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 15 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

Prediction Not checkable as stated
Coogan: AI agents will entirely replace human GitHub commits by year-end
“I would expect like 70%, and I would expect Codex to be at 30%, and no more human commits because it's working.”
John Coogan Feb 6, 2026 ▶ 21:07 FULL INTERVIEW: Doug O'Laughlin Thinks Microsoft is OUT of the AI Race
Opinion
Baker: OpenAI Cut Codex Prices to Bootstrap Recursive Self-Improvement Loops
“I think that's why OpenAI is cutting codex pricing, simply because coding, you know, coding tokens are so valuable, and if you don't have enough of them, you may not be able to get into this RSI loop that, that everyone is, you know,”
Gavin Baker Jun 15, 2026 ▶ 9:40 Gavin Baker: SpaceX Might Be the Greatest Company of All Time
Prediction Open · timeframe May 2027
Chesky Predicts Most Generative AI Revenue Will Flow to Coding Tools
“I would predict that most revenue is going to go be going to codex. That's my, I might be wrong, but just given how much money is going to Claude.”
Brian Chesky May 8, 2026 ▶ 20:15 Airbnb CEO on Why AI Will Create a New Era of Consumer Products
Opinion
Steinberger: OpenAI is superior for coding across large codebases
“Like for coding, I much prefer Codex because it can navigate large code bases. I literally, you can literally prompt and then push domain. And I have a very, I have like, 95% certainty that it actually works.”
Peter Steinberger Jan 28, 2026 ▶ 18:22 Full Interview: Clawdbot’s Peter Steinberger Makes First Public Appearance Since Launch
Disclosure
Nadella: GitHub Agent HQ will orchestrate multiple AI models across branches
“And mission control where you will have Codex, you have Claude, you have Grok, every model you want. Yeah. Each working across their own branches, Then you have the IDE, so you can bring up VS code, where you can do the diff on each of the branches output”
Satya Nadella Oct 28, 2025 ▶ 6:22 Microsoft CEO Satya Nadella Live on TBPN
Assertion Supported
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…”
John Coogan Jul 11, 2026 ▶ 10:59 GPT-5.6 Reactions, Phoebe Gates’ Phia Drama, Hollywood Chases Internet Horror | Diet TBPN
Assertion Supported
Hays: Google's Antigravity launch video accidentally revealed internal OpenAI Codex usage
“The Google anti-gravity team flashed a codex folder in their in their actual demo video.”
Jordi Hays May 21, 2026 ▶ 18:44 Google I/O: Day 1 Reactions, Goldman to Lead SpaceX IPO | Diet TBPN
Opinion
Coogan: Dark-mode coding products like Codex are hard to market
“Like Codex, like, even if you had, like, a million do-overs, it's a hard product to explain. It's like, it's a desktop app with a lot of text, and it's in dark mode, and it's gonna write code, but only behind the scenes, and you don't really have to know how t…”
John Coogan Feb 10, 2026 ▶ 19:03 Super Bowl Ad Reactions, ChatGPT launches ads, Jordi vs France | Diet TBPN
Opinion
Hays: OpenAI is smartly pushing Codex directly to consumers
“They're trying to push codex, they're trying to push codex to consumers. Which I think is smart.”
Jordi Hays Feb 10, 2026 ▶ 11:26 Super Bowl Ad Reactions, ChatGPT launches ads, Jordi vs France | Diet TBPN
Prediction Not checkable as stated
O'Laughlin: Consumer GUIs Like Cowork and Codex Will Drive Agent Adoption
“That's why Cowork and Codex are gonna, like, probably be what actually happens. I think it's really fun to, like, play around in the, like, whatever, one percent adopter, and I'm really enjoying it, but I just don't think Like, yeah, it's gonna be co-worker Co…”
Doug O'Laughlin Feb 6, 2026 ▶ 29:46 FULL INTERVIEW: Doug O'Laughlin Thinks Microsoft is OUT of the AI Race
Insight
Altman: 10% interface polish unlocks massive AI model capability overhang
“You know, the, I think it's a great example of 10% of polish of the experience of using these models, especially when there's so much capability overhang goes an extremely long way to what you can build and how, how you interact with this stuff.”
Sam Altman Feb 5, 2026 ▶ 15:55 FULL INTERVIEW: Sam Altman Responds to Anthropic’s Attack Ads, Live on TBPN
Assertion Supported
OpenAI introduces Codex Sites for building shareable interactive web apps
“In other open AI news there's now sites in codecs. You can turn work ideas, plans into interactive websites or apps. Your team can explore, use, and share.”
Jordi Hays Jun 2, 2026 ▶ 27:50 Google Raises $80B, Confidential IPO 101, OpenAI Expands Codex | Diet TBPN
Assertion Supported
OpenAI Codex prompt allegedly bans mentioning goblins, raccoons, and pigeons.
“Never talk about goblins, gremlins, raccoons, trolls, ogres, pigeons, or other animals or creatures. Unless it is absolutely and unambiguously relevant to the user's query.”
John Coogan Apr 28, 2026 ▶ 11:49 In-Car Surveillance is Coming | Diet TBPN
Disclosure
Altman: OpenAI's upcoming Super Bowl commercial focuses on Codex
“I like our ad for Sunday. it's about Codex, no surprise, but.”
Sam Altman Feb 5, 2026 ▶ 26:04 FULL INTERVIEW: Sam Altman Responds to Anthropic’s Attack Ads, Live on TBPN
Disclosure
Altman: OpenAI will enable mobile task initiation for Codex
“Of course we should have an ability to kick off new tasks from mobile and we'll do that.”
Sam Altman Feb 5, 2026 ▶ 16:09 FULL INTERVIEW: Sam Altman Responds to Anthropic’s Attack Ads, Live on TBPN
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