why aren't all 29 resolved? a statement only gets an assessment when the public
record can support or contradict it. opinions and what-ifs never can, and 1 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 Partly supported
Helberg: DeepSeek lied about compute capacity and distilled ChatGPT weights
“The main takeaways of how DeepSeq achieved the performance its performance was Incremental efficiency gains. They lied about their compute capacity because they have a billion dollar cluster, and they distilled ChatGPT's model weights.”
Prediction Not checkable as stated
Liemandt: 90% of Students Given ChatGPT in School Will Use It to Cheat
“If you give kids ChatGPT in school and academics, 90% will use it for cheating.”
Opinion
Karpathy: Claude feels like a teammate, whereas Codex coding agent is dry
“I actually think Claude has a pretty good personality. It feels like a teammate and it's excited with you, et cetera. I would say for example, Codex is a lot more dry which is kind of interesting because in Chashi PT, Codex is like a lot more upbeat and highly…”
Prediction Not checkable as stated
Lloyd: OpenAI Will Subsume Best ChatGPT Apps Using Platform Data
“I don't know if you saw OpenAI Dev Day yesterday, but they're clearly doing this platform play within ChatGPT now where it's like you have apps within ChatGPT. I'm sure they'll use that data to Sort of subsume or take over whatever the best first party integra…”
Prediction Open · timeframe Aug 2030
Prince: Smartphones will soon run local models matching current ChatGPT
“It is not particularly long before you're running something which is the equivalent of kind of the current generation of ChatGPT on your iPhone or your, or at your Android device.”
Disclosure
Cohere Will Not Build a Direct ChatGPT Competitor
“We're not going to build a ChatGPT competitor. What we want to build is a platform and a series of products to enable enterprises to adopt this technology and make it valuable.”
Opinion
Tan: Calling AI Startups ChatGPT Wrappers Is Like Calling SaaS MySQL Wrappers
“ChatGPT wrapper thing is actually just wrong. It's like saying that all of SaaS and cloud are basically, you know, MySQL wrappers. It doesn't make any sense.”
Prediction Held up
ChatGPT-Level AI Models Will Run Locally on Smartphones by 2028
“You will see ChatGPT level models running on the edge on smartphones in five years, which will be crazy.”
Insight
Ramaswamy: Monetizing Answer-Focused AI Interfaces with Ads Is Much Harder
“If you're in the business of providing answers like ChatGPT was ads just becomes a whole lot harder to do. They're really, you're just you know, you're betting on the quality of answers”
Assertion Not checkable as stated
Fedus: John Schulman steered OpenAI toward a general chatbot over narrow tools
“And we're all spitballing ideas, like writing bot coding bot. You know, very natural at the time. Some of our least interesting ideas were a meeting bot, so it would just sit in a Google Meet, take notes, and then send out, like, to-dos after. But John Schulma…”
Prediction Not checkable as stated
Huang: Digital biology is poised for its 'ChatGPT moment'
“But the basic architecture that in combination with breakthroughs and synthetic data generation is going to help create the chat GPT moment for digital biology.
That moment is coming.”
Disclosure
Jensen Huang: I don't learn anything without first consulting AI
“I don't learn anything without first going to an AI, you know. Why learn the hard way? Just go directly to an AI. I go directly to ChatGPT or, you know, sometimes I do perplexity just depending on just the formulation of my questions, and I just start learning…”
Assertion Partly supported
Davis: OpenAI Had 400 Employees and $13B of Compute When Launching ChatGPT
“In OpenAI's case, you know, there were only 400 people, but had thirteen billion dollars worth of compute, you know, which is quite a bit of computational scale there.”
