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 5 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 Supported
Hays: Reflection AI is in talks to raise $1B for open-source models
“It was reported yesterday by the misinformation that reflection, reflection the misinformation reported that reflection one-year-old startup we've had the CEO on before he's in talks to raise one billion to develop open source models to compete with deep sea m…”
Jordi Hays Aug 9, 2025 ▶ 1:01:36 Weekly Recap: Apple Sitting on $100B, Disney Enters The AI Race, Marc Andreessen, All About GPT-5
Assertion Supported
Andreessen: Most Open-Weights AI Models, Including DeepSeek, Omit Training Data
“What most of the open source open weights models don't have, including, you know, deep seek specifically, What they don't have is they don't have open data, right? Or open corpus, right? So you can't actually see the training data that went, went into them.”
Marc Andreessen Aug 8, 2025 ▶ 19:18 Marc Andreessen on Why Apple Might Miss the Next Platform Shift
Assertion Supported
Coogan: DeepSeek-R1 API is 27 times cheaper than OpenAI's o1
“The deep seek R one API is currently 27%, 27 times cheaper than open AI's O one for a similar level of quality.”
John Coogan Jan 28, 2025 ▶ 37:04 DeepSeek Update, Market Crash, Timeline in Turmoil, Is VC Cooked, Zero Cope Policy
Assertion Supported
Coogan: DeepSeek develops talent internally without US-trained PhDs
“They are largely developing their own talent. They're not relying on US trained PhDs.”
John Coogan Jan 25, 2025 ▶ 42:28 DeepSeek, Stargate Update, Bees Do Enjoy Honey, Golden Retriever Maxxing, Bring on the Trilly
Assertion Supported
Andreessen: DeepSeek and most open-weights AI models do not share training data
“What most of the open source open weights models don't have, including, you know, deep seek specifically, What they don't have is they don't have open data, right? Or open corpus, right? So you can't actually see the training data that went, went into them.”
Marc Andreessen Aug 9, 2025 ▶ 1:24:54 Weekly Recap: Apple Sitting on $100B, Disney Enters The AI Race, Marc Andreessen, All About GPT-5
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