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 3,166 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 130 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
Gerstner: OpenAI and Anthropic compute capacity will scale from 3GW to 20GW
“OpenAI and Anthropic combined to start the year had three gigawatts of compute. Three combined. They're gonna end the year closer to 10, and end next year closer to 20.”
Hays: Ferrari Will Never Be Competitive in EVs
“It's basically proving that Ferrari, I don't think can ever, I don't think they'll ever be competitive in EVs.”
AI will undoubtedly lead to fewer software engineering jobs, says Lynch
“So what does that mean if you're a software engineer? It means there's gonna be fewer jobs, aren't you? Without a doubt. Fewer jobs. For now.”
Cohen: eBay's $5.5B opex and 11,500 headcount make no sense
“They're spending five and a half billion dollars on operating expenses on eleven billion dollar business that Has no inventory in its asset lights. So, it just, there's 11 and a half thousand employees, and it doesn't make sense.”
Ryan Cohen: GameStop Has $20B Bank Letter and $9B Cash for Bid
“We have the cash accounted for today in terms of, ah, a highly confident letter from our bank for the twenty billion, plus we've got nine billion of cash, so.”
China blocks Meta's $2 billion acquisition of AI platform Manus
“China has blocked Meta's two billion dollar acquisition of artificial intelligence platform Manus after regulators reviewed whether the deal violated Beijing's investment rules.”
Gurman: All Succession Indicators Point to John Ternus as Apple CEO
“So anyways, it'll be Ternus or Sabi or someone completely out of left field. I don't think this is imminent. So we'll see what ultimately happens, but all signs are turning towards Ternus.”
Coogan: MedV runs 800 fake doctor Facebook accounts to sell GLP-1s
“They are apparently running 800 fake doctor accounts on Facebook to sell compounded GLP ones. Shiel Monat verified that the accounts are not actually doctors.”
OpenAI acquires tech talk show TBPN
“OpenAI acquires TBPN, accelerating the global conversation about AI.”
Shkreli: No clinical trial of BPC-157 will ever work
“I would bet anything. I would bet anything. No trial of BPC would work.”
Coogan: OpenAI offers PE firms a 17.5% minimum return
“OpenAI is offering private equity firms a guaranteed minimum return of 17.5%, as well as early access to models not yet in public release.”
Cuban: Humanoid Robot Startups Will Fail Miserably Within Ten Years
“I think everybody's making this push for humanoid robots. I think they might have a five-year lifespan and then they'll fail miserably, maybe 10.”
Cuban: Requiring Foreign Amazon Seller Bonds Would Skyrocket US Manufacturing
“And yeah, and legislatively you could fix it in a heartbeat. You got to post a bond. 25,000 dollar bond, depending on the size of the market, maybe more, and then give everybody 90 days to check it, and all of a sudden the whole industry changes, and American …”
Alex Karp says AI job loss sparks 'hang the rich' backlash
“I think the American version, if we're not careful, is not going to be the German version. I think it's going to be hang the rich. I, It's like, I think it's gonna be, not protect everybody else. It's gonna be like, look, this is too dangerous, and we're gonna…”
Hays: Anthropic Officially Designated as a Federal Supply Chain Risk
“This also coincided with Anthropic, I guess, officially being designated as a supply chain risk”
Block reduces its workforce by 40 percent, cutting 4,000 employees
“Square is cutting from 10,000 to 6000 employees, a 40% reduction.”
CEOs will slash headcount regardless of actual AI efficiency gains
“So again, it doesn't really matter whether or not a company is actually getting tremendous efficiency from AI. Every CEO is going to do this.”
Trump Requires Tech Giants to Build Power Plants for AI Data Centers
“Tonight I'm pleased to announce that I have negotiated the new rate payer protection pledge.
You know what that is?
We're telling the major tech companies that they have the obligation to provide for their own power needs.
They can build their own power plants…”
Hays: Anthropic Battles Pentagon Over Surveillance and Lethal AI Uses
“It's also locked in a battle with the Defense Department over how its clawed suite are used after it told the Pentagon it couldn't be used for domestic surveillance or autonomous lethal activities.”
Trump: Tech Companies Must Build Own Power Plants Under New Pledge
“We're telling the major tech companies that they have the obligation to provide for their own power needs. They can build their own power plants as part of their. Factory so that no one's prices will go up and in many cases prices of electricity will go down f…”
Hays: Terraform Administrator Accuses Jane Street of Insider Trading
“The court-appointed administrator of Do Kwan's Terraform Labs alleged that Jane Street used non-public information about Terraform insiders to trade the play-by-play.”
An Oculus executive secretly intercepted Luckey's invitation to ring the NYSE bell
“Back in the Oculus days, when we sold the company to Meta, one of the first things that happened was New York Stock Exchange emailed our contact info, email, and they asked if I would come and ring the bell of the New York Stock Exchange.
Sounds pretty cool, r…”
Bryan Johnson says organic products typically test worse than non-organic foods
“When we test organic, It typically performs worse than non-organic on many, many variables.”
