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 384 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
Brit Morin: Deel CEO allegedly recruited Rippling employee as paid spy
“Keith O'Brien, who was the man allegedly spying for deal while working at Rip Lane had to
Put out an affidavit today, and he basically, like, came forward and just was like, all right, here's the truth.
Alex, how do you pronounce his name?
Boise, Boise, the CE…”
Anthropic has completely overtaken OpenAI in revenue
“So I'm just curious how you reconcile what you were saying about the costs and everything with just the unprecedented growth that Anthropic has seen and the like flippening with open AI where it has just completely overtaken open AI from a revenue perspective.”
Morin: Anthropic is raising at an $800B valuation
“And Anthropic this week, I heard, is also now raising at an eight hundred billion.”
Sam Lessin: People Will Kill Themselves and Others Because of AIs
“And like, at some point people are going to start killing themselves and each other because of AIs.”
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,”
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.”
Anthropic possesses an unreleased frontier AI model called Mythos
“We have the whole scenario now where there is a model that exists called Mythos. Nobody really has it except for Anthropic, and who knows if the actual real model as opposed to distilled versions of it that they give access to will ever kind of come out, and m…”
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: 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.”
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%.”
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…”
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.”
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.”
OpenAI considered an antitrust complaint against Microsoft, WSJ reported
“The journal reported that OpenAI had considered an antitrust complaint against Microsoft.”
Brit Morin: Anthropic CEO Claims AI Will Write Nearly All Code in 12 Months
“The CEO of Anthropix said, he said, In the next three to six months, AI is probably gonna be able to write 90% of all code. And in 12 months, nearly all code may be generated by AI.”
Lessin: Bezos directs Washington Post opinion to focus on free markets
“Bezos announced today that the Washington Post opinion section is going to wholly, wholly focus on topics that support personal liberties and free markets. So as a result of this, the opinion editor who is award winning, probably Pulitzer Prize winning, but I …”
Jessica Lessin: DOGE workers self-police conflicts despite unprecedented data access
“You have, you know, employees doing this who have a special status. They are in charge of determining their own conflicts of interest. And they are getting unprecedented access to something that is incredibly sensitive and important.”
Khosla: Frontier AI compute costs will drop 80-90% within a year
“My bet is, a year from now, it'll cost one-fifth to one-tenth of what it does today, and my advice to all our startups is ignore the cost of compute, because any assumption you make, any dollar you spend on optimizing your software will be worthless within the…”
Sam Lessin: The 2024 Presidential Race Is Effectively Over for Democrats
“I just feel like this is over, right? Which I know is not what you're supposed to say, and, like, that helps purpose with town out and the whole nine yards, but, like, you know, Trump just had, like, one of the all-time ten-day periods ever, right?”
Lessin: Blackstone has only had one fund over 3x in 40 years
“It's like, in the history of Blackstone, they've raised, what is it, like, call it half a trillion dollars. That's again, that's not the number, but it's an enormous number of capital. They've had, like, one fund in, like, 40 years that has done more than thre…”
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.”
Meta's settlement drops teen daily limit to one hour if competitors agree
“For that two hour time limit, it will be reduced to a one hour daily limit if TikTok, Snap, and YouTube also agree.”
DOJ is investigating Andreessen Horowitz for board conflicts of interest
“The Department of Justice of the United States of America is investigating Andreessen Horowitz for conflicts of interest.”
Former Fed Chair Ben Bernanke sits on Anthropic's board-appointing trust
“It's the Anthropic Trust. It's just a group of, I think there are five, but they've only filled three people who pick the board members, and one of them is Ben Bernanke, fun fact.”
Stanford: Nvidia keeps compute debt off balance sheet via SPVs
“None of this goes back to NVIDIA. This is why Jensen's brilliant. He basically set this up as SPVs that will basically borrow against the taker pay agreements of the off takers of the neocloud guys that are saying we're all going to need 3000 dollars a month f…”
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.”
Dave Morin: US frontier AI models hobble cybersecurity and biological research capabilities
“Both the frontier models from the American companies have specific changes that have been made in their harnesses that hobble the model's ability to respond to certain types of tasks. And in particular, the two types of tasks that are the most on alert on watc…”
Dave Morin: Thinking Machines released the first heavy-hitting American open-weights model
“So, you know, Mira Mirati's thinking machines appears to be a really solid Open weights model. You know, it's a almost nine hundred and seventy five billion parameter model million token context window mixture of experts. It's really good. And this thing's ope…”
U.S. government bans Anthropic foreign nationals from accessing frontier models
“The government's now said That foreign nationals inside Anthropic can't have access to it.”
Paramount Is Currently in the Process of Buying CNN
“Paramount, which owns CBS, is in the process of buying CNN.”
Morin: SpaceX Allocated 5% to Directed Shares With No Lockup
“SpaceX reserved up to five percent of the IPO shares for a directed share program, which is people selected by the executive officers. And so they're offered at the IPO price and they have no post IPO lockup restrictions.”
Uber COO sees little ROI after CTO exhausted annual AI budget
“So the CTO almost, almost bragged about blowing through the AI budget in the first few months of the year. Then the COO over the weekend in a podcast said that I think that this led to a bunch of internal meetings and that he, this is Andrew McDonald, did not …”
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.”
Dave Morin: Dell created desktop capable of running 1T parameter models
“They've also got a Desktop that can do a one trillion parameter model, which is pretty amazing. We had it on stage with us.”
Jessica Lessin: Andrej Karpathy has officially joined Anthropic
“Did you guys see Karpathy went to Anthropic?”
Lessin: White House briefed AI companies on pre-release model reviews
“Well, anyway, it's gotten to the point where they held a briefing for the companies yesterday. So that, that is saying, talking about plans to pre-review, which obviously would be a sea change for this administration.”
Jessica Lessin: Microsoft Restructured and Sidelined Mustafa Suleyman
“They actually restructured and like pushed him aside. Like they've had like many reorgs.”
Lessin: Trump administration is considering Biden-style AI pre-training reviews
“We are now seeing a Trump administration seriously considering, essentially taking a Biden approach to AI regulation, which was much more hands-on, which was contemplating reviewing models and training ahead of time.”
Lessin: Greg Brockman's OpenAI stake is worth about $30 billion
“You know, it also came out that Brockman's stake is worth about thirty billion dollars, which is a point that he was just grilled on and asked, well, why haven't you donated it?”
OpenAI court filing reveals Elon Musk approached Brockman about a settlement
“OpenAI also revealed in a filing that Musk had approached them about his, Brockman, about a potential settlement two days before.”
Morin: Anthropic cut off OpenClaw access for Claude Pro and Max users
“And days later, Anthropic announced that they are shutting off access for Claude Pro and Max users who are Open Call users to use their product.”
Rauch: Vercel rerouted Dubai region after two AWS availability zones were droned
“Our region in Dubai got taken offline because of war. You know, two of our availability zones hosted by AWS were droned. So we had to reroute an entire region”
Jessica Lessin: US permitted Nvidia H200 China sales with government cut
“The H 200, Trump allowed it to be sold to China, but there's this big question of will Chinese companies buy it? He, of course, is gonna, the US government is gonna take a percentage of the sales.”
Sam Lessin: Anthropic Is Now a $350 Billion Company
“Anthropik's now a three hundred fifty billion dollar company.”
Jessica Lessin: Blue Owl is pulling out of a major Oracle project
“Blue Owl is pulling out of a big Oracle project.”