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 389 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
Nadella: Azure networking team deployed agent Miles, requested tokens over headcount
“So they built this agentic system. They even have a character for it. It's called miles and it sort of does all this stuff, right? They, Started sort of screaming for more tokens and so on. And so they were saying, look, I, we don't need headcount. We need tok…”
Feldman: Cerebras signed an agreement to deploy in AWS data centers
“And then in March, we signed an agreement with AWS, where we will be deployed in their data centers going forward”
Feldman: Cerebras spends $25k to $30k per engineer on AI tokens
“I would say that, that, you know, eight months ago, we weren't spending a thousand dollars in engineer on tokens, and we're probably at 25 or 30,000 right now, and it's ripping.”
Allaire: Arc uses USDC as its default native gas token
“The other piece is that it's sort of designed with real money as the foundation. So there's not like a volatile gas token. USDC is actually the default native token.”
Karpathy: Has not typed a line of code since December
“I don't think I've typed like a line of code. Probably since December, basically which is like an extremely large change.”
Guo: Conviction portfolio team exclusively dictates to AI agents without typing
“We have a we have a team that we work with at Conviction that their setup is everybody is like, you know, none of the engineers write code by hand and they, they're all microphoned and they just like whisper to their agents all the time.”
Simon Last: Notion Is Now a Tool for Managing AI Agents
“Broadly speaking, before AI, our goal was to create the best tool for humans to directly perform their work. And then, now the goal is to create the best tool for humans to manage agents to do the work for them.”
Notion Co-Founder Simon Last Has Not Manually Typed Code Since Summer
“I haven't written code since like last summer. I don't type code anymore.”
Guo: Portfolio Firm Scaled to ~100 Salespeople with Under 50 Engineers
“I, we have portfolio companies with, you know, hundreds of millions of dollars of revenue who are very committed to as much token usage as we can, As few great people as we can have, and today, you know, we have less than 50 engineers, and they went from zero …”
Roblox will store its entire platform history as 3D vector data
“I will share that the format we're using part of the vision for us is to ultimately store the history Of everything on Roblox, and to store it, not raster like video, but store it vector, which means the ability to play back anything that's ever happened on Ro…”
Michael cuts Department of War critical tech areas from 14 to six
“So I cut them down to six after studying and I made it more action oriented. So we put sprints behind them like you would an engineering team.”
Michael: Department of War will not build proprietary foundation AI models
“The number one is applied AI. Because we're not building a foundation model at the DOW because there's being hundreds of billions of dollars being spent by the private sector on this. So how do I adapt or use what's being developed in the private sector and ap…”
Michael: Department of War deploying Gemini 3.0 and xAI's Grok
“Three point oh is coming in a couple of weeks. Then we're going to do Grok. With XAI and we'll see where we get to with the other two.”
Michael: a16z's Scott Kupor Deployed US Tech Force for College Grads
“And then we have this U S tech force that, that Scott Kapoor from Andreessen Horowitz is deployed. And we were hoping to get thousands of people out of college for a two year stint, sort of make it you know, this is your service to the country as a technologis…”
Michael: DoD is replacing 300-page RFPs with open problem statements
“We're going to change the way we buy the way we do RFPs. Even like we, for an RFP, it used to be, Here's a 300 page requirement document. Please fill it out and we'll decide if you win or lost. Now we say, well, here's our problem. We're trying to achieve this…”
Ramaswamy: Snowflake Abandoned Foundation Models Due to Capital Constraints
“Early last year, we actually went down the path of creating foundation models. We created a credible MOE model. This was early last year, but we also quickly realized that our ability to compete with the likes of OpenAI or Anthropic was going to be really hard…”
Alpha School pays all guides a minimum of $100,000
“So our, so we pay minimum of a 100,000 dollars at our schools for the guides.”
Joe Liemandt invested a $1 billion personal seed fund into Alpha School
“I put in the first billion, and just said, okay, this is my seed fund, big seed fund, to be able to go figure this out,”
Alpha School Eliminates Chat Functionality From Academic Hours After Student Jailbreaks
“Like in our academic two hours, there is no chat functionality. We've tried, and the kids all jailbreak it and get around it.”
Zhang: Decagon prioritizes raw intelligence over direct experience across all roles
“We're generally just selecting for very smart people. First of all, I think we care more about that than like, you know, direct experience and so on.”
Zhang: Decagon mandates five days in-office, with many working weekends voluntarily
“We're five days and then a lot of folks come in on the weekends, but it's not like a requirement.”
Kushner: Affinity bought Brazil Burger King, Starbucks, and Subway assets with Mubadala
“Another one of those businesses we did was we bought into the food sector in, in Brazil. We bought a lot of the Burger Kings there, and then we just bought the Starbucks and the subway out of bankruptcy. We did that in partnership with Mubatala, which has been…”
Cloudflare blocks AI training crawlers by default across all customer sites
“And so what we did on July first was we announced what we called the Content Independence Day, where you could actually have independence from these AI companies. And we, for free, across all of our customers, whether they paid us or they didn't pay us, we sta…”
Prince: Cloudflare could negotiate pooled AI licensing deals like Spotify
“Where I think we can play a role is when you have either a large content provider trying to make a deal with all of the AI startups that are out there, which they really do want to do, and they want to do it in a way that scales, but they can't do one-off deal…”
Prince: Cloudflare will probably enter the agentic infrastructure space
“We will probably compete in that. Agentic infrastructure space.”
