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 65 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
Rauch: Cloudbleed leaked Uber auth tokens onto Google search
“You could, I don't know if the audience knows, but you could Google and literally find auth tokens of different companies like Uber indexed by Google.”
Demis Hassabis steps down as Google DeepMind CEO for Alphabet role
“He announced that he's stepping down as CEO of Google DeepMind. He's also stepping up into the role of Google DeepMind chairman, and he will also be Alphabet's chief scientist.”
Coogan: Academic study finds Google AI Overviews cut organic clicks 40%
“Eric Sufert is sharing a new paper by researchers at Carnegie Mellon in the Indian School of Business finds that AI overviews were triggered in roughly 41% of observed Google searches, and when triggered, reduced outbound organic clicks by about 40%.”
Berkshire Hathaway to buy $10B of Alphabet in $80B capital raise
“Berkshire's buying ten billion worth of shares at a roughly six percent discount from Monday's closing price. Another thirty billion dollars will consist of underwritten public offerings, and the last forty billion will be staggered common stock offerings Begi…”
Coogan: Google research finds 20x hardware reduction to break crypto encryption
“Their latest estimate points to a twenty-fold reduction in the quantum computing hardware needed to break what's known as ECDLP- A mathematical problem that helps secure crypto wallets in transactions.”
Hays: Disney accuses Google of massive copyright infringement with AI models
“As Disney has gone into business with OpenAI, the Mouse House is accusing Google of copyright infringement on massive scale, using AI models and services to commercially exploit and distribute infringing images and videos.”
Hays: ChatGPT daily active users fell 6% following Google Gemini launch
“In the two weeks since the Gemini launched, ChatGPT unique daily active users, a seven-day average, are down six percent.”
Baker: Larry Page willing to risk Google bankruptcy to win AI race
“He said, Larry Page has said internally at Google many times, I'm willing to go bankrupt rather than lose this race. Everybody is focused on ROI, but the people making the decisions are not basically saying that scale, it's all about scale.”
Prince: Anthropic is 30,000x and OpenAI 750x harder than Google for traffic
“As you looked at open AI, it was about 750 times harder than with the kind of Google of old to get traffic with something like anthropic is 30,000 times harder.”
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…”
Kilpatrick: Gemini 2.5 Pro Relied on Pre-Training Innovations, Not Just RL
“But I think if you look at like a, an example of this in practice, like 2.5 pro is actually an example where it wasn't just like RL scaling that made that model better. Yes, RL was part of the story, but like there was also a bunch of pre-training innovation a…”
Google's ownership stake in Anthropic is contractually capped at 15 percent
“Google's ownership in anthropic is capped at 15%. They, I believe, have roughly 14%.”
Google holds no voting rights or board seats in Anthropic
“They don't have any voting rights. They don't even, they're not even a board observer. They don't have a board seat. They basically are just a purely financial background.”
Jeff Dean leaves Google after 27 years to launch an AI startup
“Google CEO Sundar Pichai also announced that Google DeepMind chief scientist Jeff Dean will be leaving the company after a 27 year run to start, along with Google's senior fellow Sanjay Gemwat, a public benefit corporation to accelerate discoveries in machine …”
Coogan: Employees from OpenAI, Anthropic, and Google Signed AI Pause Letter
“There's this open letter from a bunch of lab employees saying like, hey, maybe we should do a mutual pause. Maybe we should all slow down. And I think even some meta researchers signed that as well, but there's like a wide group from OpenAI, Anthropic, a bunch…”
Hays: Google's new model underperforms Composer 2 despite costing 4x more
“It's four times, it costs four times, it underperforms Composer too, even though it's, Roughly four times more expensive.”
Patel: Google is splitting TPU production between Broadcom and MediaTek
“Yeah, so, so for the longest time Google's had, ah, one main line of TPUs, right? All made by Broadcom, and then sort of next year they've diverged it, right? Where Broadcom makes a TPU, ah, and MediaTek makes a TPU. These two TPUs are focused at different thi…”
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.”
Coogan: "Empire of AI" wildly overstates Google data center water consumption
“Empire of AI asserts that a data center is using 1000 times as much water as a city, In reality, it's 22% of the city's water.”
Coogan: Google trained Gemini 3 Pro entirely on TPUs, bypassing Nvidia
“Google trained Gemini three pro on Google's own TPUs. No mention of Nvidia chips.”
Coogan: Google Used Lean Proof Verifier While OpenAI Used Text-Based LLMs for IMO
“Using this program called Lean that is a formal math proof verifier, and there's rumors that Google's building their system to leverage that a lot. OpenAI apparently went way, way down just the text-based LLM reasoning path and had a lot of success there.”
