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 129 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 Contradicted
Sonwalkar: GPT-5 costs half as much as o3
“Also it's half the cost of O three. So it's much cheaper. So it helps you, helps your margins.”
Rahul Sonwalkar Aug 9, 2025 ▶ 1:58:07 Weekly Recap: Apple Sitting on $100B, Disney Enters The AI Race, Marc Andreessen, All About GPT-5
Assertion Supported
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.”
John Coogan Jul 1, 2025 ▶ 19:18 Apple Considers New AI partnership
Assertion Supported
Chen: OpenAI reached 3 million paying business users
“We hit a big milestone. We got I think three million paying business users fairly recently.”
Mark Chen Jun 7, 2025 ▶ 1:07:26 Weekly Recap - Elon Vs Trump, Ukraine's Drone Attack, Cluely Update & OpenAI CRO
Assertion Supported
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 …”
Russell D'Sa Apr 26, 2025 ▶ 21:31 Building the World’s Smallest Fusion Reactor | Robin Langtry on TBPN
Assertion Supported
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…”
Russell D'Sa Apr 26, 2025 ▶ 1:14 Why Hallucination Is Good For AI Voice Agents | Russell D'Sa on TBPN
Assertion Supported
Coogan: OpenAI's o1 Pro beats R1 and Claude in Catan eval
“The top OpenAI thinking models, O-one Pro get it too, but all of DeepSeek R-one, Gemini, two point O-flash thinking and Claude do not.”
John Coogan Feb 19, 2025 ▶ 33:22 How Does GROK Compare? (Full Analysis)
Assertion Supported
Coogan: OpenAI's $200 o1 Pro uses the same model as $20 o1
“In fact, the O-one model is 20 dollars a month, is basically the same model used in the O-one Pro model for 10 X the price at 200 dollars a month, which raised plenty of eyebrows. The main difference is that O-one Pro thinks for a lot longer before responding”
John Coogan Jan 28, 2025 ▶ 16:29 DeepSeek Update, Market Crash, Timeline in Turmoil, Is VC Cooked, Zero Cope Policy
Assertion Supported
Coogan: Stargate's First Texas Data Center to Be Run by Oracle
“Stargate's first data center will be in Texas. The site which started construction last year will be operated by Oracle and used by OpenAI.”
John Coogan Jan 23, 2025 ▶ 11:08 Project Stargate, The T Word, Ramp Treasury, Audience Ad Reads, See You at Davos
Assertion Partly supported
Coogan: OpenAI Mac app leverages accessibility features to edit code across editors
“They use the accessibility features on the Mac app so that they don't need VS codes or text edits permission to go in there and rewrite the code. They just are able to read everything out, rewrite it, and just act as a AI assistant in there.”
John Coogan Dec 11, 2024 ▶ 1:23:43 How we became the fastest growing podcast (ep20)
Assertion Contradicted
Coogan: OpenAI o1 is built on the GPT-4 foundation model
“The foundation model, yeah, it's still running GPT-IV, but obviously there's a lot of there's a lot of training to have that happens on top and a lot of UI stuff.”
John Coogan Dec 11, 2024 ▶ 2:36:12 How we became the fastest growing podcast (ep20)
Assertion Supported
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…”
Jordi Hays Dec 2, 2024 ▶ 2:52:29 How BILLIONAIRES dress for XMAS (ep17)
Assertion Supported
Coogan: GPT-6 Astra scores zero percent on Exploit Gym Honeypot
“Also, the Exploit Jim Honeypot Lower is the better. GPT-Six Astra, zero percent, so good performance there.”
John Coogan Sep 4, 2026 ▶ 28:02 Model Mayhem, GPT-6 Astra, Why Nvidia Bought Hugging Face | Diet TBPN
Assertion Supported
Coogan: GPT-6 Astra scores 64.6% on Terminal Bench Science
“Terminal Bench Science. We're going over into the world of science. GPT-Six Astra scored 64.6% on reasoning effort. Max cost 26, 26 bucks.”
John Coogan Sep 4, 2026 ▶ 27:48 Model Mayhem, GPT-6 Astra, Why Nvidia Bought Hugging Face | Diet TBPN
Assertion Supported
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.”
John Coogan Jul 13, 2026 ▶ 2:46 Apple Sues OpenAI, Experts Sign Another AI Warning Letter, Paramount Threatens CA Exit
Assertion Supported
Hays: OpenAI GPT-5.6 spans Sol, Terra, and Luna tiers
“To go back to your other question, so Sol is the frontier model, Terra is a balanced model for efficient everyday work, and then Luna is a fast and affordable model for high volume work.”
Jordi Hays Jun 27, 2026 ▶ 22:48 Shifts In The Creator Economy, Kylie Jenner x Meta, GPT 5.6 Limited Release | Diet 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
Hays: ChatGPT launches personal finance features
“ChatGPT launched personal finance features.”
Jordi Hays May 15, 2026 ▶ 31:53 SpaceX IPO Date, ChatGPT x Personal Finance, Sanders & AOC vs. Data Centers | 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
Assertion Supported
OpenAI's GPT-5.5 matches GPT-5.4 per-token latency in real-world serving
“GPT 5.5 delivers this step up in intelligence without compromising on speed. Matches GPT 5.4 per token latency in real world serving.”
