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 9 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
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.”
AI and data center investments are literally sustaining the US economy
“If Anthropic were to fail, that would have a massive cascading effect on the entire economy and AI and data centers in general are what is literally keeping this economy going.”
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…”
US national security establishment relies heavily on Anthropic despite DoD tensions
“While you have the fight between Anthropic and DoD over these various guardrails that Anthropic was insisting on, it's still the case that much of the national security establishment relies on and loves Anthropic models, and they want to keep using them, and t…”
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 …”
Trump administration is unlikely to enact economy-damaging AI regulations
“Well, the Trump administration is unlikely to do something so heavy handed that it takes the economy.”
Current AI tool adoption is at roughly one percent of market potential
“We're like at one percent penetration of what is the market in terms of what you can currently do with these tools. Only one percent of the people are actually doing it.”
Startup developers are increasingly whispering to AI tools in the office
“She highlighted the trend of developers whispering to their AI. So if you go into an office of a startup, you shall see many a whispering.”
US government will inevitably secure early access to review frontier models
“Where we seem to be going is the government eventually, one way or the other, having much deeper participation in the, I don't want to call it vetting, but certainly getting an early Access early look into what is being developed.”