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 94 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 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
ChatGPT-Based Therapy Products Already Generate $50M in ARR
“There's probably already fifty million dollars of ARR worth of these sort of, like, chat GPT therapy products that are just out there printing.”
Coogan: Apple is two years behind ChatGPT and should have replaced Siri
“The AI thing has been really, really difficult for Apple, in my opinion, because they're two years behind ChatGPT. Like, the day ChatGPT came out, They should have ripped out Siri and had an LLM replace it in terms of just like what consumers would want.”
Brockman: Highlighting esoteric AI use cases fails to trigger broad adoption
“We've sometimes highlighted esoteric use cases, something that appeals to someone in particular, and it's amazing for that person, but people don't then say, oh, because it's this powerful, I can also do this other powerful thing I've been waiting on. Like tha…”
Google built an internal ChatGPT equivalent but chose not to ship it
“They obviously had effectively a version of ChatGPT internally. They didn't ship it.”
Coogan: AI Tools Will Consolidate Work and Personal Modes into One Interface
“There is no enterprise Google search. Like, you just use Google at work. You use Google at home. It's all one box that gives you answers, and there was never, like, a dividing line between these two things, and so that's probably where all of this goes ultimat…”
Coogan: New ChatGPT Desktop App Replaced Native Mac App with Electron
“The new ChatGPT app is just the Codex app, and when you install it, you can keep the
The old ChatGPT app as ChatGPT classic, but a lot of people don't like that because the Codex app is written in Electron, which means it's a bunch of like web views, web brows…”
Coogan: OpenAI will roll video generation into ChatGPT
“Obviously, this is not the end of video creation for OpenAI. This will be rolled into ChatGPT, I imagine.”
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.”
Hays: ChatGPT ads will target interest graphs, not conversation content
“From what I understand, it won't be related to the content because people are going to be annoyed at that. I would expect it in the future. It is. But in the meantime, I think it'll effectively be display ads based on your interest graph, right? What they know…”
Coogan: ServiceNow commits revenue in three-year deal to integrate OpenAI models
“So they signed a three year deal that will integrate the AI models. ChatGPT's models into ServiceNow's business software. The deal depends on customers using OpenAI's models within ServiceNow and also includes a revenue commitment from ServiceNow to OpenAI.”
Hays: 20% of all ChatGPT queries are health-related
“20% of all the queries are. Okay, yeah. Are health related.”
Coogan: AI wrappers relying on model limitations are doomed long-term
“If you build a wrapper that depends on the models not getting better, you're gonna have a bad time, because the models will just get better. So if your thing is, oh, it can't do long context windows, or it can't answer in pages and pages and pages, well, the m…”
Coogan: Over 40M people daily ask ChatGPT health questions
“Fiji gave some amazing stats here with more than forty million people globally turning to ChatGPT every day for health questions.”
Gurman: Apple Will Not Remove ChatGPT-Siri Integration
“They're not taking that away. They're not taking it away.”
Rosenthal: Microsoft owned 49% of OpenAI when ChatGPT launched
“You know, at the worst moment for Google, when ChatGPT came out, Microsoft owned 49% of OpenAI.”
Coogan: ChatGPT hits 700M weekly active users amid massive compute demands
“Company executives made it clear that the Abilene site was just the beginning, noting they envisioned a need for more than 20 gigawatts of computing capacity to meet the explosive demand for ChatGPT, which now has more than seven hundred million weekly users.”
Hays: Apple AI teams use ChatGPT and Gemini during product development
“During the development of the tabletop robot, Apple engineers have made heavy use of ChatGPT and Google Gemini to build and test features. Within Apple AI and Siri Teams as a whole, software developers are increasingly using third-party systems as part of thei…”
Coogan: ChatGPT Deep Research Is Likely Most Used AI Agent Worldwide
“And also not including ChatGPT, which has deep research, which is probably the most used AI agent in the world right now. I have to imagine just by number of queries”
Andreessen: LLM Researchers Were Surprised ChatGPT Was the Breakthrough Moment
“Like if you talk to the people who worked on like, I'm sure you guys have talked to people who work on language models, they will tell you that they were surprised the chat GPT was the breakthrough moment. Cause they thought everybody already knew what these m…”
Coogan: Long term, AI model routing will be fully prompt-driven
“I would imagine that over the long term, everything's driven by the prompt. I would love to be able to go to ChatGPT and just say, Hey, quickly, what's the population of Canada? And it knows to use for that. And then if I say, hey, I want you to give me a full…”
Misra: OpenAI Did Not Plan or Prepare for ChatGPT's Virality
“I think it was very clear that they hadn't prepared for the amount of virality that thing got. Right. Like even the name chat GPT kind of gives that away. Right. And so it wasn't a planned thing. It kind of just happened.”
