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 1,419 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
Coogan: Anthropic Clashed over Surveillance and Lethal Weapons Clauses Permitted to OpenAI
“So there were two main sticking points that they went back and forth on. No mass domestic surveillance, and no fully autonomous lethal weapons, and there's been a question as to why OpenAI was allowed to Include that language in their contract and say, like, h…”
Coogan: Supply chain risk labels have only targeted foreign companies
“It's only been used for foreign countries. Kaspersky Labs was a Russian cybersecurity company that was deemed to be a supply chain threat. Huawei is a supply chain risk because of the five G towers that could potentially have back doors.”
Block's 40 percent staff reduction is the largest in S&P 500 history
“It is the largest layoff as a percentage of the overall workforce in S&P 500 history.”
Hays: Anthropic Abandons AI Safety Pauses if Rivals Release Comparable Models
“Anthropic previously paused development work on its model. If it could be Classified as dangerous, but it said it would end that practice if a comparable or superior model was released by a competitor, given that they are at the frontier, that kind of opens th…”
Hays: Hackers Used Claude to Breach 195M Mexican Government Records
“Hackers use Claude to steal a 150 gigabytes of Mexican government data. They told Claude they're doing a bug bounty. Claude initially refused. A hacker just kept asking and manages to successfully steal some documents. Apparently, it's four state governments, …”
Shah: Consumers will use AI agents for autonomous purchases within six months
“You just, and no one's really doing this yet, but it's going to happen, I think, you know, in the next six months. Is just tell your agent, you know, tell Gemini, tell ChatGPT, go buy these things, it has your credit card, and now that world that they were des…”
Shah: Anthropic will likely IPO in the next 3 to 6 months
“I have a strong suspicion that Anthropic is going to go, you know, in the next three to six months. They just have so much momentum and there's a lot of value being first.”
Karp's $17.2M jet spending dwarfs Meta and Palo Alto Networks CEOs
“Notably, this 17.2 figures more than double carp's executive aircraft expense in 2024 and appears elevated relative to peers with Meta CEO spending 1.8 million and Palo Alto Network CEO spending 2.4 million.”
Meta patents AI system to simulate deceased users on video calls
“Meta has obtained a patent for an AI system that could simulate deceased users by analyzing their historical data, allowing the account to keep posting, messaging, and even making video calls in their behavioral style.”
Hays: Over half of businesses using freelancers in 2022 stopped entirely
“More than half of the businesses using freelancers in twenty-twenty-two have stopped entirely.”
Hays: Top freelance-hiring companies shifted to AI and saw 97% savings
“The companies that used to spend the most on freelancers shifted to AI the fastest, 97% savings for the businesses that spent the most on freelance.”
Anthropic restricts Claude OAuth tokens exclusively to its first-party apps
“In the Cloud Code docs, OAuth, and OAuth authentication, which is used with the Free, Pro, and Max plans, is intended exclusively for Cloud Code and Cloud.ai. Using OAuth tokens obtained through Cloud Free, Pro, or Max accounts in any other product, tool, or s…”
Hays: Reports indicate Claude was used in Maduro raid planning
“There was reporting last week that Claude was leveraged in some way during the Maduro planning, the planning of the Maduro raid.”
Huberman: Predisposed Young Males Risk Irreversible Cannabis-Induced Psychosis
“There is a population of people, especially young males who have a predisposition to schizophrenia or bipolar, meaning they have a first relative with those conditions. That are very high risk for cannabis-induced psychosis, some of which doesn't reverse, whic…”
Thornton: U.S. runs out of ammunition in days during war games
“In war games, we run out of ammo and literally a couple of days.”
Hays: OpenAI officially rolled out ads in ChatGPT today
“Apparently OpenAI actually rolled out ads in ChatGPT today.”
Bishop: Trump will delay $20 billion Taiwan arms sale until Xi meeting
“Over the weekend, you know, we saw, I think on Friday, the Financial Times reported, yes, there's a twenty billion dollar package in the works and it's something the Chinese don't want to have happen, and they have threatened to postpone or cancel Trump's visi…”
Bishop: China's AI strategy prioritizes economic diffusion over frontier models
“They have like this AI plus plan they rolled out a couple months ago, where it's really to embed AI throughout the economy and throughout society. And so they're not really focused on As much as sort of getting to AGI and these massive models, they're really m…”
Bishop: State Department blocks Commerce-approved NVIDIA H200 sales to China
“What's interesting, right, I think it was the Financial Times reported last week that even though, ah, like, the Department of Commerce has signed off on the licenses to sell to China the H 200, that the Department of State, or the State Department, which has …”
O'Laughlin: Nvidia H100 and B200 GPU pricing has firmed up massively
“Like at this point H 100 pricing has massively firmed up. B 200 pricing definitely has super firmed up. And like, hey, there's clearly demand.”
Patel: Power is less than 10% of total AI cluster cost
“Power is less than 10% of the cost of the cluster. Right? So, so like, it's that 90% you're not saving anything on.”
