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
Lessin: Anthropic Is Closing Another Financing Round
“We're going to circle back to this because we have a lot, and I just think Anthropic must, which is, by the way, closing another round as we speak, must be in the mix, but everyone is feeling good.”
Google announces over 900M active Gemini users
“I think they said they have over nine hundred million active users using Gemini.”
Lessin: Polymarket Odds of Elon Musk Beating OpenAI Have Tanked
“After Altman's latest testimony, the odds that Elon wins this thing have tanked, according to Polymarket and the prediction market.”
Dave Morin: Copilot Has Around 20 Million Paid Seats
“Like, it's like, twenty million paid seats or something like that in Copilot.”
Lessin: Meta signaled more layoffs by admitting unknown optimal company size
“Meta had recent layoffs and came out and said, we can't confirm that there won't be more, and we don't actually know the optimal size of this company.”
Polymarket gives Elon Musk a 41% chance of winning against OpenAI
“Polymarket gives Elon a 41% chance of winning the case.”
Brit Morin claims Elon Musk's compensation package is tied to Mars colonization
“Elon Musk is, his salary and comp package is now tied to the Mars colonization happening.”
Brit Morin: Reese Witherspoon Faced Severe Backlash for Pro-AI Post
“Reese Witherspoon put this thing on Instagram this week, which is just like, wow, I'm so interested in what's happening with AI, and women are pretty far behind on the learning curve here, and I'm like, curious to help them, and she got so much backlash.”
Morin: Jensen Huang Stated in an Interview He Did Not Wake Up a Loser
“Jensen just said, I didn't wake up a loser today. I'm not a loser. You know, it was like a, it was pretty intense.”
Apple plans for John Ternus as CEO, Tim Cook as Executive Chairman
“This is a transition plan with John Ternus, who we should talk about, taking over as CEO, and Tim Cook staying on as executive chairman, and him taking on some of the going to the White House diplomatic kind of roles.”
Jessica Lessin: Apple Will Not Hire an External CEO
“They're not going to run a search and hire a CEO from another company to run Apple, unless they're like covering.”
Jessica Lessin: Allbirds Sold for $40M to Pivot to AI Infrastructure
“Was once valued at more than four billion, sold this month for about forty million, and this shell company for shell listing has informed people via a regulatory filing, it is going to pivot its business To AI compute infrastructure with a long-term vision to …”
Dave Morin: Synthetic venture funds are trading on Robinhood
“You've got these like crazy new synthetic venture funds that are being traded on Robinhood.”
Jess Lessin: OpenAI is developing a family of hardware devices
“No, there's a whole, there's a family of apps, a family of devices here.”
Lessin: Instagram partnerships lead Charles Porch is joining OpenAI
“Charles, who ran Instagram, some of the most important relationships, including a lot of their celebrity relationships, is going to open AI. To do a similar role there.”
Jessica Lessin: Anthropic and Pentagon are clashing over terms of use
“Ok, so yes, Anthropic and the Pentagon are fighting over terms of use. Meanwhile, XAI and everyone else are tripping over themselves to get these government contracts.”
Sam Lessin: Cursor's store split from VS Code creates app store lock-in issues
“Cursor split the store from VS code because they want to, like, create their own ecosystem that's independent, etc. And the way it all plays out Is VS code is like, no, like the package you need to install to do Garmin watch faces. We're going to control that.…”
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 predicts Elon Musk will become a trillionaire
“Elon Musk is going to be a trillionaire.”
Brit Morin: Gemini and Anthropic will match OpenAI's health data integration
“Gemini's gonna do this. Anthropoc's gonna do this.”
Lessin: Instagram will be the only Meta division working in-office full-time
“I think they'll be the only division.”
Brit Morin: Apple design lead Alan Dye is leaving to join Meta
“Alan Dye, Apple's design lead. Is leaving the company and joining Meta.”
Morin: Trump's 'Genesis Mission' executive order mirrors Manhattan Project for AI
“Trump signed an executive order yesterday, which was called the Genesis Mission. It's a lot like the Manhattan Project. He is calling a national effort to accelerate scientific discovery and innovation using AI.”
