Outside review

Claims ledger check, second pass, per-claim results (2026-10-19)

A working document. It is one of the documents the site is built from, published as it is written for anyone checking the work, and it uses the project's own shorthand. The plain account of the same material is on the home page.

Claims ledger check, second pass, per-claim results (2026-10-19)

138 claim files from pull request 23 at commit cf8fec5, read at their sources by ten helpers of the checking session: the 33 first-pass failures (4 since taken out), every 'came true' (35), every forecast that something will not happen (20), all 33 of Kai-Fu Lee's files, and a fresh sample of 40 drawn with Python's random.seed(2026101902) from the 172 new files in none of those groups and not read in the first pass. Summary and verdict: claims-ledger-check-2026-10-19.md beside this file. One count differs from the helper's: Suleyman's 2025 self-improvement experiment is counted as a failure in the summary (item A2), though batch 9 below marks it a pass with a flag.

Batch 1

Second-pass check, batch b2-1 (14 files), 2026-10-19

Sources read this pass: YouTube captions through yt-dlp for five videos (Ezra Klein Gi_t3v53XRU, In Good Company xm6jNMSFT7g, WSJ Davos snkOMOjiVOk, Economist Davos uvMolVW_2v0, Hard Fork YhGUSIvsn_Y), with upload dates; anthropic.com pages (Paris statement, Claude 4, computer use, ASL-3 activation); the Senate testimony PDF (text read with PDFKit); moores.samaltman.com; the Lex Fridman transcript page; Internet Archive copies of OpenAI's GPT-4o and ChatGPT Health pages; the LMSYS post and Altman's post through api.fxtwitter.com; the LiveBench paper, arXiv 2406.19314 v1 (HTML).

The seven calls the builder made without a ruling from John (a to g) do not come up in any file in this batch.

2024-03-18-altman-amazing-new-model-this-year.toml (hits) — PASS

2025-10-29-altman-automated-research-intern-by-september-2026.toml (fails) — PASS

2023-07-25-amodei-senate-science-insights-two-to-three-years.toml (sample) — PASS

2024-04-12-amodei-agents-take-actions-3-to-18-months.toml (hits) — PASS

2024-04-12-amodei-asl3-this-year-or-next.toml (fails) — PASS

2024-amodei-new-model-most-intelligent-by-airing.toml (fails) — FAIL

2025-01-21-amodei-better-than-us-almost-everything-two-three-years.toml (sample) — PASS

2025-01-amodei-five-to-ten-percent-nothing-by-2100.toml (sample) — PASS

2025-01-amodei-virtual-collaborator-parts-in-2025.toml (hits) — PASS

2025-02-11-amodei-paris-country-of-geniuses-2026-or-2027.toml (sample) — PASS

2025-02-11-amodei-paris-country-of-geniuses-by-2030.toml (sample) — PASS

2025-02-28-amodei-70-80-percent-before-end-of-decade.toml (sample) — PASS

2025-02-28-amodei-coding-near-best-humans-end-2026.toml (sample) — PASS

Counts

PASS 13 / FAIL 1 / COULD NOT VERIFY 0

Batch 2

Second-pass results, batch b2-2 (Amodei 4, Hassabis 10)

Checked 2026-10-19. I read the captions with yt-dlp, each video into its own new folder dl2-b22-<video id>. I fetched the pages with curl into dl2-b22-pages. For the Kantrowitz video, the first two caption requests were refused (HTTP 429, too many requests). The third request, for the original-language track only, worked. Every search-log row that these files cite exists in data/search_log.csv.

2025-05-22-amodei-one-person-billion-dollar-company-2026 (fails) — PASS

2025-07-30-amodei-same-cost-much-more-capable-two-years (sample) — FAIL

2025-08-06-amodei-cheeky-pint-country-of-geniuses-one-to-three-years (sample) — PASS

2026-09-12-amodei-pace-swarm-could-take-over-internet-six-to-twelve-months (fails) — PASS

2011-01-hassabis-human-level-agi-twenty-plus-years (neg) — PASS

2011-01-hassabis-transfer-learning-concepts-five-years (sample) — FAIL

2023-12-06-hassabis-bard-advanced-early-next-year (hits) — PASS

2023-12-06-hassabis-gemini-ultra-developers-enterprise-early-next-year (fails) — PASS (judgement noted)

