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 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
Barton: Marketing spend will shift from Meta to AI agents and Shopify
“So that 20% that I'm spending on marketing to, you know, maybe it was meta, is now gonna, like, that profit pool is gonna be more going toward a Shopify or the actual agent players themselves, OpenAI or Gemini.”
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 …”
Whop CTO prefers Google Gemini for coding due to fewer hallucinations
“I'm bullish on Gemini right now. I use it. I use it for a lot of my code right now, and I go back and forth, and it's really good at not being delirious. Like, at the end, it circles back to what you asked, which is beautiful. So I'm bullish on Gemini. That's …”
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…”
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.”
Feldman: Google TPU Co-Design with Gemini and DeepMind Is a Major Advantage
“One of the advantages Google has is that their TPU can be designed in collaboration with the team building Gemini or the team of DeepMind, and so they can inform their choices back and forth, and that's an enormously powerful thing that is surprisingly relativ…”