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 6 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 Not checkable as stated
Agrawal: ChatGPT's User Base Is 10x Larger Than All Rivals Combined
“If you took the user count of ChatGPT on one side, And all the other AI apps on the other side, let's do perplexity, and Claude, and Croc, and Gemini, and you know, long tail of apps that people use. Add them all up, multiplied by 10, it's probably still less …”
Apoorv Agrawal Aug 27, 2025 ▶ 4:13 Understanding OpenAI’s $500B Valuation · Sourcery with Molly O'Shea
Opinion
Randle: Gemini leads multimodal AI while Claude and GPT-5 lead coding
“The models at any given point are good at different things, and so Gemini is like the best multimodal model. You know, Claude typically has the best coding model, although now a lot of people think GPT-Five. Is actually better than the latest Opus model at cod…”
Ev Randle Jun 29, 2026 ▶ 26:04 Benchmark's AI Bets: Cerebras, Sierra, Legora, Fireworks, Starcloud, Gumloop.. · Sourcery with Molly O'Shea
Assertion Not checkable as stated
Cohen: Anthropic's Claude is too slow for real-time phone calls
“We've tried Gemini, Claude and Anthropic are a little bit too slow for a phone call, unfortunately.”
Alex Cohen Sep 4, 2025 ▶ 32:12 Meme Lord CEO Raises $22.5M Series A for Hello Patient · Sourcery with Molly O'Shea
Opinion
McCormick: Claude's Writing Feedback Is Bad, Regresses Drafts Toward Mediocrity
“I will take my, if I'm, like, stuck in writing an essay, I'll, like, take the draft, I'll put it in Claude and ask for feedback, and, like, the feedback is bad, and it always, like, tries to move me more towards average, and I ignore it, but, like, I just have…”
Packy McCormick Aug 8, 2025 ▶ 47:27 Nuclear Race to Power Superintelligence · Sourcery with Molly O'Shea
Assertion Not checkable as stated
Khosrowshahi: Developers using Claude and Codex see increased diff counts
“Our developers are all using Claude and actually Codex is pretty cool as well. And developing, we're seeing the number of diffs per developer go, go up. We've seen the number of lines per diff go up as well, so there's a lot of input going in, and there's a lo…”
Dara Khosrowshahi May 8, 2026 ▶ 24:23 Dara Khosrowshahi’s Full Circle Launch: Expedia x Uber · Sourcery with Molly O'Shea
Opinion
Serhant: Anthropic's Claude Sonnet is effective at automating CRM tasks
“Automating CRM work, using AI to do that is really, really, really, really annoying. And it's really hard. Claude is pretty great at it and Sonnet.”
Ryan Serhant Nov 3, 2025 ▶ 28:38 How Ryan Serhant Sold $20B in Real Estate with Media & AI · Sourcery with Molly O'Shea
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