2024-05-14-hassabis-astra-capabilities-gemini-app-later-this-year (sample) — FAIL (judgement for John)

2024-12-11-hassabis-gemini-2-more-google-products-early-next-year (hits) — PASS

2025-04-20-hassabis-ai-poses-scientific-conjecture (sample) — PASS

2025-04-20-hassabis-robotics-breakthrough-couple-of-years (sample) — PASS

2025-05-20-hassabis-gemini-25-flash-generally-available-early-june (fails) — PASS

2026-01-20-hassabis-physical-intelligence-breakthrough-18-months-to-two-years (sample) — PASS

The builder's own calls, where these files touch them

Summary

PASS 11, FAIL 3, COULD NOT VERIFY 0.

Batch 3

Second-pass check, batch 2-3 (14 files), 2026-10-19

Sources fetched fresh into dl2-3-yt/ (captions via yt-dlp) and dl2-3-web/ (curl, r.jina.ai for cnbc.com and openai.com). Repository not touched.

2026-01-hassabis-agi-five-to-ten-years-defined (sample) — PASS

2026-04-07-hassabis-flourishing-could-happen-within-fifty-years (sample) — PASS

2016-09-28-huang-self-driving-cars-on-road-couple-of-years (hits) — PASS

2018-05-10-huang-self-driving-cars-2020-to-2021 (fails) — PASS

2021-04-12-huang-multi-trillion-parameter-models-2022 (hits) — PASS

2021-11-09-huang-most-new-evs-substantial-av-capability-2024 (sample) — PASS

2022-02-16-huang-all-new-jlr-vehicles-nvidia-drive-2025 (sample) — PASS

2024-03-01-huang-ai-does-well-on-every-human-test-five-years (sample) — PASS

2024-06-02-huang-mercedes-self-driving-production-2025 (fails,hits) — PASS

2025-03-18-huang-all-nvidia-software-engineers-ai-assisted-2025 (hits) — PASS

2026-01-05-huang-large-share-of-cars-autonomous-ten-years (sample) — PASS

2024-03-kaifulee-ai-capabilities-dwarf-humans-two-to-three-years (lee) — PASS

2024-03-kaifulee-hallucination-solved-in-eighteen-months (lee) — FAIL (the verdict text misstates its own source's figures)

2024-06-14-kaifulee-every-app-rewritten-with-ai-in-two-years (lee) — PASS

Builder's own calls (a to g) touched by this batch

Counts

PASS 13 / FAIL 1 / COULD NOT VERIFY 0.

Batch 4

Second-pass check, batch b2-4 (Kai-Fu Lee's claim files), 2026-10-19

Sources opened this pass: the Moonshots podcast captions (YouTube n1BVlDPercI, uploaded 2024-12-05) and the Astana Hub talk captions (YouTube nNtan_n1BD0, uploaded 2025-10-30), both read with yt-dlp; Recode China AI's translation (via r.jina.ai); the Chinese original text of the Qianwang interview on WeChat (mp.weixin.qq.com/s/o8ZGtKLs1CbFXtgbFQK56g, linked from the Recode page) and the podcast page on page.om.qq.com; WIRED's column; the People's Daily app interview; the Kazinform report; OpenAI's "Introducing GPT-5"; Physical Intelligence's π0.5 post (pi.website/blog/pi05).

Two findings run across several files:

None of my files was a fails file, so there is no "first-pass problem" line. Of the builder's seven unruled calls, only (g), admitting jobs forecasts, touches this batch (two files). I judge it reasonable; see those files.


2024-10-kaifulee-agi-better-at-almost-everything-five-to-ten-years.toml (lee) — FAIL

2024-10-kaifulee-ai-replaces-white-collar-work-in-five-years.toml (lee) — PASS

2024-10-kaifulee-five-percent-chance-ai-disaster-in-ten-years.toml (lee) — PASS

2024-10-kaifulee-robot-cannot-clean-a-room-within-three-years.toml (neg, lee) — FAIL

2024-11-10-kaifulee-consumer-ai-apps-explode-first-half-2025.toml (lee) — FAIL

2024-11-10-kaifulee-gpt5-not-within-six-months.toml (hits, neg, lee) — FAIL (date only; the hit stands)

