Assertion Partly supported
Lessin: Trial revealed Altman paid Brockman $10M from family office
“It was revealed that Altman, because it was a nonprofit back then, was paid Greg ten million dollars out of his, like, own family office and kept it from Elon, and so all these sort of alliances were being formed beneath the surface, and it just seemed like a …”
Assertion Not checkable as stated
Jessica Lessin: Prominent media lists are driven by corporate sponsorship
“So it's not just clicks though. The business interests that circulate these lists are intense. And this is how I know it. Because I was wandering the streets of Davos, Switzerland, as one does with friends of mine. And all of a sudden they look at their watch …”
Assertion Not checkable as stated
Eric Schmidt invested in Anthropic through a relationship with Dario Amodei's wife
“Her romantic turned business relationship with Eric Schmidt that led to the, his investment in Danthropic to crossing paths briefly with Jeffrey Epstein in terms of pitching him on her company.”
Assertion Not checkable as stated
Lessin: Tech Execs Privately Reject the US-China AI War Narrative
“In Washington tech execs go to Washington to say, we have to be trying to an AI at all costs privately, or even semi privately. The exact same people say, obviously the U S and China are going to both be leaders at AI. They sort of reject that the war narrativ…”
Assertion Partly supported
Jessica Lessin: Stripe is attempting to acquire PayPal
“The Information has a big Stripe financial scoop that is worth discussing because. We have not discussed Stripe in a while and it is trying to buy PayPal.”
Assertion Supported
Lessin: Stripe Is Teaming Up With Advent for PayPal Bid
“So what they're doing for this PayPal takeover offer, which, you know, is, is just that, like, no sign that any deal is done, and I'm sure other bidders will emerge and whatever, but they're teaming up with Advent, which is a private equity firm,”
Prediction Open · timeframe Sep 2026
Jessica Lessin: Anthropic will go public by September
“Anthropic will go public. I would be shocked if they're not public in September.”
Assertion Not checkable as stated
Jessica Lessin: Anthropic is profitable
“But anthropic is profitable.”
Assertion Supported
Lessin: Polymarket directed influencers to fake trades and earnings
“But Polymarket has been directing influencers to make fake videos about fake trades and reporting fake earnings for their influencer program.”
Prediction Not checkable as stated
Most consumers won't need a $20 per month personal AI agent
“And I actually think that it's very possible we live in a world where over the next 10 years, most people don't need to be paying 20 dollars a month for a personal agent that can do all these amazing things.”
Assertion Supported
Lessin: OpenAI is preparing to confidentially file for an IPO soon
“Breaking news from the information and other outlets is that OpenAI confidentially filing soon.”
Prediction Not checkable as stated
Lessin: Agentic Google Search is the nail in SEO's coffin
“What does everyone think about the Google search going agentic? Like, this is the nail in the coffin of SEO.”
Assertion Supported
Lessin: Meta has been logging employee keystrokes to train internal AI
“This is a little bit old, but Meta has been keystroke logging employees to train AI, their AI, not so popular.”
Assertion Supported
Lessin: Musk and SpaceX Dedicated 100% of First Colossus Project to Anthropic
“We have seen perhaps the strangest AI compute deal to date, which is Anthropic Colossus. So SpaceX, Elon Musk. Have given over their first Colossus project. 100%. Not like 40%.”
Assertion Supported
Lessin: Leaked OpenAI memo targeted Anthropic's ARR math and compute investment
“There was a memo that was leaked from OpenAI, an OpenAI memo that was leaked. I think it was in OpenAI's interest for this memo to be out there. I also think it was written in a way where they wanted it to be out there, where they came after Anthropic. Both fo…”
Assertion Supported
Lessin: Rogue AI agent triggered major security alert at Meta
“A rogue AI agent triggered a major security alert at Meta by taking action without approval that led to exposure of sensitive information and user data to Meta employees who could not authorize it.”
Assertion Not checkable as stated
Jess Lessin: Saudi PIF is dry of capital, but the UAE is not
“Specifically, PIF is dry. PIF. But the UAE is not dry.”
Prediction Open · timeframe Feb 2029
Lessin: Bay Area software engineer headcount will drop to 300,000
“Well, so I will go down, in three years, I'll go down to 300,000, and then I think it probably drops.”
Opinion
Jessica Lessin: xAI is shaky with model and infrastructure problems
“Things seem pretty shaky over there. They've got infrastructure problems, they've got model problems, and now they're losing people.”
Assertion Supported
Lessin: China Instructed Tech Industry Not to Buy Nvidia H200 Chips
“Overnight breaking from the information China has said to its tech industry, no H 200. You may not buy H 200.”
Opinion
Lessin: 50 percent chance Altman's Code Red memo is strategic misdirection
“I kind of think there's a 50% chance Sam Altman wrote that memo so people would not know their actual strategy.”
Prediction Not checkable as stated
Lessin predicts neither the US nor China will win the AI race
“It's also completely true that the U.S. And China are, one is not gonna best the other in this war. I just don't, I, there's just no doubt.”
Assertion Not checkable as stated
Jessica Lessin: Meta is in serious talks to buy Google TPUs
“One, Meta is considering, and in very serious talks, over a billions of dollars, spending billions of dollars on TPUs in a future deal”
Prediction Not checkable as stated
Jessica Lessin: Consumer subscriptions won't be OpenAI's business
“Now open AI is getting big traction on the business side too, but consumer subscriptions are not going to be the business.”
Jessica Lessin