Bryan Johnson predicts 'Don't Die' will become the world's dominant ideology
“Our primary hypothesis is as this evolves, the major shift is humans are going to want life. Like, you know, if AI takes our jobs and they take what we do and we want to find new identity, there's going to be a major shift towards don't die. And it's going to …”
Bryan Johnson predicts Blueprint's platform will exceed the FDA in value
“I think that we will exceed them in value in many core areas. Because they, you, they can take, you know, well-structured, well-funded clinical trials. But then other things like peptides that are very promising. They're not going to have the clinical work.”
Coogan: Reasoning and deep research models have basically solved LLM hallucinations
“Or they talk about hallucinated facts and LLM responses. Something that's basically been solved by deep Deep research and reasoning models”
Marszalek claims he received a $500M offer after acquiring AI.com
“And by the way right after we closed the deal, I got the approach for the, from the other side offering five, five hundred million plus, not for five hundred million for the domain.”
Thornton: Future combat assets will be too small for hypersonic missiles
“My personal belief, and this is, again, sort of a contrarian take, I think future warfighting has to be so decentralized that most of the assets used to fight wars are actually not large enough to consider taking out with a hypersonic missile.”
Bishop: Corrupt PLA officer promotions functioned like angel investments for future revenue
“It's kind of like an angel investment, at least in some cases where actually people would collectively buy a stake in a rising officer because I'm not joking. Right. Literally.”
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.”
Hays: Claude has lost the race to reach billions of users
“Anthropic has already lost the race to serve billions of people, right? I don't think that they're, when you look at Gemini's sort of traction, OpenAI's, ChatGPT traction, like it seems like the race to get to Three billion monthly actives is kind of over. I d…”
Patel: Anthropic's $300B revenue target for 2030 is too low
“And when Anthropic says in their funding, like, hey, we're gonna have three hundred billion dollars of revenue by the end of the decade, and it's like, actually I think that number's too low. Because the economic value of what they're gonna create is gonna be …”
Coogan: 17% of Tracked Tech Figures Appeared in Epstein Emails
“Big tech alerts that around 17% of the people that we track with this account are on the Epstein emails.”
Hays: Jeffrey Epstein Invested in Coinbase at a $400M Valuation
“Looking back and seeing, seeing even, even after the original conviction, how many companies he was able to get in, he got into Coinbase at 400.”
Coogan: SpaceX confirms plans to merge with xAI before IPO
“SpaceX confirms plans to merge with XAI before the IPO. Elon Musk plans to merge SpaceX with XAI.”
Hays: SpaceX and xAI in merger talks ahead of planned IPO
“So, they're in discussions ahead of a blockbuster IPO planned for later this year. The combination would bring Musk's rockets, Starlink satellites, and X social media platform, and the Grok AI chatbot under one roof.”
Steinberger: Users will stop subscribing to SaaS startups in favor of bespoke agent software
“You don't subscribe to random startups anymore that, that build like this common subset of what you need. You just have your own hyper-personalized software that solves exactly your problem. And it's also free.”
Ben Affleck doubts AI will ever generate whole movies or meaningful writing
“I actually don't think it's very likely that it can, it's going to be able to write anything meaningful, or, and in particular, That it's going to be making movies like from whole cloth, like Tilly Norwood, like that's bullshit. I don't think that's going to h…”
Thinking Machines terminates CTO Barrett Zoff due to alleged unethical conduct
“Breaking Thinking Machines has terminated its CTO, Barrett Zoff, due to unethical conduct.”
Hayes: David Solomon Was Told to Shut Down Marcus or Resign
“DJ D Sol was told to shut down Marcus and Consumer, or get out of the job. So he cut all of Marcus except for savings.”
Musk says xAI will exceed all combined AI compute in five years
“Elon Musk says that XAI will have more AI compute than everyone else combined in less than five years.”
Baker: Space data centers will be the world's most important development
“I think the most important thing that's going to happen in the world in the next Three to four years is data centers in space.”
Baker: Cooling space data centers is virtually free via dark-side radiators
“In space, cooling is free. You just put a radiator on the dark side of the satellite, and it's as close to absolute zero as you can get. So all that goes away, and that is a vast amount of cost.”
Sam Altman predicts US government becomes insurer of last resort for AI
“At some level, when something gets sufficiently huge, whether or not they are on paper, the federal government is kind of the insurer of last resort. As we've seen in various financial crises and insurance companies screwing things up. So, I guess, given the m…”
Gurman: Apple to release Gemini-powered Siri revamp in spring 2026
“The big AI thing for Apple is the revamped Siri coming out in the spring. They're using a Google Gemini model to power it, which I think is going to make it pretty top tier.”
Gurman: Anthropic demanded $1B+ in year one to power Siri
“Anthropic wanted multiples of billions. I believe starting in a billion in year one and doubling every year thereafter, at least for the next three years.”
Microsoft's $22B Army augmented reality contract vehicle has moved to Anduril
“Who would have bet that eight years later, that Microsoft contract, that twenty-two billion dollar contract vehicle for the architecture of the Army's AR future would move over to Anduril, that we would be launching something like Eagle Eye”