Assertion Supported
ChatGPT launched as a 10-month-old model with RLHF as a practice test
“ChatGPT was a 10 month old model with a little bit of RLHF on top of it. And, you know, like by, you know, admission, like You know, not a beautiful user interface. It was just sort of a way to get something out there because you know, you needed some practice…”
Disclosure
Srinivas: Perplexity grounds even conversational identity queries in web search
“In fact, it's more like a citation first service that it'll never say anything that it cannot say. So if you, if people have tried to play with it as if it's like chat GPT where like, tell me who are you or like things like that. And even for those questions, …”
Opinion
Wickramasekara: Biology AI has powerful models but lacks a ChatGPT-like interface
“I think we're like, we've got GPT, but there's no chat. Like, that, that's kind of how I think about it. Like, I think the chat, and I mean chat metaphorically, like, that was the interface that made things really take off in, in software. And I don't think it…”
Opinion
Zhang: Most OpenAI revenue and margin comes from ChatGPT, not API
“I think OpenAI, for example, most of their revenue and most of their margin for sure is coming from ChatGPT and the application layer, because you actually own the customer”
Assertion Partly supported
Nadler: OpenEvidence used AI citations months before ChatGPT
“We were actually providing references and, Citations six months or nine months before ChatGPT started doing that.”
Disclosure
Mitchell: OpenAI plans to unify models and remove the ChatGPT switcher
“You know, I think for us, like unification of our models is something that, you know, Sam has talked about publicly that, you know, we have this big crazy model switcher in ChatGPT and there are a lot of choices and you know, we have a model that might be good…”
Insight
Weinberg: Intuition for AI progress comes from hammering models through failures
“It seems like there was this large gap between
I log into ChatGPT or I just use GPT-IV from an API or whatever it is, and I try something a couple times versus I'm going to sit there and just hammer on this until it works, right?
and I think if you do that …”
Prediction Not checkable as stated
Weinberg: AI will produce specialized ChatGPT-level breakthroughs in coding and medicine
“I think we will end up seeing work completion done in very sophisticated manners, like in medicine and in coding, like a lot in coding and a lot also in, you know, other areas too, that will kind of bring us back to the chat GBT moment, but it will be speciali…”
Assertion Not checkable as stated
Huang: ChatGPT is largely inferenced on same systems used for training
“And most of ChatGPT I believe are inferenced on the same type of systems that we're trained on just recently.”
Opinion
Coates: Perplexity sits exactly between ChatGPT's interface and Google's search
“The sort of the triangle of like perplexity, Google, ChatGPT of like, it's basically like LLM native search and like ChatGPT really good at the LLM interface thing, not amazing at search yet. Google amazing at search, not really figured out the LLM thing yet. …”
Insight
Chen: The Bar for a Robotics ChatGPT Moment Is Higher Than Pure Software
“So I would say, like, the bar for the chat GPT moment for robotics is higher. Like, you need to solve the generality, like, which is the same kind of problem, but you need to solve it with high level of reliability.”
Assertion Supported
Rauch: ChatGPT and Character.ai are in the top 1,000 most-trafficked websites
“For example, in the top 1000, you already have ChatGPT and Character.ai. They're in the top 1000 most trafficked websites of the public internet, so to speak.”
Disclosure
HeyGen video translation pipeline combines lip-sync, voice cloning, and ChatGPT
“One example would be when we look at, you know, the video translation technology is you know, it's a whole new way to translate a content compared to traditional dubbing. We preserve the user the natural voice and their facial expression. But if you look at re…”
Assertion Supported
Guo: ChatGPT cannot design a DNA sequence expressing CRISPR-Cas9
“As a task, for example, if you ask ChatGPT to design a DNA sequence that can express Prisper Cas- nine, it can't do that yet, right?”
Assertion Supported
Rauch: Vercel and Next.js power ChatGPT, Under Armour, and Nintendo
“In fact, it's powered by Next.js, our open source framework to websites like underarmor.com or Nintendo, where we provide the infrastructure to serve All their traffic and help them iterate on their web presence.”
Assertion Not checkable as stated
Zaharia: Nearly 1,000 Databricks customers used LLMs before ChatGPT
“I think we had like almost a thousand customers that were using these in, in some form”