Kovacevich: Court found Google held ad tech monopolies and illegally tied products
“And there were some points for Google, but it was mostly a loss for them. The court found that they had improperly tied some of their ad tech products together and they have a monopoly position And what's called the ad, ad exchange, as well as the ad server, w…”
Kilpatrick: Google's Full-Stack Control Extends From Silicon to Model Delivery
“Google controls. From a product perspective, like all the way to how the models are delivered to how the models are trained down to the silicon. So like you can make decisions assuming a bunch of those things are going to be true, which is like a lot of folks …”
Coogan: Google Gemini's underlying tech performance matches OpenAI
“If you look at the performance of the underlying technology at Google with Gemini, it's on par, if not like back and forth with open AI.”
Google's Willow quantum chip completed a septillion-year supercomputer calculation in five minutes
“Willow performed a computation in under five minutes that would take one of today's fastest, fastest supercomputers 10 septillion years.”
LA jury awards $6 million in Meta and Google youth addiction case
“On March, 25th, a Los Angeles jury found Meta and Google slash YouTube negligent for designing platforms harmful to young people. A woman who said she became addicted to social media as a child was awarded 6000004.2 million against Meta and 1.8 million against…”
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.”
Google becomes Anthropic's largest financial backer through compute lease guarantees
“Obviously Google has made it, you know, massive bet on anthropic and is, You know, becoming their largest financial backer, especially through some new reporting on, on some of the lease guarantees that they're doing.”
Coogan: Waymo sources parts from China but builds vehicles in US
“So Waymo is sourcing like almost all the parts for the new Waymo's from China, but they are building them, I believe in the United States and all of the software is from Google or Alphabet or Waymo.”
Google Admitted Lacking Capacity to Meet Meta's AI Demand
“Because it was just within the last month that Google had said, like, hey, we don't have capacity. We don't have enough capacity for all of Meadow's demand for our models.”
Coogan: $30B of Alphabet's equity raise is earmarked for employee tax
“Thirty billion, you mentioned this earlier today, thirty billion of Alphabet's stock issuance is earmarked for paying tax on employee stock awards”
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.”
Coogan: Google plans full migration to post-quantum cryptography by 2029
“Last week, the tech giant introduced a timeline to fully migrate its own security systems to post quantum cryptography by 2029.”
Coogan: Alphabet projects $175B to $185B in 2026 CapEx
“The company said it expected to spend between a hundred and seventy-five billion and a hundred and eighty-five billion in capex in twenty-twenty-six up from ninety-one billion to ninety-three billion in twenty-twenty-five.”
Coogan: Gemini app has over 750M monthly active users
“Google said Wednesday that it has more than seven hundred and fifty million monthly active users just on its Gemini app, which only represents a portion of Gemini's actual users because it's vended into all the different products.”
Coogan: Google enforcement expected to knock 9M devices off Ipedia
“Google has also taken steps to remove hundreds of apps affiliated with the company from Android devices, it said. The actions are expected to knock more than nine million Android devices off Ipodea's network.”
Coogan: DeepMind CEO Demis Hassabis reportedly has no plans for Gemini ads
“Demis Hassabis from Google told Alex Heath at Sources that, that he has no plan, no plans to put ads in Gemini.”
Coogan: Google appoints Amin Vahdat to lead $100B AI infrastructure buildout
“Google names a new chief to head up its one hundred billion dollar a year AI infrastructure build out, Amin Vadat, who will report to Sundar directly.”
Hays: Google spent billions to acquire Windsurf's intellectual property
“They, of course Google did buy, you know, spend however many billions on, on acquiring the Windsurf IP, so not super surprising.”
Alphabet is vertically integrated from chips and AI to autonomous robotics
“He's got the data center, he's got the chip, right? Tensor, right? He's got, he does a lot of the operating system type work, including the model, you know, the Gemini model, the applications he does as well, and he even gets all the way to the robotic layer, …”
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.”
Judge denied the DOJ request to force Google to divest Chrome.
“The judge denied the DOJ's request for forced divestiture. Of Chrome and Android.”
Google antitrust remedy requires sharing search index snapshots at marginal cost.
“Judge Meta attempts to address number two necessary scale by forcing Google to share various types of data, including Google search index, but not the actual data from the web pages and the index or the output of Google's PageRank algorithm. Competitors, which…”
Polymarket Gives Google 46% Odds for Top AI Model by Year-End
“Google is still the polymarket, which company has the best AI model end of 2025. So December 31st, there's been one and a half million in volume, and Google is still sitting comfortably at 46% chance of being at the Top of LM arena at the end of the year.”
Coogan: Google's search growth is driven by higher ad prices, not click volume
“The fact that paid clicks were up four percent and search revenue was up 12% makes it clear that search growth is primarily being driven by higher prices. And so the actual number of clicks is up four percent, but revenue is up 12%. That means that they're Mon…”