Huang: Nvidia never promised $100B in one OpenAI round
“No, we never said we were going to invest a hundred billion dollars in one round. That never was said.”
Coogan: SpaceX is planning an IPO raising up to $50B at $1.5T valuation
“SpaceX is planning an IPO that could raise as much as fifty billion and value the company at 1.5 trillion.”
DOJ Opens Criminal Investigation into Deel Over Rippling Espionage Allegations
“The Justice Department opened a criminal investigation. Grand jury subpoenas were sent out in recent weeks.”
OpenAI Chair Bret Taylor admits AI is 'probably a bubble'
“Opening eye chair, Brad Taylor, says AI is quote, probably a bubble, expects a corruption in the coming years.”
Coogan: Blue Owl private credit fund received redemption requests for 15% of shares
“One managed by Blue Owl got redemptions for about 15% of its shares.”
Coogan: SpaceX is hiring BofA, Goldman, JPMorgan, and Morgan Stanley for IPO
“SpaceX is set to hire Bank of America, Goldman Sachs, JP Morgan, Morgan Stanley to lead its IPO.”
Kuaishou claims its Kling AI video platform is gross margin positive
“Interestingly, Kwai Show claims that Kling is gross margin positive.”
Musk Legal Team Seeks $134B in Damages from OpenAI
“It's gonna be a hundred and thirty four billion dollars in damages is what Elon is seeking. Musk's legal team argues that his early funding and involvement materially contributed to OpenAI's rise, which is now valued at five hundred billion, and he wants a sli…”
Hayes: Jensen Huang stated he does not care about California billionaire tax
“Jensen came out yesterday and said he doesn't care about California's proposed billionaire tax. Jensen Huang said he wasn't worried about a potential tax on billionaires in California breaking from a cadre of ultra wealthy residents who have spoken out against…”
Hays: OpenAI urges White House to invest in Stargate supercomputing initiative
“In a letter to the White House sent this AM, this was yesterday, OpenAI encourages the federal government, government to invest in or contract with initiatives like OpenAI's Stargate to secure compute for public research.”
Coogan: Court ruled Apple fees must match actual link-facilitation costs
“Anyway, the court ruled that Apple can't do that anymore. They can only collect fees that are in line with actual costs of facilitating links.”
Coogan: Disney is investing $1 billion in OpenAI and licensing IP to Sora
“Disney, which is investing one billion dollars in OpenAI and is going to license their characters for use in Sora.”
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.”
Coogan: Nvidia Can Export H200 Chips to China with 25% US Tax
“Now Nvidia can sell to China, but they got to pay 25% to Uncle Sam.”
Trump will allow Nvidia H200 sales to China for 25% cut
“Trump says that the United States will allow Nvidia H 200 chip sales to China and get a 25% cut.”
Coogan: Rheinmetall factory outproduces entire US industry in essential artillery shells
“Earlier this year, Armin Papberger opened a new factory that will allow his company to produce more of an essential caliber of artillery shell than the entire US defense industry combined.”
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.”
Jeffery: LED light causes retinal mitochondria to deteriorate in real time
“The light found in LEDs, when we use them, certainly we'll be using them on the retiny looking at mice, we can watch the mitochondria gently go downhill.
They're far less responsive.
They, their membrane potentials are coming down.
The mitochondria are not bre…”
Tyler Hogge predicts the US government will provide AI loan backstops
“But a backstop of loans, I would expect that to happen.”
Houston: Dash avoids the six-month, $50K setup of competitors like Glean
“Well, and then I think that the big thing our customers really want or where Dash fits in there versus Glean or some other companies is like, you don't have to spend six months and 50 grand to get started.”
Dixon: Active on-chain app users range between 40M and 70M
“That we put between 40 and seventy million. There's a bar there because it's, we have to get rid of bots and other things, but It's definitely been growing. And that's like monthly active users of apps.”
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.”
Wang: Scale AI's research team of 100 scientists is one-tenth competitors' size
“Our team is smaller and more talent dense than any of the other labs. The other labs are like 10 times bigger, and our team is about a hundred people of cracked AI scientists”
U.S. government agreed to convert $8.9B in grants into 10% Intel stake
“Intel and the U.S. Soon agreed that the government would use 8.9 billion in grants that have been committed, but not paid to take a nearly 10% stake at a slight discount.”
Trump taxes Nvidia and AMD China chip sales at 15 percent
“Trump struck a deal with Nvidia and AMD for the federal government to take 15% of their chip sales in China in return for allowing the exports.”
Whaley: MSCHF Replaced a Met Museum Sink Bolt-by-Bolt Over Months
“We found the sink, we did recon, we not me, I'm not, I, it wasn't me personally, it was somebody here. Names. But we found, you know, we tracked down the serial numbers, the parts ordered exact, like, replica, we ordered the exact same parts, built it here, ti…”