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.”
Sam Lessin: US authorities barred private jet traffic at 10 major airports
“There's like 10 airports they've shut down private traffic to that are like really big airports in the country.”
Landesberg: Seneca will deploy dozens and hopefully hundreds of aircraft next year
“I mean, I will have certainly dozens of aircraft, hopefully hundreds next year.”
Landesberg: San Bernardino targets containing wildfires within 100 square feet
“His vision is we want to stop 90% of fires within a hundred square feet. The traditional metric has been 10 acres.”
Dave Morin: Scientific papers show AI models cause cognitive overload
“In fact, there's a bunch of science people are, I think there's, I'll have to go find it, but there's been a few papers produced about the sort of cognitive overload that these models are creating because they create so much content so quickly and sort of lead…”
Morin: Reid Hoffman and Mike Krieger debated whether AI replaces doctors
“And they had a great debate this weekend around they had Reid Hoffman and a doctor on one side, and they had Mikey Krieger and then a woman who heads up AI company focused on replacing primary care doctors. And the debate was, will doctors be replaced by AI? A…”
Sam Lessin: Facebook Sold Logged-Out Homepage Ads Pre-IPO to Boost Revenue
“I remember the era right, right before going public when Facebook was selling a logged out page to try to make money, so I don't want to be too high and mighty about that, but yes.”
Sam Lessin: Meta's New AR Glasses Feature Wristband Input and HUD
“It has a heads-up display that works, so you can, like, use apps inside the glasses, you know, you can you can text and, like, write messages using the screen and, like, the wristband in the headset.”
Morin: Matt Mazzeo invested in seed rounds of Cognition, Supabase, and Replit
“He goes, I was in the seed round of cognition. I was in Supabase and I was in Replit and I was just sitting there. I'm like, dude, you're a legend. You know, like he actually like hit all of the three most important startups that are being talked about right n…”
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.”
Brit Morin: Ozempic pricing dropped in half over the past month
“They're already dropping pricing. They just dropped it in half in the last month.”
Brit Morin: Taylor Swift's New Heights podcast drove 500 million views rapidly
“According to measurement company Mondo Metrics, Taylor Swift and New Heights reached half a billion views across all of the podcast episode across social media in under 24 hours. Three hundred and seventy nine million on Instagram, sixty one million on X, fift…”
Perplexity made an unsolicited offer to buy Google Chrome
“Meme capitalism, the power of the meme is just like so alive and well perplexity. Unsolicited offer for Chrome being the example du jour.”
Perplexity AI generated $34 million in revenue in 2024
“Thirty four million dollars in revenue, according to the information, last year.”
Dave Morin says Jensen Huang boasted about billionaires on Nvidia management
“Jensen was talking about the number of billionaires on his management team last week at the AI event in DC.”
Britt Morin: AI band Velvet Sundown topped charts with its debut album
“Well, Velvet Sundown revealed last week, shot to the top of the charts for its debut album Floating on Echoes, and its number one song, Dust on the Wind. And it's an AI band, you guys, and it literally was at the top of the charts for days.”
Lessin: Billions of dollars have traded on his Jelly Jelly meme coin
“The biggest one I launched, right, was this Jelly Jelly thing, which went just ballistic... It's like billions and billions of dollars have been traded of this.”
Yakovenko: Solana's Seeker phone has 150,000 pre-orders and ships August
“Seeker, the device, we got 150,000 pre-orders and it's shipping August.”
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: Tesla's Austin fleet has only about 11 robotaxis available
“I believe there are 11 of them available, 11 maybe, give or take one or two.”
Lessin: The Halal S&P 500 slightly outperforms the standard S&P 500
“And here's the reality is that the S and P 500 halal addition slightly outperforms the actual S and P. Cause it ends up overweight, like medicine and media and tech, right? Which actually outperforms.”
Brit Morin: College Tech Hiring Down Over 50% Since 2022
“It's down less than half from 20, 22, which is when that picked up from the pandemic. This is specifically for tech jobs.”