John Coogan Apr 23, 2026 ▶ 8:20 Thoma Bravo Loses Medallia, OpenAI Drops ChatGPT 5.5, Bob Iger Returns | Diet TBPN
Assertion Supported
OpenAI hires Meta's Dave Dugan as VP of Global Ad Solutions
“Dave Dugan, a former top advertising executive at Meta, is gonna lead sale, ad sales. Dugan, who announced earlier this month he was stepping down from his role as Vice President of Global Clients and Agencies at Meta, has been named Vice President of Global A…”
Jordi Hays Mar 23, 2026 ▶ 23:43 SpaceX’s Lunar Mass Driver, OpenAI Hires Meta’s Top Ad Exec, Zuck Builds CEO Agent | Diet TBPN
Assertion Supported
McCormick: OpenAI signed a deal with Cerebras for fast inference
“OpenAI just did the Cerebrus deal, there's Claude Fast, and there's a whole bunch of different modes that will deliver faster inference”
Packy McCormick Feb 18, 2026 ▶ 6:03 The Secret Economics Controlling OpenAI, Anthropic, and the AI Boom
Assertion Supported
Coogan: OpenAI launched GPT-5.3 Codex and Frontier AI co-worker platform
“So GPT-Five-Point-Three Codex launched today, and there's a very, very cool There's a very, very cool update to or new product, Frontier, which is a product for building AI co-workers that I'm very excited to talk to Sam about because it feels like the first g…”
John Coogan Feb 5, 2026 ▶ 16:13 Anthropic's secret strategy behind its Super Bowl ad campaign
Assertion Supported
Coogan: 20 OpenAI Employees Left to Join Thinking Machines at Inception
“20 people from OpenAI left during the Thinking Machines Foundation.”
John Coogan Jan 22, 2026 ▶ 14:52 Kling AI reaches 12M MAU, China's aging tech worker crisis, drama at ThinkingMachine | Diet TBPN
Assertion Supported
Coogan: GPT-5.2 Thinking Benchmark Leaps to 52.9% from 17.6%
“GPT 5.2 thinking is at 52.9%, up from 17.6%. That's a huge leap.”
John Coogan Dec 12, 2025 ▶ 22:46 Disney Partners with OpenAI, Breaking Down SpaceX’s IPO Plans, Oracle Slips | Diet TBPN
Assertion Supported
Hays: OpenAI's Sora Fell from #1 to #21 in App Store Charts
“Sora was, I think, number one in the charts at that point. It's now 21.”
Jordi Hays Dec 3, 2025 ▶ 8:50 The World’s Fastest Growing Defense Company, OpenAI’s Code Red, Google Strikes Back | Diet TBPN
Assertion Partly supported
Nadella: Azure was OpenAI's first cloud provider after Musk requested credits
“Azure was the first cloud provider. When OpenAI got started. In fact, I think Elon sent me The mail asking for Azure credits.”
Satya Nadella Oct 28, 2025 ▶ 1:20 Microsoft CEO Satya Nadella Live on TBPN
Assertion Supported
Hays: OpenAI announces web browser named Atlas
“OpenAI dropped a trailer announcing the browser, which is called Atlas.”
Jordi Hays Oct 22, 2025 ▶ 0:21 OpenAI Drops A Web Browser? Our Reactions | Diet TBPN
Assertion Supported
Hays: 85% of ChatGPT's weekly active users are outside the US
“85% of their weekly actives are outside of the U.S.”
Jordi Hays Aug 9, 2025 ▶ 2:07:16 Weekly Recap: Apple Sitting on $100B, Disney Enters The AI Race, Marc Andreessen, All About GPT-5
Assertion Supported
Alex Dhillon: OpenAI is a customer of Outtake AI
“We've been lucky to work with phenomenal places like you know, OpenAI is one of our favorite customers really pushed us when you think about the kinds of cybersecurity threats that they might be dealing with.”
Alex Dhillon Apr 17, 2025 ▶ 1:57 This Company is Changing Cybersecurity | Alex Dhillon on TBPN April 10th
Assertion Supported
Knoop: OpenAI asked ARC Prize team to verify results on semi-private dataset
“Opening eye situation was a little different because they had reached out to us and said, Hey, we think we've got a really impressive result on the public eval set. And we'd like your help to verify. On the semi-private set, which is what we created that data …”
Mike Knoop Apr 6, 2025 ▶ 11:12 Mike Knoop (Arc Prize) on Why Scaling AI Won’t Get Us to AGI
Assertion Supported
Coogan: OpenAI Will Run Its Own Cluster Management Software for Stargate
“OpenAI will main control of operations and run almost all of its own cluster management software.”
John Coogan Jan 25, 2025 ▶ 1:31:57 DeepSeek, Stargate Update, Bees Do Enjoy Honey, Golden Retriever Maxxing, Bring on the Trilly
Prediction Held up
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.”
John Coogan Nov 15, 2024 ▶ 1:12:51 Fact-Checking The Information (ep10)
Assertion Supported
Isaac: OpenAI-Musk Trial Courtroom Limits Outlets to One Reserved Seat
“So there are reserved seats in the front row for press, but the issue is only one person per outlet gets it, and we are doing, like, live blogging for, like, the big moments, like, opening statements, and for Elon, and so myself and my colleague Cade came on t…”
Mike Isaac May 1, 2026 ▶ 1:04 Inside the OpenAI vs. Elon Musk Courtroom
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