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 16 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 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
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?”
Santos: OpenAI's Sora is reportedly burning $15 million per day
“This is why it's kind of known that, you know, Sora, you know, OpenAI Sora is literally burning, it's been said to be burning fifteen million dollars per day, right, on the app, essentially with people like playing with the video.”
Tan: ChatGPT is the most astonishing consumer product launch in history
“ChatGPT itself is actually the best and most astonishing consumer launch of any product in the history of products actually.”
Cera: OpenAI is not doing anything with OpenClaw after hiring its creator
“It was paranoia that actually was unfounded because he sold to OpenAI, and, like, they're not really doing anything with it.”
Walls: Sam Altman said polite user prompts cost billions
“I think that Sam Altman one time said that even if you add a nice little thing at the end, it costs them all this. They're spending billions just because people are being nice.”
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.”
Wade Foster: Claude Opus struggles with hard coding tasks compared to OpenAI
“One thing I've found is that like Opus is like more enjoyable to just like talk to and go back to it. Like sort of is an easier conversation list, but like when I'm having it work on hard problems, it sometimes just like bugs out. It doesn't do as good of a jo…”
Gil: AI coding tools will empower millions to build huge companies
“Through things like all the different coding models, you know, cloud code, or open AI, or cognition, or, like, it's gonna put the power of building things in the hands of millions of people who couldn't do it before. It's already doing that. And I think a subs…”
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 …”
Smith: ChatGPT Will Eventually Offer Prompt Search Volume Data Through Ads
“I don't anticipate they'll do that soon. I think that they'll eventually do that as they build out ads, but they don't give you that information.”
Gil lists core investments including OpenAI, Stripe, SpaceX, and Perplexity
“Yeah, let's see definitely Andrile, Android, Airbnb, Coinbase Instacart, Stripe Square a little bit of SpaceX OpenAI, Perplexity, A couple other things. Cognition.”
Singla: Greg Brockman replied to cold email in under an hour
“I primarily called email Greg Brockman, who's a co-founder and president, and I cc'd Sam Altman, and I got a reply from Greg in less than an hour from sending an email when they probably had less than 50 users for GBT-free.”
Dan Shipper: GPT-4 and Claude Opus beat human experts in blindly judged benchmarks
“They found that GPT-V is better than experts, like blindly judged better than experts at completing these tasks like 40% of the time, and I think Claude Opus is at 40, at 49%”