Conrad: CEOs should reflexively reject binary trade-offs presented by teams
“People like to come to CEOs with what I call, like, CEO in the box options, where they say, look, you can have A or you can have B. Like, which one is it gonna be? You tell us, like, what the priority is, and it's this sort of illusion of choice where, you kno…”
Mann: Anthropic built Claude Code because partner feedback was too slow
“So we love our partners like cursor and GitHub who have been using our models quite heavily, but the amount and the speed that we learn is much less if we don't have a direct relationship with our coding users. So launching cloud code was really essential for …”
Mann: Anthropic focuses RSP safety on biology over nuclear risks
“Initially, our RSP talked about CVRN, which is chemical, radiological, nuclear, and biological risks, which are different areas that could cause severe loss of life in the world, and that's how we thought about the harms, but now we're much more focused on bio…”
Mann: Safety concerns prevented Anthropic from launching consumer computer use
“The main reason that we weren't able to deploy a sort of consumer level or end user level application based on computer use is safety, where we just didn't feel confident that if we gave Claude access to your browser with all your credentials in it, that it wo…”
Finn: Physical Intelligence's current state-of-the-art robot policies operate entirely without memory
“The other thing that I'll mention is actually right now we're most like, our policies right now do not have any memory. They only look at the current image frame. They can't remember even half a second prior.”
Weinberg: Harvey is helping law firms build and sell specialized software
“We were starting to work with firms and basically take, you know, the special things that they do and the way that they practice law and turn it into their specialized system in Harvey. And then they go and sell that to their clients.”
Torres: Agency will only have one public email address
“At agency, there's only going to be one email address. It's aliasatagency.inc. Everyone will email. I will always like take care of all the customers, right?”
Torres: No one joins Agency without completing a contractor trial period
“No one joins agency until they have work for me as a contractor. I'm going to put you to work and I am going to be real exactly how I am with everybody in the company today. And if you don't deliver at a level that is World-class in that one or two week timefr…”
Simons: Most Bolt users are non-technical, led by former dev managers
“That's like the majority of people using Bolt at this point are, you know, non-technical. And it's interesting, the most successful people that are using Bolt are actually people that have had to interact with or manage development teams.”
Sartran: AlphaProof develops an alien style by learning from self-discovered proofs
“The way alpha proof currency operates there is that it discovers its own proofs, and when they are valid, it learns from them and develop its own style which has been commented upon as looking, yeah, quite, quite alien.”
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…”
Mansour: Susquehanna trades as market maker on Kalshi
“We have large market makers like Susquehanna, SIG and a few others that are confidential.”
Dolgov: Waymo has achieved autonomous driving quality and shifted to optimization
“So far we have, you know, achieved Good quality of the driver. We have built all the machinery to evaluate it and know what it takes. So now for us, it's an optimization, right? It's a, it's an optimization, simplification.”
Goyal: Braintrust requires front-end engineering candidates to write C++
“Actually, for example, if you do a front-end interview at Braintrust, one of the questions involves writing some C++, and we lose a lot of candidates because of that question but it's a good signal that maybe Braintrust isn't the right place for you to work.”
Goyal: Braintrust embraces in-office work and an interrupt-driven engineering culture
“Another thing that we're really bullish on at Braintrust is people being in the office and being really comfortable being interrupt-driven.”
Khan: FTC focuses on healthcare and pharma to lower consumer costs
“I think at the end of the day, the way I measure impact is, are we addressing
The major problems that people face that are within our purview to fix.
And that's why we've been really focused on healthcare markets in particular, taking on hospital consolidation…”
Rippling plans an AWS moment next quarter by commercializing its data platform
“There is some new stuff coming from the company that's not directly AI related, but is about really scaled data, like super high scale data. We've already built this like really beautiful data platform underneath Rippling. It's kind of like our AWS, like we're…”
Taylor: Sierra charges based on completed outcomes rather than tokens
“At Sierra, we're really focused on what we call outcome-based pricing, you know, charging for the job done.”
Steinberger: Magic is announcing one of the largest compute clusters ever built
“Also in parallel with the release of this, we're going to be announcing what is going to be one of the largest clusters to ever be built.”
Steinberger: Magic will never poach frontier lab staff for training IP
“We're not buying the IP by poaching someone from like a lab who tells us how they train GPT. Never done this. Will not do it.”
Gil: AI-driven buyouts can fundamentally change the game in traditional markets
“And the second is AI driven buyouts. And I've now backed one or two of those. With the idea that you can suddenly do things with AI that you couldn't before, and you can kind of change the game in a market.”
HeyGen views OpenAI's Sora as a component, not a direct competitor
“And in fact, we actually see Sora as our partner because we can, we are able to integrate that as one of the component, you know, generator, and then feed that into our acquisition engine for the business application.”
Alexandr Wang: Scale AI's core thesis is hybrid human-AI synthetic data.
“And our perspective is that the critical thing is, is what we call hybrid human AI synthetic data. So how can you build hybrid human AI systems such that AI are doing a lot of the heavy lifting, but human experts and people, you know, the basically best, brigh…”