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 4 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 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
Hulme: Microsoft acquired Inflection primarily for its 12,000 H100 GPU cluster
“I do not believe that Microsoft were buying the Pi model. I think Microsoft are GPU constrained, and we're buying a cluster of 12,000 H-one hundreds.”
Motamedi: Foundation models with tightly coupled applications will generate strong venture returns
“On the other hand, we do think there are some applications where you need to own the model because the model needs to be tied to the application. Whether it's a personal agent, as an example, you referenced inflection. And for those, we actually do believe mon…”
Every Smartphone User Will Daily Consult Personal AI Agents
“Well, one of them is I think even shorter than that, Every single person who has a smartphone will have one or more personal agents, personal AI agents, that's why we, in inflection we call it Pi, that is their agent, but it is like there for them, and on a wh…”
Cahn: Tech Giants Will Avoid Full Acquisitions of Major AI Labs
“I think that will probably sustain because it's not really possible to acquire these businesses. Now you can acquire the smaller ones, and we've seen that with Inflection and Adept, you can acquire some of the teams, but it's going to be much more difficult to…”