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
Armstrong explores cognitive enhancement therapies for adults, children, and embryos
“One idea I've been contemplating a little bit is around cognitive enhancement. And there, you know, there's been these things people have realized, like if you, I think in, in development of children, like if you give them enough folic acid and like certain nu…”
Alpha School Pays Middle Schoolers $1,000 for Reaching Top 1%
“We have a system where if you're not top one percent, Coming into our middle school, we will pay you a thousand dollars when you hit top one percent in your subject.”
Schimpf: Anduril Builds Weapons and Believes It Is Ethical and Necessary
“We've been clear. We work on weapons. We believe that's important. We believe you can do it ethically. We believe it's necessary. And we're not shy about that.”
Huang has over 40 direct reports and does zero one-on-ones
“Yeah, I have 40 some odd direct reports. And no one-on-ones no career coaching, you know?”
Armstrong: Coinbase staff should take their personal AI brains when leaving
“You can have a brain for each individual, which, by the way, I believe they should be able to take with them when they leave Coinbase. So we're creating some good policies on that.”
Armstrong discloses investment in embryo editing startup Preventive
“There's a company I invested in called Preventive that's doing embryo editing.”
Taylor: Valar aims to build hundreds of thousands of nuclear reactors
“We want to make thousands of reactors, tens of thousands, hundreds of thousands.”
Taylor: Valar will shut off all power and pumps after reactor scram
“Immediately after we scram, we're actually going to turn off the entire electrical supply to the plant. We're going to turn off the circulator. We're going to turn off the RCCS pump. Every safety system in this plant, we're going to shut off, and we're going t…”
OpenAI discourages researchers from using current models on open math problems
“We are trying to encourage people to not spend all their time just, like, Going through all the mathematical open problems, physics problems, and just seeing, pushing the models to their limits to see what they can prove or disprove. Because we really think th…”
Tan: Setting goal of 10x shareholder return at Intel within a decade
“So it's hard to do that at Intel because the base is bigger. So I kind of said, okay, let's do it at 10 X, you know, and then, and five years, 10 years, we can Do Xx. I think it's a good return. Being a venture capital at heart. That's kind of my goal.”
Helberg: State Department will use VC investments to guide government capital
“We actually would really love for the venture capital ecosystem to help be part of the solution because I think, you know, you guys are better positioned to assess, you know, who are the best players in the space. And we can take that, you know, as an importan…”
Allaire: Arc blockchain uses a known validator set of financial infrastructure firms
“It's actually a known validator set, and so the infrastructure operators of AHRQ are major financial infrastructure companies, and so, and those are companies that are held to these very high standards for InfoSec compliance, reliability, availability, et cete…”
Simon Last: AI Agents Now Write All Pull Requests at Notion
“And you know, all the pull requests are now written by agents. They're often like larger and more complex. That's like the worst part. But the better part is that they're often like a much better tested and we can demand sort of a much better testing for the t…”
Simon Last: Notion Now Uses Cheaper Chinese Open-Source AI Models
“We actually just released one of them in our agent last week, and we're gonna do all four for sure. They're actually quite good, and they're way cheaper than the Frontier models.”
Scaringe: Upcoming Rivian R2 will include lidar alongside radar and cameras
“Our approach to this is we have a higher level of capability on our perception stacks. We have better cameras. We have radar. And of course, with R two, we'll have a lidar as well.”
Until aims for reversible whole-body cryopreservation after mastering single organ transplants
“Our long-term goal is reversible whole body cryopreservation for, you know, medical sort of hibernation. But in the near term, what we work on is reversibly cryopreserving human, single human organs to help transplant patients get organs more efficiently.”
Michael: DoD Deployed DOGE Recruits to Build Defense AI Initiatives
“The talent they brought into every department could then be deployed on other projects like the AI action plan that we did with Gen AI. So, because they were already, like, Elon chose technically sophisticated people. There weren't all engineers, some were law…”
Emil Michael: Golden Dome is exploring intercepting targets from space
“For Golden Dome, which you've heard about, we're looking at how to take things out from space, which is a compelling, really complex, but interesting proposition.”
Dell: Base Power Employees Work a 996 Schedule or More
“It's like, yeah, we do nine nine six. We probably do more than nine nine six, but we don't really talk about it in that way.”
Ng: Every AI Fund Employee Knows How to Code
“Everyone in my team at AI Fund knows how to code. Everyone is a good hub account, and I see for a lot of my team members, you know, when my, I don't know assistant general counsel, or my CFO, or my front desk operator, when they learn how to code, they're not …”
Mann: Anthropic's 'model welfare lead' tests letting Claude opt out of chats
“We have this other project led by Kyle Fish, our model welfare lead. Where Claude can actually opt out of conversations if it's going too far in the wrong direction.”
Vogt vows never to sell a company or accept an acquisition again
“First is I'm never going to sell another company again, ever. And so like, you know, maybe it will IPO or something like that, but there will never be an acquisition in my life again.”
Caruso: Palisades Village deployed private firefighters, water systems, and fire retardant
“For fires, we immediately engage with companies that can pour retardant on the building, which we had out there. We had backup water systems out there, and we had a private firefighting department out there because we had been through this about six years prio…”
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.”