LiveKit's d'Sa: LiveKit built the infrastructure for OpenAI's ChatGPT voice modes
“Fast forward, like, about a year and a half, two years, and, ah, we built a demo when ChatGPT first came out, ah, where you could talk to it instead of text with it using LiveKit's infrastructure, and a few months later, OpenAI ended up finding it, ah, wanted …”
D'Sa: LiveKit partnered with OpenAI to build ChatGPT voice mode
“We built a demo when ChatGPT first came out, ah, where you could talk to it instead of text with it using LiveKit's infrastructure, and a few months later, OpenAI ended up finding it, ah, wanted to build a voice interface to ChatGPT, And we started to work pre…”
Most consumers only use ChatGPT and have not heard of other apps
“We are living in a bubble, like they're, most people are only using chat GPT and they don't, they haven't even heard about like most of the other apps.”
Srinivas: Most ChatGPT users do not know o1 or GPT-4 differences
“In fact, most people using tracks between the world don't even know there's a model called O one or O three and don't even know what the difference is for GPT four.”
Housel: AI excels at micro writing feedback but fails at macro feedback
“I found that it's pretty good for what I would call micro feedback of just like, Hey, you probably needed a comma here. It's not that good for macro feedback of like, Hey, was this chapter good? Like, did it make any sense to you? It's like, so far it's not th…”
Coogan: ChatGPT and Grok 3 disagree on Grok 3's FLOP scale
“ChatGPT claims that Grok three is an E-twenty-six model, but Grok three claims that Grok three is an E-twenty-five model, and so I don't know who's hallucinating here.”
Coogan: DeepSeek is a massive upgrade over free ChatGPT
“Like if you have ChatGPT free version and you download DeepSeq, that is a massive upgrade if you're a free user.”
Hays: ChatGPT leads consumer AI through mindshare and search-like utility
“The reason that ChatGPT has stayed very dominant from a user standpoint is because they have the consumer mindshare. The average person is not like prompt engineering. They don't care about the context window. They're just almost using it like a Google that ca…”
Coogan: AI-assisted executive orders unlikely to cause unintended legal errors
“I'd be surprised if we wind up learning that, that the executive orders being written with chat, with the help of chat GPT wind up causing an unattended effect, right? Where it's like, oh, they didn't proofread it. It hallucinated. And now it's illegal to drin…”
Hays: Copy.ai grew to $20M ARR in one year before pivoting
“There was that company copy AI that got, went from zero to twenty million annualized revenue in a year, and then had to completely pivot, because people would just use ChatGPT.”
Coogan: OpenAI First-Mover Advantage Beat Fast Competitor Parity
“Gemini came out and was comparable, and Claude came out and was comparable very, very quickly, but being first was so powerful.”
Coogan: OpenAI's UI Design Is Underrated Compared to Its Models
“The simple UI and the UI stuff at OpenAI is really underrated. I think everyone focuses on the research and the innovation and the actual models, but the UI and the user experience is just fantastic.”
Hays: OpenAI Built Consumer Scale After Wrappers Reached Tens of Millions ARR
“Before chat GPT, there were products like copy.ai that were leveraging the API well, and like had gotten to decent, not scale, but tens of millions of ARR, and then OpenAI was like, oh, actually we're a consumer product company now, and then now they have hund…”
Coogan: ChatGPT conversations are legally admissible in court without privilege
“Your conversations with ChatGPT are not, are definitely admissible in court. And so it's like a Google search. It's not like talking to your lawyer.”
Cuban: Cost Plus Drugs gets significant traffic from ChatGPT
“We get a lot of traffic from open AI chat GPT for cost plus drugs.com.”
Cuban: Cost Plus Drugs gets significant traffic from ChatGPT
“We get a lot of traffic from open AI ChatGPG for costplusdrugs.com.”
Hays: 85% of ChatGPT's weekly active users are outside the US
“85% of their weekly actives are outside of the U.S.”
Hays: Grok is the top free app on Japan's App Store
“It is the number one free app on the Japanese app store. It is above ChatGPT and all the different local products that I can't read the names of.”
Mehr: Physical manufacturing lacks internet data troves used by LLMs like ChatGPT
“Unfortunately for a lot of manufacturing tasks, the data is not out there, right? You cannot train a very complicated model on it. For, you know, for ChatGPT, the internet had trove of free data that you could use to create a very complex kind of chatbot. For …”
Rauch: Vercel partnered with xAI to power its open chat template
“And we recently partnered with XAI to power the default model. So you can go to chat.versella.ai and you can basically clone and deploy your own ChatGPT in your own domain name.”
Nic Carter: AI Dungeon was popular as a pre-ChatGPT LLM jailbreak
“I think a dungeon was popular because people, people could just like jailbreak the game and then just use it as a conventional LM pre chat GPT, but now you can just, that's why it was so magical.”
Coogan: 90% of 1,000 ChatGPT jokes were repeats of 25 jokes
“Famously, 90% of the 1000 outputs asking chat GPT for a joke were repetitions of the same 25 jokes.”
Coogan: AI apps will dynamically route user prompts across models automatically
“Very quickly, they're going to be able to put a router in front of that and dynamically decide, oh, this is a question that needs to go to oh, one. This is a question that needs to go to four. Four O or whatever, and all of that will become extracted.”