2024-11-26-kaifulee-ai-apps-proliferate-within-two-years.toml (lee) — FAIL

2024-11-26-kaifulee-flood-of-ai-apps-in-2025.toml (lee) — FAIL

2025-01-16-kaifulee-agi-smarter-than-any-human-within-decade.toml (lee) — PASS

2025-01-16-kaifulee-ai-creates-tenfold-new-jobs-in-five-years.toml (lee) — PASS

2025-01-16-kaifulee-chinese-ai-apps-among-best-in-2025.toml (lee) — PASS

2025-10-02-kaifulee-ai-better-than-ninety-percent-in-five-years.toml (lee) — PASS

2025-10-30-kaifulee-company-run-by-ai-agents-five-to-ten-years.toml (neg, lee) — FAIL

2025-10-30-kaifulee-one-person-agent-unicorn-in-five-years.toml (lee) — PASS


Counts

PASS 7 · FAIL 7 · COULD NOT VERIFY 0

FAILs, one line each:

  1. Lee's October 2024 AGI forecast (five to ten years, almost everything done better): the test narrows "almost everything we do" to "thinking work". Restore his words.
  2. Lee's forecast that robots cannot clean a room within three years: the test widens "this robot" (home humanoids) to any household robot and raises "cannot even begin to" to full cleaning. Physical Intelligence's π0.5 of 2025-04-22 may already meet the bar as written.
  3. Lee's forecast that consumer AI apps explode in the first half of 2025: when should be 2024-11-05, the date Tencent Tech's WeChat printed the full text. checked_how is wrong to say there is no transcript.
  4. Lee's forecast that GPT-5 would not come within six months: the same date fix (2024-11-05) and transcript correction. The hit itself stands.
  5. Lee's WIRED forecast of a proliferation of AI apps within two years: occasion says he signed the column as 01.AI's chief executive, but WIRED signs him as CEO of Sinovation Ventures. The role still holds.
  6. Lee's WIRED forecast of a flood of AI apps in 2025: the same occasion error, and its notes carry the old 2024-11-10 date.
  7. Lee's forecast that a company run by AI agents will take five to ten years: "won't get there for another perhaps 5 or 10 years" is not scored under reading 2, though the GPT-5 file reads the same construction under it. Rescore it, or put it to John.

Batch 5

Second-pass check, batch b2-5 (Kai-Fu Lee's new claims, 14 files)

Checked 2026-10-19. Sources read:

Role, the same for every file: the notes say founder and chief executive of 01.AI. The Fudan text introduces him as 01.AI's chief executive (and chairman of Sinovation Ventures) on 2026-02-04. The two podcasts and the lecture introduce him the same way. Every file is dated after 2023-03-19. One point for John, not a fail: in the 2026-02-04 dialogue Lee says 01.AI is now "All In To B" (working only for businesses), and that only the big firms can carry the cost of training large base models. Since 2025, 01.AI does not appear to train frontier base models of its own. The ruling counts Lee "from 2023-03-19 as founder and head" with no end date, so his claims stay in. The notes' "to build large language models ... still leads it" may need a line saying so.


2025-kaifulee-agents-and-embodied-ai-within-five-years.toml (lee) — PASS

2025-kaifulee-ai-2041-forecasts-in-five-to-eight-years.toml (lee) — PASS

2025-kaifulee-ai-cures-for-incurable-diseases-five-to-ten-years.toml (lee) — PASS

2025-kaifulee-ai-wins-more-nobel-prizes-in-two-to-three-years.toml (lee) — PASS

2025-kaifulee-apps-rewritten-ai-first-within-two-years.toml (lee) — PASS

2026-02-04-kaifulee-agents-explode-in-2026.toml (lee) — PASS

2026-02-04-kaifulee-ai-entertainment-breakthrough-in-2026.toml (lee) — PASS

2026-02-04-kaifulee-ai-for-science-explosive-invention-in-2026.toml (lee) — PASS

2026-02-04-kaifulee-few-person-agent-unicorns-emerge-in-2026.toml (lee) — PASS

2026-09-04-kaifulee-ai-changes-jobs-in-five-years.toml (lee) — PASS

2026-09-23-kaifulee-agi-about-two-years.toml (lee) — PASS

2026-09-23-kaifulee-ai-fakes-sentience-in-five-years.toml (lee) — PASS

2026-09-23-kaifulee-blue-collar-displacement-five-to-ten-years.toml (lee) — PASS

2026-09-23-kaifulee-embodied-agi-five-to-ten-more-years.toml (lee) — COULD NOT VERIFY


