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 22 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
Prince: OpenAI and Anthropic Refer Traffic 750x and 30,000x Less Than Google
“In the case of someone like OpenAI, it's 750 times harder than it was with the Google of old. With the case of Anthropic, it's 30,000 times harder than the content of old”
Haas: Nvidia, Amazon, Microsoft, and Google Backed Arm's Physical Chip Strategy
“So whether it was Nvidia, Amazon, Microsoft, Google, All people who build ARM-based server chips, they were all on board, and I think the ultimate proof point was when we announced the product last March, we had Jensen, we had Ronnie Boker, we had Amin, we had…”
Ramaswamy: Google's PageRank Ran Out of Juice by 2004
“The insight that powered Google was PageRank. It was a way of harnessing the power of the entire internet to figure out what was popular and what was not. But PageRank ran out of juice. Like in six years, like 2004 or five. And while Google never really liked …”
Prince: Google Clicks Are 10x Harder to Get Than 10 Years Ago
“The data that we have also substantiates that and shows that compared with 10 years ago, it's become 10 times harder for the same piece of content to get a click from Google than it was before.”
Gil: Google's Med-PaLM 2 Output Was More Accurate Than Physician Experts
“They trained a model specifically on medical data, and the output from the model tended to be more correct than human physician experts.”
Suleyman and others aggressively pushed Google to launch LLMs in 2021
“While I was there, sort of in the last year in twenty-twenty-one, I tried pretty hard to get things launched at Google. We were all kind of banging on the table, being like, come on, this is the future, and you know obviously David Luan from Adept was also in …”
Ehrlich says Google bought bankrupt Spirit Airlines' data for $10 million
“Google buy something from the bankrupt Spirit Airlines. They didn't buy airplanes. They bought the data. They bought the data for ten million dollars, because they think it's very important in that perspective, they're using it to train models.”
Balog: AlphaEvolve improves Google data center efficiency, hardware design, and software
“So, so we show that AlphaEvolve can improve the efficiency of the data center. It can contribute to hardware design, and it can contribute to improving the efficiency of most important pieces of software that that are being run inside Google.”
Mann: OpenAI, Google, and Microsoft are betting big on Anthropic's MCP
“OpenAI, Google, Microsoft all these companies are betting really big on MCP.”
Gil: Big Tech, not VCs, drives multi-billion dollar AI funding rounds
“The big rounds aren't venture capitalists. Investing billions of dollars is the big tech companies. It's Amazon and Google and Microsoft and Salesforce and NVIDIA actually, right?”
Singhal: Med-PaLM and Med-PaLM 2 were trained without patient health information
“Like for example, MedPOM and MedPOM-II are trained without any patient health information. They, they're just kind of taking all the knowledge of POM and POM-II and then just kind of Aligning them and making them behave in a certain way.”
Guu: FLAN Demonstrated Zero-Shot Generalization After Multi-Task Training on 100 Tasks
“What we were able to show was that if you train on a hundred tasks, if we then show the model a new 101 task, it will be able to adapt to that without having seen that particular task before.”
Armstrong: Coinbase contributed x402 to Linux Foundation with Google and AWS
“We're seeing a lot of agentic payment now flow over these new protocols, like x-for-o-two, which is one that we incubated at Coinbase that we actually put into the Linux foundation. So Google and Cloudflare and AWS, a bunch of people are working with us on tha…”
Balog: AlphaEvolve algorithms are already deployed in Google's infrastructure
“Alpha Evolve is an AI coding agent that is able to discover new algorithms that are able to make new discoveries on open scientific problems. And at the same time, those algorithms can be so practical that they are already deployed in keep Key parts of Google'…”
Google's self-driving project pivoted from ADAS to full autonomy in 2013
“And actually our first product that we thought was going to be viable was, you know, what nowadays you would call kind of an advanced driver system, right? And we had some expectations of, you know, a small number of years that it would take for us to get ther…”
Vinyals: Gemini Reasons Over Entire Books Rather Than Compressing to Single Vectors
“The problem with, of course, retrieval based methods is they tend to simplify things to say, hey, like this whole book is just a single vector. Whereas if you just upload a whole book into Gemini and ask questions, it can really reason about every single word,…”
Gil: Google paper shows AI feedback matches human feedback in specific cases
“Google just came out with a really interesting paper on that, where, you know, they showed that you can have an AI similarly provide feedback to whether the AI itself is generating good output. And for certain use cases, that works as well as people.”
Gil: Infrastructure Costs Drove YouTube's Early Acquisition by Google
“One of the reasons YouTube sold was the infrastructure point you made earlier, where just dealing with that huge amount of streaming and the costs associated with it and everything else, even in the prior generation of just, you know, can we host and stream th…”
Google's LaMDA Was Originally Just a Renamed Meena Chatbot
“So that was like a renaming of Mina. So I guess I went and helped Daniel on Mina. We got it on some giant language models and then kind of became like an internal, like a viral sensation and then got renamed to Lambda.”
Gil: Google's Med-PaLM 2 outperformed individual physicians in panel evaluations
“Where MedPalm II, where the output of the model was better than the average physician. It was basically like a health model, the Google Belt, and they would use physician panels to rate Outputs of the model versus individual physicians, and the model did bette…”