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 Partly supported
Coogan: Alibaba has repeatedly distilled Anthropic's Claude model
“Anthropix's Alibaba has distilled, clawed many, many times, and I saw a chart of the amount of tokens that are getting resold.”
John Coogan Jun 27, 2026 ▶ 22:24 Shifts In The Creator Economy, Kylie Jenner x Meta, GPT 5.6 Limited Release | Diet TBPN
Assertion Supported
Hays: China's MOFCOM Discussed Restricting AI Weights and Overseas Training Data
“Moffcom. Talk to AI companies including Alibaba, ByteDance, and Zipu on limiting the transfer of key data for the training of their models overseas, as well as allowing their model weights to be downloaded by foreign users.”
Jordi Hays Jul 21, 2026 ▶ 15:46 U.S. AI Execs Warn as China’s AI Push Grows, Substack Adds AI Detection Tool | Diet TBPN
Assertion Partly supported
Anthropic accuses major Chinese AI labs of distilling its Claude model
“Anthropic has accused DeepSeek, Moonshot, Minimax, ZAI, Alibaba, all of distilling Claude”
John Coogan Aug 5, 2026 ▶ 28:53 Demis Is Out as DeepMind CEO, Revolut Founder Yacht Drama, AI’s Great Reverse Bank Run | Diet TBPN
Assertion Partly supported
Coogan: Alibaba Offloaded Warehouse Costs to Chinese Regional Governments
“Alibaba was able to get regional governments to absorb warehouse construction costs on their balance sheets rather than directly pay for it, and looked extremely asset light and software-y when it went public.”
John Coogan Jan 25, 2025 ▶ 37:30 DeepSeek, Stargate Update, Bees Do Enjoy Honey, Golden Retriever Maxxing, Bring on the Trilly
Assertion Supported
Hays: A 3% SpaceX float would beat Alibaba's US IPO record
“Even a tiny three percent float would comfortably eclipse the U.S. IPO record set by Alibaba's twenty five billion dollar float in 2014.”
Jordi Hays Mar 6, 2026 ▶ 28:24 Daniel Gross’ AGI predictions, SpaceX IPO news, Trump takes control of US chip exports | Diet TBPN
Assertion Supported
Coogan: Alibaba, Baidu, Kuaishou, and Tencent Downsized Headcounts Across 2021–2023
“Big tech groups in China have been downsizing in the past few years. So this is 20, 21, 20, 22 and 20, 23 for Alibaba, Baidu, Kuaishou and Tencent. And they're all downsizing across those three years.”
John Coogan Jan 22, 2026 ▶ 11:34 Kling AI reaches 12M MAU, China's aging tech worker crisis, drama at ThinkingMachine | Diet TBPN
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 500 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.