Renaming AI Safety Summit to AI Action Summit shows political shift
“The, you know, AI safety conference was, or AI safety summit was renamed the AI action summit or something is, has some significance actually in terms of the sort of taking temperature of where the world is politically.”
Zico Kolter May 7, 2026 ▶ 27:06 OpenAI Board Member Zico Kolter: Modern AI Is Just 200 Lines of Code
Assertion Not checkable as stated
OpenAI differentiated early on by prioritizing model scale over new methods
“About opening up early on is that they always had this bet on scale. In a time where I think that was looked upon very suspiciously that, oh, if you, the thought somehow that we had all the methods already, and all you had to do was scale them up that mindset …”
Zico Kolter May 7, 2026 ▶ 32:46 OpenAI Board Member Zico Kolter: Modern AI Is Just 200 Lines of Code
Prediction Not checkable as stated
Kolter: Universities will drive AI breakthroughs in math and science
“There's going to be a whole lot of breakthroughs happening with AI enablement in math and basic science, those kinds of things. Universities, I think will play a foundational role in shaping that future.”
Zico Kolter May 7, 2026 ▶ 38:27 OpenAI Board Member Zico Kolter: Modern AI Is Just 200 Lines of Code
Insight
Kolter: AI evals test average performance; security tests worst-case performance
“Most evaluations are done kind of in a, They measure expected value, basically. They measure sort of how well does it work on average, and security measures how well does it work in the worst case.”
Zico Kolter May 7, 2026 ▶ 42:20 OpenAI Board Member Zico Kolter: Modern AI Is Just 200 Lines of Code
Insight
Kolter: Jailbreaking modern AI safety systems requires complex multi-query attacks
“But they are, they require that degree of complexity to really jailbreak modern systems in a, for information that has this sensitivity to it.”
Zico Kolter May 7, 2026 ▶ 54:13 OpenAI Board Member Zico Kolter: Modern AI Is Just 200 Lines of Code
Insight
Kolter: Prompt injection introduces data exfiltration risks to AI agents
“Things like prompt injection are really a new security vulnerability for AI agents, and they mean that your risk is not just that you could have some, the model says something mean to you or something like that. Or even they could just write bad code. It could…”
Zico Kolter May 7, 2026 ▶ 57:05 OpenAI Board Member Zico Kolter: Modern AI Is Just 200 Lines of Code
Insight
Kolter: AI agent security requires managing permissions alongside manipulation risks
“AI security of agents is this interaction between what can the agent be manipulated into doing? What might it do accidentally? And what credentials or access does it have to really affect change?”
Zico Kolter May 7, 2026 ▶ 58:13 OpenAI Board Member Zico Kolter: Modern AI Is Just 200 Lines of Code
Assertion Not checkable as stated
Zico Kolter: Reinforcement learning is now the foundation of all AI post-training
“RL is now the foundation of really all post training. It's all done by RL.”
Zico Kolter May 7, 2026 ▶ 1:04:27 OpenAI Board Member Zico Kolter: Modern AI Is Just 200 Lines of Code
Insight
Kolter: Major AI breakthroughs require both massive scale and luck
“Reasoning models were the next big breakthrough. Those are rare. They do take kind of a, you know, both, both a massive scale and kind of a bit of luck to get there.”
Zico Kolter May 7, 2026 ▶ 1:07:44 OpenAI Board Member Zico Kolter: Modern AI Is Just 200 Lines of Code
Insight
Kolter: Entire complexity of AI systems emerges from training data
“The entire complexity of an AI system evolves from the data they're trained on.”
Zico Kolter May 7, 2026 ▶ 1:14:36 OpenAI Board Member Zico Kolter: Modern AI Is Just 200 Lines of Code
Assertion Not checkable as stated
Zico Kolter: Agentic AI systems have far more autonomy than last year
“The amount of autonomy granted to agentic systems now is far greater than a year ago.”
Zico Kolter May 7, 2026 ▶ 11:25 OpenAI Board Member Zico Kolter: Modern AI Is Just 200 Lines of Code
Disclosure
Kolter tried recruiting Schulman and Karpathy to CMU before OpenAI launched
“I was trying to get both John Schulman and Andre Karpathy to apply for faculty jobs at CMU, and I was trying to understand where they were, if they were going to apply, what they're going to be like, and they said, no, I think I'm going to be doing this startu…”
Zico Kolter May 7, 2026 ▶ 31:34 OpenAI Board Member Zico Kolter: Modern AI Is Just 200 Lines of Code
Assertion Not checkable as stated
Kolter: State-of-the-art AI security combines classifiers, safety training, and opsec
“What they look like is basically classifiers on input. So you'll read what the, what a user types in classifiers on things like tool responses to classifiers. And when I say classifier, I just mean things that will read texts and kind of classify whether or no…”
Zico Kolter May 7, 2026 ▶ 51:04 OpenAI Board Member Zico Kolter: Modern AI Is Just 200 Lines of Code
Assertion Supported
CMU undergrad AI course has students build an LLM from scratch
“You build a LLM completely from scratch. You use PyTorch, but you build one from scratch that, you know, can be a chatbot. You train it on data. You RL it to solve math problems with tool calls. You do all of this. And this is a undergrad level course.”
Zico Kolter May 7, 2026 ▶ 1:11:36 OpenAI Board Member Zico Kolter: Modern AI Is Just 200 Lines of Code
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