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 57 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
Apple Filings Claim OpenAI Poached Over 400 Apple Employees
“Apple's filings also spends quite a few words on the fact that OpenAI has poached more than 400 employees from the company in recent years.”
SpaceX Unit Sues Apple and Prototypes Smartphone-Like AI Device
“A unit of SpaceX is suing Apple for disadvantaging its AI app, and the company is now prototyping its own smartphone-like AI device.”
Gurman: Federighi, O'Brien, Cue, and Joswiak Will Not Succeed Tim Cook
“It's for sure not going to be Craig. It's not going to be Deirdre. It's not going to be Eddie. It's not going to be Jaws.”
Coogan: Court ruled Apple fees must match actual link-facilitation costs
“Anyway, the court ruled that Apple can't do that anymore. They can only collect fees that are in line with actual costs of facilitating links.”
Kovacevich: FTC and DOJ divided Big Tech targets rather than subject matter
“What happened was about six years ago, the FTC and the Justice Department, they share responsibility for antitrust. They got together and they said, they basically struck a deal and they said, okay, FTC, you get Meta and Amazon and DOJ, you get Google and Appl…”
Pangram flags Apple 50th-anniversary message as 100% AI-generated
“So Pangram says a hundred percent AI generated.”
Apple Reportedly Rebuilding Siri as OS-Integrated Chatbot 'Campos'
“Apple plans to revamp Siri later this year by turning the digital assistant into the company's first artificial intelligence chatbot, thrusting the iPhone maker into a generative AI race dominated by OpenAI on Google. The chatbot, codenamed Kempos, will be emb…”
Coogan: Apple chose Google Gemini for Siri after blind model tests
“Apple ran a blind test of frontier models and picked Gemini.”
Coogan: Apple is paying Google one billion dollars in AI deal
“The news is that Apple and Google have a deal. We talked to Ben Thompson about it yesterday. Billion dollars going from Apple to Google.”
Gurman: Apple built an in-house AI search to rival Perplexity
“What they haven't talked about Is AI web search. And so the new Siri is also going to have a chat GPT perplexity competitor for things like deep research and summarizing search. That is going to be an Apple built, an Apple powered system.”
Gurman: Apple will report its first $140B quarter in upcoming earnings
“And so they set themselves up for a pretty nice upgrade cycle, and you're gonna see that with their first hundred forty billion dollar quarter. When they report at the end of January, early February.”
Hays: Warren Buffett Missed $50B Profit by Selling Apple Early
“Warren Buffett missed out on fifty billion dollars in profits by selling Apple too early. Barron's calculated that he sold six hundred and fifty million dollars six hundred and fifty million shares at an estimated price of a 185 dollars. Now, they're at 263 do…”
Hays: Apple is developing a long-lasting smart home security camera
“Apple's working on a camera codename J-Four-Fifties is designed for home security, detecting people, and automating tasks. The device will be battery-powered and could last for several months To a year on a single charge.”
Apple Bids $120M–$150M Annually for Formula 1 US Media Rights
“Formula One is trending towards choosing Apple for its United States broadcasting rights for twenty-twenty-six onwards. The technology company's bid being in the 120 to one hundred and fifty million dollar range.”
Apple made counteroffers to retain MLX team after departure threats
“Apple this month also nearly lost the team behind MLX, It's key open source system for developing machine learning models on the, on, on the latest Apple chips. After the engineers threatened to leave, Apple made counter offers to retain them, and they're stay…”
Hays: Apple iPhone guidelines warn against holding devices directly to heads
“Basically, last time I checked deep in the Apple iPhone terms of service, there's stuff that literally says, like, don't hold this device, like, up to your head.”
Coogan: Apple Paid $261,000 EPA Penalty Over Santa Clara Fab Violations
“EPA says the Apple facility on Scott Boulevard, so maybe that's your next trip, Tyler. You're going over to where is it? It's in Santa Clara. In Santa Clara. On Scott Boulevard in Santa Clara, generated hazardous waste and had RCRA violations in 2023 to 24, wh…”
Amazon Agrees to Power iPhone and Apple Watch Satellite Services
“Amazon said Tuesday that it agreed to a deal with Apple to power satellite services for its iPhone and Apple Watch and to work together on future satellite services using LEO's growing network.”
Cue: Apple sold one million iTunes songs in its first six days
“And I asked them, you know, what's, what's success for you guys in, in this business? And they said, well, if you could sell, you know, a million songs in, in a month, any time in the first six months that's success for us. So I came back, I said, okay, that's…”
Generative AI apps paid Apple nearly $900 million in 2025 fees.
“Gen AI apps Paid Apple nearly nine hundred million dollar in App Store fees in 2025.”
ChatGPT generates 75% of Apple's generative AI App Store revenue.
“Three fourths of the revenue Apple rakes in from Gen AI apps in its App Store come from ChatGPT.”
Coogan: Siri has 500 million users versus 1.5 billion total iPhones
“Estimates are around five hundred million active Siri users globally, which is huge, but there's 1.5 billion iPhone users, so Having only a third of your user base use your AI feature seems a little bit low, if that's the case.”
