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.

clear all ✕

why aren't all 3 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

Assertion Supported
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.”
Amir Efrati May 29, 2026 ▶ 20:02 Normal People Don't Want AI Agents (And Silicon Valley Can't Accept It) · More or Less Podcast
Assertion Supported
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…”
Amir Efrati May 29, 2026 ▶ 16:47 Normal People Don't Want AI Agents (And Silicon Valley Can't Accept It) · More or Less Podcast
Assertion Supported
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 …”
Amir Efrati May 29, 2026 ▶ 19:32 Normal People Don't Want AI Agents (And Silicon Valley Can't Accept It) · More or Less Podcast
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