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 13 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
Walls: Claude Code Replaces Developers and Designers for $100/Month
“When you realize what it can do, it can replace the work of developers, designers, and an entire team of people for a hundred bucks a month, and you can build anything you want pretty much.”
Ries: Anthropic's enterprise AI lead stems from its trust advantage
“I think it's extremely obvious if you look at the data that's been published so far, that part of the reason they have an enterprise advantage is because they have a trust advantage.”
Cera: Anthropic and OpenAI narrow their thinking when asked to design
“Unfortunately, Entropic and OpenAI, if you ask them to design stuff, they kind of narrow the thinking.”
Gil: OpenAI and Anthropic are fastest companies ever to $10B revenue
“OpenAI, Anthropic, and others are the fastest companies to ten billion dollars in revenue basically ever, right?”
Tan: Anthropic's Claude Code team uses AI to write 95% of codebase
“The Claude Code team apparently writes, 95% of their code is written by Claude, which means very directly that each engineer working on Claude Code themselves is doing the work of 20 people.”
Ries: Anthropic's Long-Term Benefit Trust appoints corporate board directors
“Their company is governed by something called the long-term benefit trust, which is an outside set of trustees that are not like a vague advisory board or like remember the trust And safety counsel that that Facebook famously had and The totally ignored. The L…”
Ries: FTX Implosion Auctioned Anthropic Shares to Unaligned Investors
“Huge chunks of Anthropic stock were sold at auction to any investor who wanted them, including people who are super, super unaligned.”
Ries: Anthropic Founders Left OpenAI Over AI Safety Dispute
“I met the Anthropik team when they first left OpenAI, and they, you know, they left over a dispute With OpenAI over you know, exactly how to pursue the question of AI safety.”
Ries: Trustworthiness is one of the most underrated business assets today
“I think that that courageous stand that they took, again, leaving aside the politics of it, just looking at it from a pure business perspective, Is an example of a very savvy business strategy that sees trustworthiness as an asset, like a business asset that c…”
Gil: Project Alexandria will translate foundational books for 80% of humanity
“So one thing that I might even be working on is taking working with OpenAI and Anthropic and 11 and a few other folks on taking the world's most important books and using machine translation to translate them into languages that represent over 80% of humanity …”
Shim: Basic transcription and summarization are commoditized table stakes
“It's very easy to build a basic model. So transcription, you can do open source. You can buy some stuff. You can drop it into chat GPT or Anthropic and get a summary against it. And those are good. And you'll see there's this kind of table stakes of you should…”
Cera: Anthropic reports run rate rather than ARR due to API usage
“That's why Entropic, for example, also talks about an annual run rate and not recurring, because they have subscriptions, but they also have revenue coming from one off, like, API consumption, but then that volume is then annualized.”