Finding outside the batch: a dated claim in the 2026-02-04 source is neither entered nor logged

The Fudan text of the 2026-02-04 dialogue, section 04 ("AGI之争"), has Lee saying:

在未来两到三年内,将出现一个"令人惊艳的AI",它能够完成人类90%的任务,并且比90%的人类做得更好。我认为这一定会发生。

In English: within the next two to three years an "amazing AI" will appear that can do 90% of human tasks better than 90% of people, and he says this will certainly happen.

This is dated, about AI, not a hypothetical, and testable by his own stated comparison (reading 4). It is the middle link of his chain: about five years (2025-10-02), then two to three years (2026-02-04, due 2029), then maybe two years (2026-09-23).

The search-log row for the Fudan page (row kaifulee-claims-060) lists the four claims entered and three lines left out, but not this one. It must be entered, due 2029 with early end 2028, restates the 2025-10-02 claim, status not yet due. The 2026-09-23 two-year file's restates should then point to it.

The same section's "如果我们能基于AI,在5年内将人类能创造的价值放大100倍" (if, with AI, we can multiply the value humans create a hundredfold within five years) is conditional ("如果", if) and rightly not entered, but it is not logged either. The hardware line "未来数年必将迎来高潮" (AI hardware will peak in the coming several years) is undated. Neither is logged; adding both to row 060's "left out" list would complete the record.

Builder's own calls touched by this batch

Counts

PASS 13, FAIL 0, COULD NOT VERIFY 1.

Batch 6

Batch 2-6 results: second-pass check of claim files (2026-10-19)

Sources opened on 2026-10-19: YouTube automatic captions read with yt-dlp for seven videos (Endgame #279 with Kai-Fu Lee; Big Technology Podcast 2023-01-25 and 2025-03-19; the third-party upload of LeCun's Paris talk of February 2025; Sky News's VivaTech 2025 upload; Forbes's Davos upload; the World Economic Forum's Musk conversation of 2026-01-22), with upload dates from yt-dlp --print upload_date; the Lex Fridman transcript page, the Shaastra interview page, the AI Inside episode page, the Hugging Face LoRA blog and waxy.org with curl; The Next Web and MIT Technology Review through the r.jina.ai reader; LeCun's X post through the api.fxtwitter.com mirror. All quotes below were found at their stated places. The repository was not edited.

2026-09-23-kaifulee-kazakhstan-ai-teaching-pisa-in-a-year.toml (lee) — PASS

2026-09-23-kaifulee-no-ai-sentience-for-a-century.toml (neg, lee) — PASS

2023-01-25-lecun-teenagers-train-image-models-within-two-years.toml (fails, hits) — PASS

2024-03-07-lecun-human-level-at-least-a-decade.toml (neg) — PASS

2024-04-09-lecun-not-surpass-human-intelligence-next-year.toml (hits, neg) — PASS

2024-10-16-lecun-human-level-ai-not-in-next-year-or-two.toml (neg) — PASS

2024-10-lecun-human-level-within-the-decade-if-lucky.toml (sample) — PASS

2025-02-lecun-not-phd-level-intelligence-next-year.toml (neg) — PASS

2025-03-19-lecun-human-level-not-within-two-years.toml (neg) — PASS

2025-04-09-lecun-as-smart-as-humans-not-within-two-years.toml (neg) — PASS

2025-06-11-lecun-cat-level-prototypes-within-five-years.toml (sample) — PASS

2025-06-11-lecun-world-model-applications-within-five-years.toml (sample) — PASS

2026-01-22-lecun-human-level-not-next-year-or-two.toml (neg) — PASS

2026-01-lecun-smarter-than-humans-not-within-two-years.toml (neg) — FAIL

The agent's own unruled calls touching this batch

A pattern worth noting (no file fails on it)

For a forecast that something will not happen within a span ("not within two years" from 2025-04-09), the span rule judges the claim at the end of the year, 2027-12-31, while the stated date is 2027-04-09. For a positive claim that rounding is generous; for a "will not happen" claim it is the harsh direction, because a thing arriving between April and December would count against him. The files avoid this by putting the exact date in the test ("before 2027-04-09", "before 2034-03-07", "before the end of January 2028"), which is right under reading 2 ("scored at the stated date"). Setting due_date to the stated date on these files would make the page's "due" count match the test.

