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.

clear all ✕

why aren't all 3 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

Assertion Contradicted
Feldman: Cerebras deployed more exaflops than anyone except Nvidia and AMD
“We, we've deployed tens of exaflops of compute vastly more than anybody else that, that, that isn't AMD or NVIDIA, right?”
Andrew Feldman Mar 24, 2025 ▶ 49:55 Andrew Feldman, Cerebras Co-Founder and CEO: The AI Chip Wars & The Plan to Break Nvidia's Dominance · 20VC with Harry Stebbings
Assertion Contradicted
Morin: AMD GPUs achieve 4x inference throughput over Nvidia setups
“If you run on AMD, well, there's enough memory inside the GPU to run one model per card. So you get, you know, eight GPUs, eight times the throughput, while on the other hand, you get eight GPUs, two, you know, two, maybe two and a half times the throughput. S…”
Steeve Morin Feb 24, 2025 ▶ 46:00 Steeve Morin: Why Google Will Win the AI Arms Race & OpenAI Will Not | E1262 · 20VC with Harry Stebbings
Assertion Contradicted
Morin: Switching from Nvidia to AMD offers 4x spend efficiency
“A simple example is if you know, switch from Nvidia to AMD on a seven TB model, you can get four times better efficiency, right? In terms of spend.”
Steeve Morin Feb 24, 2025 ▶ 3:44 Steeve Morin: Why Google Will Win the AI Arms Race & OpenAI Will Not | E1262 · 20VC with Harry Stebbings
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