Claims & Receipts
The week's most-traveled named claim, checked against the receipts cell by cell — supported, contested, or refuted. For anyone who wants to know if it stands.
8 pieces
Every week one AI claim runs through the group chats — attributed, loud, and never asked for its receipts. Monday's column audits exactly one: the named claim that traveled furthest that week, checked against the receipts cell by cell, and ruled supported, contested, or refuted. What can't be ruled yet gets a due date and a public settlement. If two independent receipts can't be found, we'd rather leave the page blank than pad it. Next time that line lands in a feed, a link is answer enough. For anyone who has seen a claim and wants to know if it stands. How we verify it — the methodology
Checking the receipts: did Kimi K3's effective price fall to DeepSeek's level before October 15?
No new claim enters the ledger this week. This edition only goes back to one earlier call …
Does directors' liability make the White House AI accord binding? Gavin Baker's claim, checked against the accord's full text, Delaware case law and liability-insurance terms
The short version: Gavin Baker says directors' liability gives the accord binding force. O…
Checking the answers: did Anthropic's Sonnet 5 go back to its original price on September 1?
None of the claims considered for this week's column cleared the bar for opening a tracked…
Is Anthropic's line 'We largely understand the risks today's models present' true? Miles Brundage's 'obviously false', checked against the same week's incident records
The short version: the receipts say unresolved. Read the line as a statement about the who…
Does Google's TPU beat Nvidia by up to 50% on performance per dollar? The claim, held up against the SemiAnalysis newsletter it came from
The short version: the receipts say unresolved. The 50% is not miscalculated. It holds at …
“No need to wait for legislation: someone independent can be shown the architecture now”: does Geoffrey Irving's claim hold? Checking the receipts
The short version: the receipts say unresolved. The channel Geoffrey Irving points to does…
“Model companies are all buying share at a loss, and nobody dares raise prices”: does Bill Gurley's claim hold? Checking the receipts
Re-ruling, October 3, 2026: this column's call changes from "doesn't hold" to "unresolved.…
“Circular financing will hide an AI slowdown until the last minute”: does Bill Gurley's claim hold? Checking the receipts
The short version: the receipts say unresolved. The mechanism half of the claim holds, and…
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