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 19 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
Shipper predicts OpenAI and Anthropic launch agent app stores within a year
“And I bet you within a year the opening eyes in the anthropics of the world will have app stores for apps that are built specifically to be used inside of these services. Maybe even cursor too. I don't have any insight on any of this.”
Liu: OpenAI and Anthropic have over $80 billion in combined revenue
“Take opening Ionanthropic alone, right? Let's just say they have a combined revenue probably of like eighty million plus, right? Or eighty billion, sorry, plus right now up from like basically zero a few years ago.”
Riley Brown: OpenAI consolidated efforts to integrate Atlas browser inside Codex
“Well, recently they had like this big red alert at their company, and they decided to kind of push all of their efforts into one single app, which was Codex. And now what they're doing is they're just putting Atlas inside. They're basically putting Atlas insid…”
Moritz Kremb: OpenAI permits OpenClaw OAuth connections while Anthropic officially bans them
“Because OpenAI has stated that they're okay with it. So for them, it's definitely fine to use this OAuth method with Anthropic. It's kind of a gray area a bit. I think officially in their terms of service, it says you're not allowed to do that.”
Shipper: OpenAI and Anthropic do not really offer fine-tuning anymore
“In that case, like, you have to use open-source models, because none of the major model companies, or at least OpenAnthropic, don't really do fine-tuning anymore.”
Henry: OpenAI owns OpenClaw and will tighten its security
“I think now OpenAI own OpenClaw. The security is going to get a lot tighter. Things are going to be a lot, lot smoother.”
Sam Altman predicts 'idea guys' will soon dominate the startup industry
“He just posted on his blog. He says for a long time, technical people in the startup industry Have made fun of idea guys. People who've had an idea and were looking for a team to build it. It now looks to me like they are about to have their day in the sun.”
Smith: OpenAI has reached $1 billion in enterprise revenue
“There's the reason that OpenAI has a billion dollars in enterprise revenue today. Out of nowhere, quote unquote, out of nowhere.”
Brown: Codex autonomously built and played its own chess game
“And so, in my video, it did this in one prompt. I said, build a chess game, then use browser use to test the game and play yourself until one team wins. And that's what it did in one shot”
Multi-step AI video editing workflows will soon be baked into Sora
“I do think that, like, for everything I laid out, it's important for now, but it's gonna be baked into Sora's kind of suite, where you can edit clips, you can kind of double tap into this, and this entire process is gonna get, like, a lot faster and a lot chea…”
Isenberg: OpenAI Operator will eventually integrate native voice capabilities
“Yeah, I think I mean, it's only a matter of time, by the way, before operator adds voice anyways. They won't have to stitch it together with other voice agents.”
Fernando: GPT-4o natively understands audio and tone, unlike DeepSeek R1
“So one thing I just learned very recently about GPT-IV and ChatGPT's Omni models is the fact that this model's breakthrough, a little bit different than R-I, is the fact that it can actually understand audio and tone and all these extra implications that we do…”
Ross Mike: GPT-6 Astra is OpenAI's priciest model, priced similarly to Fable
“OpenAI's most expensive model. It's on par with Fable in terms of pricing, but if you have a codec subscription, very subsidized, and not only that, it's also very efficient, meaning it doesn't take as many steps to complete a task.”
Brown: GPT-5.5 API Costs Double That of GPT-5.4
“Yeah, if you use it via the API, it's twice as expensive as Ah, the recent model, which is, ah, GPT-Five-Point-Four. It's twice as expensive.”
Brown: GPT-5.5 API Costs 20% More Than Claude Opus 4.7
“And then it's also 20% more expensive than Opus 4.7.”
Altman announced GPT-5.3 Codex 18 minutes after Anthropic released Opus 4.6
“Opus four, six came out and then Sam Altman put together a quick tweet. I want to say like maybe 18 minutes later announcing GPT five, three codex”
Isenberg: OpenAI Quietly Launched Skills Support for Codex
“Quietly, OpenAI has launched skills. So we've seen Anthropic and Claude skills. A lot of people talking about that, including myself, how amazing it is. But quietly, we have Codex now officially supports skills.”