Counts

PASS 13, FAIL 1, COULD NOT VERIFY 0.

Batch 7

Second-pass check, batch 2-7 (14 claim files), 2026-10-19

Sources opened this pass: YouTube captions through yt-dlp (7 videos, in dl2-7-yt/ and dl2-7-yt2/), pages through curl (in dl2-7-web/), Microsoft transcript Word files through textutil, the two Build transcript PDFs through PDFKit. Nothing in the repository was edited. All search_ids in all 14 files exist in data/search_log.csv; the restates target of the LeCun file exists.

None of the builder's seven unruled calls (a to g) is used by any file in this batch, so I have no judgement to give on them from these files.

2026-04-01-lecun-not-human-level-within-five-years (neg) — PASS

2011-06-17-legg-ten-percent-by-2018 (sample) — PASS

2011-12-31-legg-proto-agi-within-eight-years (fails) — PASS

2023-10-17-legg-agi-not-next-year-or-year-after (fails, hits, neg) — PASS

2024-05-22-mensch-robots-human-speed-within-five-years (sample) — PASS

2021-08-19-musk-tesla-bot-prototype-next-year (fails, hits) — PASS

2024-07-01-musk-grok-2-in-august (fails, hits) — PASS

2023-07-25-nadella-security-copilot-early-access-this-fall (fails, hits) — PASS

2023-10-nadella-m365-copilot-generally-available-this-year (fails, hits) — PASS

2024-01-30-nadella-ai-first-class-part-of-every-pc (sample) — PASS

2024-05-21-nadella-team-copilot-preview-later-this-year (hits) — PASS

2025-05-19-nadella-sora-on-azure-next-week (hits) — PASS

2022-05-11-pichai-youtube-auto-chapters-80-million-goal (fails) — PASS

2023-05-10-pichai-magic-editor-later-this-year (hits) — PASS

Summary

PASS 14, FAIL 0, COULD NOT VERIFY 0.

Not FAILs, but worth the lead's attention:

Batch 8

Second-pass results, batch 2-8 (Sundar Pichai, 14 claim files), checked 2026-10-19

Sources opened on 2026-10-19, all saved under dl2-8-* in the scratchpad:

2023-10-24-pichai-gemini-models-throughout-2024.toml (fails, hits) — PASS

2024-05-14-pichai-ai-overviews-us-this-week.toml (hits) — PASS

2024-05-14-pichai-ask-photos-this-summer.toml (hits) — PASS

2024-12-04-pichai-progress-harder-in-2025.toml (sample) — PASS

2024-12-04-pichai-waymo-ten-us-cities-next-year.toml (sample) — PASS

2025-02-04-pichai-mariner-astra-features-gemini-app.toml (hits) — PASS

2025-02-04-pichai-waymo-austin-atlanta-2025.toml (hits) — PASS

2025-04-24-pichai-gemini-tablets-cars-headphones-watches.toml (sample) — PASS

2025-04-24-pichai-waymo-atlanta-later-this-summer.toml (hits) — FAIL

2025-05-20-pichai-gemini-25-to-search-this-week.toml (fails) — PASS

2025-06-05-pichai-agi-slightly-after-2030.toml (neg) — PASS

2025-10-29-pichai-gemini-3-later-this-year.toml (hits) — PASS

2026-05-19-pichai-ask-youtube-broadly-us-this-summer.toml (hits) — PASS

2026-05-19-pichai-docs-live-this-summer.toml (hits) — PASS

The builder's unruled calls that these files touch

Counts

PASS 13, FAIL 1, COULD NOT VERIFY 0.

Batch 9

Second-pass results, batch 2-9 (Mustafa Suleyman, 14 claim files), checked 2026-10-19

Sources opened for this pass. I re-downloaded the captions of all 11 YouTube uploads with yt-dlp into dl2-9-<id>/, read their upload dates with yt-dlp (all 11 match when or when_note), and read them as timestamped text in tools2-9/. I also fetched these with curl: Communications Today (datePublished 2024-02-21T01:55:17Z), the BBC media centre page (published 22 October 2025), the GPT-5 system card PDF (page 13, Figure 1), OpenAI's release notes (through the r.jina.ai reader copy; help.openai.com itself refuses scripted readers), and the Internet Archive copies of Microsoft's Copilot post of 2025-10-23 and the Windows Experience Blog post of 2025-10-16. Google's Gemini post of 2024-08-13 was read with WebFetch.

