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 39 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
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.”
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.”
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.”
Vinod Khosla: The majority of current AI venture investing will fail
“Bottom line, bargain hunting will be a poor bet in AI, but firms putting money to work who invest in all high valuations indiscriminately will do poorly, and that is the majority of the investing that is happening.”
Lessin: Lilian Weng Rejoined OpenAI After Leaving Thinking Machines Lab
“Well, guess I read in the information today that she started at OpenAI.
Started back up at OpenAI.”
OpenAI burned $4 billion on $5.7 billion revenue in Q1 2026
“We reported, by the way, last night that OpenAI burned four billion in the first quarter on revenue of 5.7.”
Lessin: SpaceX has filed its S-1, targeting June 12 IPO
“Well, and also we have SpaceX IPO S one is out confirming numbers previously reported by the information. June 12th, guys, is the rough date for liftoff.”
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…”
Lessin: The Information reported weak margins on Oracle GPU rentals
“We reported on Oracle some of their numbers around renting out GPUs and the margins don't look great.”
Lessin: Anthropic has surpassed $4 billion in annual recurring revenue
“We reported yesterday the information that Anthropic is at more than four billion in ARR”
Jessica Lessin: OpenAI is projected to lose $44 billion through 2028
“They're only projected to lose forty four billion between. 2023 and 20 28, according to the information.”
Lessin: Bolt Founder Ryan Breslow Pitching Self-Dealing Return Proposal to Investors
“Ryan Breslow, the founder of Bolt, who had left the company, is staging a comeback with a very audacious proposal that he's pitching investors on for him to return.
Includes a lot of self-dealing, as reported in the information.
Also reported that investors se…”
Jessica Lessin: The Information reported Apple paused next Vision Pro
“The information is reported there, they're not even working on the next version of it.”
Jessica Lessin: China holds a board seat in a secretive ByteDance subsidiary
“I thought of this because the reason the world knows that actually the Chinese government owns ByteDance is because Of some of the great reporting of my colleagues in Asia that actually broke the news of not just this idea that Chinese companies are controlled…”
Jessica Lessin: Leaked documents show Microsoft's cloud business is smaller than thought
“Information also had a story this week that Microsoft accidentally released some documents that showed its cloud business is not as big as people think it is”
Elon Musk to get massive comp plan in SpaceX IPO
“The information reported this week, not only unsurprisingly, is he getting super voting shares in the SpaceX IPO, but he now Elon has a really aggressive comp plan as well that will give him tens of millions of shares if I think the market cap goes to 6.6 tril…”
Lessin: The Information broke that Amazon may invest $10B in OpenAI
“Did you guys see, by the way, the information breaking this week that Amazon is in talks to invest ten billion dollars in OpenAI?”
Lessin: Enterprises are pausing AI spend increases due to DeepSeek efficiency
“We've done a lot of reporting at the information about businesses that sort of say, you know, we're not increasing our spend right now because we're getting efficiency gains from deep seek and all these other models.”
Jessica Lessin: OpenAI is on track to hit $12.7B in 2025 revenue
“I mean, we reported their revenue target this year is 12.7 billion up from four last year, and they're on track to hit it.”
Jessica Lessin: TikTok Pays Microsoft $20M a Month for Azure OpenAI
“I read in the information that TikTok is paying Microsoft Twenty million dollars a month to access open AI through Azure.”
Jessica Lessin: OpenAI Generates $1 Billion Annually Selling AI Model Access
“Yeah, I mean, as my colleagues at The Information have reported, OpenAI is making a billion dollars a year in selling access to its model.”
Jessica Lessin says Bloomberg newsroom employees must badge in for bathroom breaks
“Bloomberg does that. You have to badge in and out of the bathroom. Don't work at Bloomberg. Work at the information. It's true. The newsroom. You have to badge in and out of your desk, including, like, bathroom breaks, so.”
Jessica Lessin: Sam Altman and Jony Ive are discussing an AI device
“Myself and my amazing colleagues at the Information Broker story recently that Sam Altman, the CEO of OpenAI, and Johnny Ive, the former Apple designer and designer of the iPhone, Have been deep in conversations about building a hardware device together that k…”
Jessica Lessin: Apple's U.S. chip manufacturing requires final assembly in Taiwan
“We reported the information that their big bet on, like, US semi-manufacturing actually has this wrinkle that final assembly still happens in Taiwan.”
Jessica Lessin: SoftBank is suing the founder of IRL
“SoftBank is now suing the founder of IRL after the information reported its user numbers were suspect and the SEC investigated and so on.”
Jessica Lessin: Musk confirmed he is building natural gas turbine blades
“Elon confirmed, he like re-shared or confirmed a story we wrote that he's getting into building his own blades for like natural gas turbines.”
Jessica Lessin: Half of The Information's subscribers are using GLP-1 drugs
“Well, all I know to the GLP one point and most recent survey of information subscribers is now a year plus old, had like, 50% of respondents on them.”
Jessica Lessin: 67 percent of surveyed subscribers wouldn't relocate over wealth tax
“So the information we surveyed our subscribers, which is always fun, because it's a specific crew, to say the least, but so, 67% would not move.”
Jessica Lessin: The Information reports Apple's thin iPhone is suffering weak sales
“Turns out this thing isn't selling as reported in information, delaying next versions, et cetera.”
Perplexity AI generated $34 million in revenue in 2024
“Thirty four million dollars in revenue, according to the information, last year.”
Jessica Lessin: The Information reported TikTok plans to pull US service
“The information reported last night that TikTok will pull it for US users if that day comes.”
Lessin: OpenAI and Anthropic have hit roadblocks in training models
“We've also done a series of stories recently, the information that have shown Roadbox, OpenAI and Anthropoc have hit in training. Not that they can't get through them, they work and, you know, but there are things that aren't working that we're working, right?”
The Information Reports Boston VC Firm OpenView Is Shutting Down
“Information reported this week that OpenView, a Boston-based firm, is essentially shutting its doors for a variety of issues.”
Jessica Lessin: Coatue is raising a venture fund without management fees
“As we report in the information, COTU doesn't have management fees on this fund, right?”
The Information: Meta Resumes Plans to Develop a Smartwatch
“Information reported today that Meta's smartwatch plans are back on, so we can do a wonderful poll about who is going to buy a Meta smartwatch, considering I still don't have any smartwatches.”
Lessin: The Information transitioned its internal search function to GPT
“Yeah, the information search function already, we moved over to like using some GPT based stuff.”
Lessin: Meta shut down all of its expensive celebrity AI chatbots
“They also just shut down all their like super expensive celebrity bots. I think I read that in the information.”