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.

clear all ✕

why aren't all 12 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

Assertion Partly supported
Apple's Foundation Models Are Actually Distilled Google Gemini Models
“And what it looks like they've done here is just taken, you know, state of the art Gemini models, both the on-device local flavor, as well as the cloud flavors and distilled them for their own purposes into these, you know, quote, Apple foundation models. Whic…”
Dave Morin Jun 12, 2026 ▶ 6:20 Apple’s New Siri, SpaceX’s $300B IPO & the AI Company Killing Its Own Brand · More or Less Podcast
Assertion Supported
Jessica Lessin: Altman warned OpenAI staff 'vibes are going to be tough'
“We published a memo week or so ago, or details from a memo, quotes from a memo in which Sam Altman, ahead of the Gemini launch, but clearly when the team had been testing it, needed to rally his troops. And he said, the vibes are going to be tough out there. O…”
Jessica Lessin Nov 28, 2025 ▶ 56:12 OpenAI vs Google vs Meta: Business Model War · More or Less Podcast
Prediction Didn’t hold up
Dave Morin: NotebookLM could replace Google's Gemini UX within six months
“I mean, I think you might see in three, six months that the sort of Gemini core user experience is thrown out in favor of the notebook LM experience because it's just better for everyday consumers.”
Dave Morin Oct 4, 2024 ▶ 19:02 #67: OpenAI Sets a Record and Will Apple Make Its Next Move? · More or Less Podcast
Assertion Partly supported
Morin: Google Gemini Achieved 90% on MMLU, Beating Human Experts
“The essence of Gemini is, is this idea of multi-modality AI and the idea that it's now finally 90% Of sort of capability, and it outperforms humans. So the human percentage was, 86.4% as far as the human expert scale. Gemini is now 90%, and they call it”
Brit Morin Dec 8, 2023 ▶ 12:27 #26: Google Gemini, Meet Crypto-Cyber-Crystals · More or Less Podcast
Assertion Supported
Stanford: Google Gemini just reached one billion users
“I mean, Gemini just hit a billion users.”
Scott Stanford Aug 14, 2026 ▶ 12:47 Special Edition MOL with Josh Wolfe, Rachel Holt, Scott Belsky, Scott Stanford, and Peter Deng. · More or Less Podcast
Assertion Supported
Jessica Lessin says Apple and Google partnered for Gemini to power Siri
“Google and Apple are doing a Siri deal, so Siri is going to be powered by Gemini, essentially, until, until Apple, quote, figures it out, but it, there seems to be this pattern here of Apple realizing Google is, is pretty good at this stuff, and they'll be pre…”
Jessica Lessin Nov 7, 2025 ▶ 13:28 Apple Chooses Gemini, Sequoia's Leadership Shake-up, and Meme Coins · More or Less Podcast
Assertion Contradicted
Jessica Lessin: Gemini's Daily Active Users Are Three Quarters of ChatGPT's
“I mean, if you look at daily actives, Gemini is about three quarters of ChatGPT at the moment.”
Jessica Lessin May 2, 2025 ▶ 16:42 How OpenAI Is Beating Google and Meta at Their Own Game · More or Less Podcast
Assertion Supported
Google announces over 900M active Gemini users
“I think they said they have over nine hundred million active users using Gemini.”
Brit Morin May 22, 2026 ▶ 11:26 Google I/O Just Killed SEO? Agentic Search, Universal Cart, and the New Web · More or Less Podcast
Prediction Held up
Brit Morin: Gemini and Anthropic will match OpenAI's health data integration
“Gemini's gonna do this. Anthropoc's gonna do this.”
Brit Morin Jan 9, 2026 ▶ 49:21 Founders Beware: Illiquid Valuations vs. Real‑World Taxes · More or Less Podcast
Assertion Supported
Morin: Google launched Offerwall to help publishers monetize lost search traffic
“Google, in an attempt to make publishers more happy because all of their traffic has dropped, especially with Gemini now rolling out on top of search results, launched a new product this week to help publishers monetize. Did you see this? It's called Offerwall…”
Brit Morin Jul 4, 2025 ▶ 11:24 #106: AI Researchers Earning More Than Cristiano Ronaldo · More or Less Podcast
Assertion Partly supported
Jessica Lessin: Gemini has 35M daily and 350M monthly active users
“Gemini has thirty-five million daily actives. I think ChatGPT has five hundred million monthlies, and actually Gemini is three hundred and fifty million monthly, so that's not that.”
Jessica Lessin Apr 25, 2025 ▶ 13:46 Google & Meta Trials, AI’s Media Collapse & Elon’s Tesla Comeback · More or Less Podcast
Assertion Supported
Jessica Lessin: Google is delayed on Gemini cloud and enterprise rollout
“We've got the next folly in the AI wars coming as Google is delayed on many other aspects of the Gemini rollout, including the cloud and enterprise stuff, which is quite important.”
Jessica Lessin Dec 8, 2023 ▶ 7:49 #26: Google Gemini, Meet Crypto-Cyber-Crystals · More or Less Podcast
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 150 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.