Role, for all 14: Suleyman was co-founder and chief executive of Inflection AI until 2024-03-19, and chief executive of Microsoft AI from that date. Every claim's date falls inside one of these roles, and each file's notes name the right one.


2023-06-29-suleyman-greatest-productivity-leap-10-to-20-years (sample) — PASS

2023-09-07-suleyman-human-level-action-tasks-five-years (sample) — PASS

2023-09-07-suleyman-personal-ai-practical-tasks-two-to-three-years (neg) — PASS

2024-02-20-suleyman-hallucinations-largely-eliminated-next-year (fails) — FAIL (the miss stands; one sentence of the reason misreports its source)

2024-04-suleyman-self-improving-ai-five-to-ten-years (fails, neg) — PASS

2024-06-25-suleyman-real-time-interruptible-voice-by-end-of-year (fails, hits) — PASS

2024-09-18-suleyman-ai-memory-workable-in-18-months (hits) — PASS

2024-09-18-suleyman-capable-ai-free-to-everybody-by-2030 (sample) — PASS

2024-10-suleyman-no-scaling-slowdown-two-to-three-years (neg) — PASS

2024-10-suleyman-permanent-ai-memory-done-in-2025 (fails, hits) — PASS

2024-12-05-suleyman-copilot-vision-all-apps-always-on-2025 (fails) — PASS

2025-09-18-suleyman-ai-long-horizon-actions-by-end-of-2026 (sample) — PASS

2025-10-20-suleyman-greatest-productivity-boost-next-couple-of-decades (sample) — PASS

2025-12-12-suleyman-goal-setting-self-improving-ai-emerges-5-to-10-years (neg) — PASS


The builder's own calls (a to g), where these files touch them

Summary

PASS 13, FAIL 1, COULD NOT VERIFY 0.

Cross-file points that change no count:

Batch 10

Second-pass check, batch 10 (Suleyman, Sutskever, Zuckerberg): results

Checked 2026-10-19. Sources were read fresh: YouTube captions through yt-dlp (into dl2-10-yt/), Meta's call transcripts as PDFs from its investor-relations file host, the Meta newsroom pages, Lex Fridman's transcript page, the Threads posts (read as a link-preview bot sees them, and dated from the post ids), Pew's chart and TechCrunch (into dl2-10-web/). Nothing in the repository was edited.

2025-12-12-suleyman-machines-better-than-humans-at-most-work-20-to-30-years (sample) — PASS

2025-12-16-suleyman-ai-diagnosis-free-to-everybody-by-2030-or-2035 (sample) — PASS

2026-02-12-suleyman-agents-write-own-code-one-or-two-years (sample) — PASS

2023-03-22-sutskever-reliability-progress-next-two-years (sample) — PASS

2023-02-01-zuckerberg-generative-ai-launches-this-year (hits) — PASS

2023-09-27-zuckerberg-glasses-multimodal-ai-early-next-year (fails) — PASS

2023-09-28-zuckerberg-creator-ais-next-year (hits) — PASS

2024-07-23-zuckerberg-meta-ai-most-used-by-end-of-year (fails) — PASS

2024-10-30-zuckerberg-smaller-llama-4-early-next-year (fails) — PASS

2025-01-24-zuckerberg-llama-4-leading-model-2025 (sample) — PASS

2025-01-24-zuckerberg-meta-ai-leading-assistant-billion-people (fails) — PASS

2025-04-30-zuckerberg-coding-agents-substantial-ai-research-2026 (sample) — PASS

The builder's own calls, where these files touch them

Summary

PASS 12, FAIL 0, COULD NOT VERIFY 0.

All four files that failed the first pass are fixed in line with John's rulings. The two "early next year" claims are now first-quarter misses (later), with only the date in the test changed. The two "most used" and "leading assistant" claims are now misses, because nothing outside Meta shows the lead.

Wording fixes that change no verdict:

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