Cohere Strategically Lags Frontier Labs by Six Months to Avoid $7B Burn
“So that's the strategy is don't lead. Don't burn, you know, three, five, seven billion dollars a year to be at the front, be six months behind. And offer something to market to enterprises that actually fits their needs at a price point that makes sense for th…”
Jensen Huang: NVIDIA can set up complete data centers in 30 days
“If you're interested in a data center and just have to give me a space and some power, some cooling, You know, and we'll, we'll help you set it up within, call it, 30 days.”
Mansour: Sequoia and YC warned Kalshi against suing the CFTC
“When Juan and I brought it up to Alfred and from Sequoia and then YC, we're like, Hey, we're going to sue the government, our regulator. And they're like, we, it's never a good idea. It's just a bad pattern, but we took the risk”
Goyal: Vast majority of Braintrust customers now use TypeScript over Python
“First of all a vast majority of our customers use TypeScript and, you know, early on, some of our customers were dealing with, like, should we use TypeScript or Python? And some teams were using TypeScript, some teams were using Python. Now, almost everyone, i…”
Rippling introduces TalentSignal, an AI tool that evaluates employee performance
“There's a new product that we're just releasing called talent signal. It's the ability of this system to read the work product of employees and like marry the data that we have. On whom you've hired into your company at what job level with what, you know, all …”
Atiyeh: Ramp abandoned fine-tuning AI to wait for next-generation foundation models
“We did spend some time fine-tuning in many places, and then we very quickly found out that our time was worth way more and that we should just, like, wait, wait for, like, other generations of model.”
Franceschi: Brex built a custom CDP because Salesforce cannot ingest AI signals
“We effectively build our own customer data platform for this, because it's, you know, you just can't use Salesforce. I mean, The tools just don't really work that way. You can't ingest a signal in the way you would want.”
Suno aims to be a mass consumer product, not a DAW plugin
“We are trying to change how the entire globe interacts with music and to open new experiences for people. And so what that means is that this is a consumer product. This is not sprinkling AI into Ableton or Logic or Pro Tools. This isn't for the person already…”
Hoffman: I Refused to Sign the 22-Word AI Existential Risk Statement
“This is one of the reasons why I didn't sign the 22 word statement of, you know, AI should be treated as an existential risk along with climate change, pandemic, et cetera.”
Kelly: Ginkgo gives 10x super-voting shares to all active employees
“At Ginkgo, we took this Silicon Valley idea of founder super voting shares and extended it to the entire employee base. So it's not just us, anyone who's at the company, and it goes away if you leave, ah, gets 10 X voting for their B shares versus the A shares…”
Slootman: Snowflake avoids mass layoffs by continuously pruning underperforming staff
“We don't do layoffs because we don't wait until there is a, you know, huge headwind. We're always pruning the tree, so to speak, right? So we don't have to do it as some massive event that is super unsettling.”
Armstrong: Coinbase built tools allowing AI agents to open crypto-rail accounts
“And so we've made some simple tools where with a single Command. You just prompt, you paste it into your AI agent. It can now have its own financial account and it's using a self custodial wallet and crypto rails.”
Armstrong: AI agents let him submit finished PRs instead of tasking engineers
“And now instead of like pinging the team in Slack, I can basically tag an agent in Slack with that comment or drop it into our internal harness. And instead of bugging the team and asking them to do something, I just send them a PR for review and it's already …”
Coinbase launches ex-US tokenized stocks, engaging SEC for US rollout
“We just announced our tokenized stocks product which is only available outside the U S right now, unfortunately, but we're working with the SEC and others to get in a path to do it in the U S.”
Haas: Arm now directly sources wafers and substrates for its own chip
“We also introduced our first product last March, the one you just mentioned at Hotchips, the Army GI CPU. So now we're in that soup ourselves from the standpoint of we're also having to figure out how to buy substrates and buy wafers and buy memory, et cetera.”
Haas: Meta Partnered with Arm to Build Its Agentic CPU
“So Meta was that first example. They wanted a general purpose agentic CPU. There wasn't anybody out who could give, give it to them. They came to us and said Hey, why don't we do this together? And that's how we got into it.”
Haas: SoftBank announced SoftBank Neo to become a neocloud provider
“We just announced, we being SoftBank SoftBank Neo which is our intent to become a Neo cloud.”
Taylor: Valar Atomics' safety basis proves zero radiation dose during total failure
“Our safety basis when we go to the regulator is everything in the plant has failed. Absolutely everything, right? ... In fact, it is safe. Right? So we have regulatory limits where we say, okay, in an accident scenario, you can't dose the public with radiation…”
Chess.com remains bootstrapped as private equity investments were entirely secondary
“Well, I'll tell you, we're still a bootstrap business because CBC came in, but they still, you know they came in and bought secondary.”
Fang: Dashers are actively collecting physical data for AI world models
“We also launched a product called tasks a couple months ago where we're having people in the dash fleet help basically collect data points to help train some of these world models.”
Tang: DoorDash in-house Dot robot runs L4 autonomous delivery in Phoenix
“Yeah, so DoorDash Dot, it's an autonomous delivery robot. It's built entirely in-house at DoorDash. It weighs 300 pounds, travels up to 20 miles per hour. It's one 10th the size of a car. It's the only delivery robot out there that's designed to travel, not ju…”
Tan: All Intel engineers report directly to the CEO
“And also the other part, from day one, I decided all the engineers report to me.”