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 7 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
Amodei: AI models will surpass human cognitive capabilities within years
“My fundamental view is that AI has been on an exponential for the last 10 years and as part of a sort of Moore's law for intelligence, and that we are now well advanced on that curve, and there are only a small number of years for AI models surpassing the cogn…”
Amodei: Frontier AI oligopoly will not equilibrate to zero margins
“If there's like three firms, if there's three firms in the economy, all are kind of independently behaving, behaving rationally, it doesn't equilibrate to zero.”
Amodei: Frontier AI gross margins are currently very positive
“Yeah, so the, again, the gross margins right now are very positive.”
Amodei: Deployed AI models are profitable, but labs lose money scaling training
“Each model makes money, but the company loses money.”
Amodei: AI market with three rational firms will not collapse to zero margins
“The point is it doesn't equilibrate to perfect competition with zero margins. If there's like three firms, if there's three firms in the economy, All are kind of independently behaving, behaving rationally. It doesn't equilibrate to zero.”
Amodei: AI models make money individually while companies lose money scaling
“Each model makes money, but the company loses money.”
Amodei: Anthropic rarely faces Chinese AI models in enterprise contract bids
“When we go out, when we're you know, competing against other companies for enterprise contracts, We see, just honestly and candidly, we see Google, and we see OpenAI. Every once in a while, we see a couple other US players. I have almost never lost a deal, los…”