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 41 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
Lessin: Meta is switching to Slack over Google for AI agents
“But Meta is moving to it because it thinks it's better than Google for agents.”
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…”
Lessin: Judge Chastised DOJ and Cited AI in Google Antitrust Ruling
“The judge even chastised the DOJ for requesting Chrome to be spun off, saying that was such an extreme move and that the other remedies they were asking for would have like crippled the industry. And the highlight of it all is that they said Gen AI changed the…”
Dave Morin: OpenAI publicly indicated interest in buying Google's Chrome browser
“Like I found it really interesting that open AI was first to raise their hand this morning about
You know, hey, we'll buy Chrome.”
Jessica Lessin predicts Google's $32 billion Wiz acquisition will not close
“I am going to go on record saying this deal will not close.”
Dave Morin predicts Google's Wiz acquisition will easily secure regulatory approval
“I just, I think that it'll go through no question. In fact, I bet it accelerates through.”
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.”
Jessica Lessin: Google is highly unlikely to acquire Wiz for $23B
“Like, is Google for twenty-three billion dollars gonna buy Wiz security company? I think it's highly unlikely, but.”
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”
Lessin: OpenAI and Anthropic represent half of major cloud deal backlogs
“And then we charted of the, we just had earnings, of the backlogs in deals for Microsoft, Oracle, Google, and Amazon, what percentage are OpenAI's commitment and Anthropi's commitment? It's together, they're about half, ok?”
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…”
Morin: Top hyperscalers projected to spend $400B this year
“And the Meg seven, not Apple, but the rest of them met a Google, Amazon, et cetera, are projected to spend about four hundred billion this year.”
Jessica Lessin: OpenAI and Google have struck a cloud deal
“And so now all of a sudden Google like open AI actually in Google. Have a deal. A cloud deal. It's, like, wild.”
Lessin: Google is offering buyouts to its search and advertising employees
“Another big story we had this week that kind of went under the radar because there's so much news is that Google's offering buyouts to employees in search and ads.”
Lessin: Courts Likely to Bar Apple-Google Search Deal in Current Form
“The courts are likely to say that the Apple Google search deal cannot continue in its current form for antitrust reasons.”
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.”
Britt Morin: Roughly 40% of people expect to stop using Google
“It's something like 40% of people think they're going to stop using Google the next two years.”
Morin: Google 20% projects required pitching to Page, Brin, and Schmidt
“When you pitched a 20% project, you had to pitch it to Larry, Sergey, and Eric. You had to go to, like, the exact meeting. Pitch the project and explain to them how you were going to also keep up your normal day job while doing the project.”
Stanford: Apple and Google block independent developers from accessing Wi-Fi location
“Apple and Google or Android have both locks Wi-Fi location. You cannot access it as a developer.”
Jessica Lessin: Demis Hassabis proposed 30-day government review for frontier AI
“What Demis, the AI leader, Google, Sabis, proposed was, like, It was this idea that there should be a separate government body that reviews frontier models basically for 30 days prior to their release.”
Google announces over 900M active Gemini users
“I think they said they have over nine hundred million active users using Gemini.”
Sam Lessin: Google Added $270B in Market Cap Post-Antitrust Decision
“I mean, the stock is up, what, 10% on this news, which is on a 2.7 trillion dollar, it's like two hundred seventy billion dollars. So what's amazing is that basically it's added half an open AI because of open AI.”
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…”
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.”
Lessin: Google says 25 percent of its new code is AI-generated
“Google had the headline that it, 25% of the code written at the company is originated with AI and then checked by people.”
Brit Morin: Google's $20B search deal accounts for a quarter of Apple's services revenue
“Google paid Apple, twenty billion for the default search deal, and Apple's services division, which this revenue went into, generated eighty-five billion. So about a quarter of its services division is coming Directly from Google.”
Brit Morin: Meta and Google Are Both Attempting to Invest in EssilorLuxottica
“Meta trying to invest in Luxottica slash Supreme. And Google also trying, Google now trying to get on it too.”
Brit Morin: Hiring Olympians was Google's strategy back in the day
“This was the strategy at Google back in the day, too”
Gil: Foundation model funding is mostly strategic hyperscalers, not VC
“Most of the money funding foundation models is strategic, right? Versus venture capital. Venture capital maybe funds things into the hundreds of millions, and then it gets handed off to Google and Amazon and Facebook and all the other folks to invest billions …”
Jessica Lessin: Google and Facebook Paid News Publishers, Then Stopped
“Quality news publishers learned that the hard way from Google and Facebook that paid them a bunch of money and stopped paying them. So that's one reason you don't do it is that the priorities of these platforms change and”
Brit Morin: Google shifted its focus to XR software in June 2023
“Google in June of twenty-twenty-three shifted the focus to XR software. So it's basically like creating Android for VR. And any hardware developers can incorporate XR into their own hardware as their own VR device.”
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.”
Dave Morin: Google AI Predicts NFL Pass Rushers Better Than Live Announcers
“Apparently Google I think on YouTube with sports and the NFL, they're basically, like, have these little rings that show up underneath the athletes as they move into position before the play starts, and the AI is actually predicting who's going to rush the qua…”
Dave Morin: Reddit blackouts caused meaningful degradation of Google Search results
“I think one of the interesting things this morning was that the somebody did an analysis that Google search results are meaningfully worse off today because of the Reddit stuff going on.”
Jessica Lessin: Google Launched a Direct Competitor to Whoop Tracker
“Google's new hardware, because they launched a Whoop competitor.”
Brit Morin: Google stock dropped 25%, shedding $150B in one day
“No, it's dropped from like two Oh seven to currently one 52. So that's like 25%. Today it dropped eight percent alone, which on like a two trillion dollar market cap companies, like a hundred and fifty billion dollars, which is just crazy.”
Brit Morin: Google and Meta dominate a $740 billion ad market
“I mean, it's literally like the global digital ad spend, Google and Meta dominate, right? And that's like a seven hundred and forty billion dollar market.”
Brit Morin: YouTube's $50B revenue makes it bigger than Netflix's $37B
“Did you guys see that YouTube within Google's earnings is actually now is a fifty billion dollar revenue generating company, which if you don't count Meta as a media company makes YouTube kind of the number one and Netflix now is, is thirty seven billion at nu…”