Coogan: Apple required all Apple Card statements to generate on month's first
“And that's not rocket science, but Apple also wanted another consumer friendly feature. They wanted all of the bills to drop on the first of the month, every month. And normally credit cards will stagger it out.”
Coogan: Apple Card Launched With a Credit Score Requirement Around 600
“Apple, when they launched the original card, they actually set the credit score requirement fairly low. And even though it launched in 2019, It felt like a holdover from the Jobs era, that Jobs philosophy of even though we're Apple, even though it's, it feels,…”
Gurman: Tim Cook cut his $100M compensation after public backlash
“He was making a hundred million a year a few years ago. Then everyone flipped out, and he had no choice but to cut his pay because they were kind of sick and tired of the backlash, right?”
Gurman: Apple Will Not Remove ChatGPT-Siri Integration
“They're not taking that away. They're not taking it away.”
Google pays Apple approximately $20 billion annually for Safari search default.
“Google's been the default search engine on Apple devices since 2002. And, they, we don't know specifics. Most recently is twenty billion dollars annually, but it's been an over 20 year partnership.”
Apple receives 36% of Google's Safari search advertising revenue.
“Apple is like confirmed to be taking 36% of the revenue from Safari that Google makes.”
Apple announced $500M MP Materials deal following DOD minority investment
“In early July, the Defense Department took a minority stake in MP materials and maker of rare earth magnets. Days later, Apple, which the Trump administration had long pressured to expand its U.S. Supply chain, announced a five hundred million dollar deal to b…”
Hays: Next Apple Vision Pro will mostly just get faster chip
“The next version coming as soon as this year will mostly just get a faster chip.”
Apple requested custom AI models from OpenAI and Anthropic for Private Cloud
“In his discussions with both Anthropic and OpenAI, the iPhone maker requested a custom version that could run on Apple's private cloud computer.”
Senior LLM researcher Tom Gunter departs Apple after eight years
“One of Apple's most senior large language model researchers, Tom Gunter, left last week. He had worked at Apple for about eight years”
Every major hyperscaler except Apple has acqui-hired an AI lab
“Every major hyperscaler except for apple now,
Has basically done one of these like interesting aqua hires of a foundation model lab to kind of juice up their AI efforts.”
Senra: Apple's iPhone revenue alone eclipses Disney's entire combined business
“Apple makes more from the iPhone if they just had the iPhone and nothing else than, like, Disney does from every single thing they've ever, like, they, everything, all their theme parks, all their movies, everything else, just, like, that one single product.”
Reed: Sequoia Made Single-Digit Millions on a 40x Return in Apple
“It was, in the single digit, I think it was, I think Sequoia made a 40 X on a 150 K. . Wow. So single digit million dollar gain”
Coogan: European iPhone sales outpaced US growth despite lacking Apple Intelligence
“In fact, Europe outgrew the U S in iPhone sales and they don't have Apple intelligence at all with the exception of the UK for a couple of weeks in December.”
Coogan: Apple Vision Pro Resale Value Plunges by 50% on eBay
“You can buy an Apple Vision Pro for four K and go on eBay and sell it for two K the next day. Like, The depreciation is insane on the, on this product”
Hays: Sequoia Made Only $6 Million on Its Apple Investment
“Yeah, but somebody, I think Shiel pointed out they actually only made six million on Apple.”
Sequoia Has Generated Over $70 Billion in Cumulative Gains
“Over the years, it's made its limited partners and its own rainmakers who pocket around a quarter of the gains plus a management fee a total of over seventy billion dollars, thanks to early bets. On future tech darlings like Airbnb, Apple, Google, and Nvidia.”
OpenAI Acquired Jony Ive and Tang Tan's AI Startup in 2025
“Tang Tan left Apple in 2024 to co-found the AI hardware startup I.O. With Johnny Ive, which OpenAI acquired in 2025 as part of its consumer AI device effort.”
Hays: Apple is developing receipt-scanning bill-splitting feature for iOS
“The Germinator is sharing that Apple readies iOS, 27 service that will let users split bills for dinners, events by taking a photo of a receipt and assigning items to friends.”
Coogan: Apple Bought a 70,000-Square-Foot Maxim Fab for $18.2 Million
“They bought it for 18.2 million dollars. It's a 70,000 square foot facility owned by Maxim previously.”
Eddy Cue: Windows iTunes brought non-Apple users into Apple's ecosystem
“Not only did we do it for the Mac, but we also did it for Windows. And so it opened Apple to a We have a whole new ecosystem of customers that had never used our products before, but were using iTunes and iPod for the first time.”
Hays: Apple AirPods generate roughly $20 billion in revenue
“AirPods, which have insane product market fit, which last time I checked are like a twenty billion dollar revenue line for Apple.”
Coogan: Apple's P/E ratio expanded from 10x in 2011 to 37x
“Look at the price to earnings ratio, because back in 20 11 it was 9.7. Let's call it 10 X price to earnings. Today it's 37 X.”
Apple's on-device AI enables apps with zero ongoing cloud costs
“It is very cool in terms of just, you can now vibe code an iOS app that has some sort of AI functionality. It's not gonna be incredible. It's not gonna be frontier. But you can get something that's served into the store that only uses Apple's APIs and creates …”