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 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

Prediction Not checkable as stated
O'Driscoll: Meta won't build a major business selling LLaMA APIs
“It's not that they want to open source Lama and make money off it. They won't. It's not that they want to even have an API offering of Lama, something like, you know, a, an anthropic offering that just won't be big.”
Rory O'Driscoll Jun 26, 2025 ▶ 2:49 Navan Files to Go Public and Canva Pulls the Brakes: Why and What Happens? · 20VC with Harry Stebbings
What-if
Douwe Kiela: The open-source AI ecosystem exists solely due to Meta's LLaMA
“This whole flourishing that you see right now of open source models that basically comes from Meta's generosity in giving Lama away for free. And if they hadn't done that, then you wouldn't see that.”
Douwe Kiela Jun 30, 2023 ▶ 32:10 Douwe Kiela: Why Data Size Matters More Than Model Size; Why Open Source Isn't Going to Win | E1032 · 20VC with Harry Stebbings
Opinion
Stebbings: Meta's productization of Llama AI models has been very poor
“I would say that Facebook is the same like Lama and the productization around Lama has been bluntly very, very poor at the moment.”
Harry Stebbings Mar 14, 2025 ▶ 30:33 20Product: How to Design and Build Products in a World of Agents | Why AI Will Kill Many SaaS Products | What Products Will Thrive and Die in a World of 100M Developers with Matt Biilmann, Co-Founder and CEO @ Netlify
Opinion
Stebbings: Meta open-sources Llama because its true value is proprietary data
“Why does Facebook open source Lama? Because the values in the data that they have. A hundred percent.”
Harry Stebbings Oct 28, 2024 ▶ 4:25 Daniel Khachab: "We Are in the Middle of a Cold War for AI Talent" | E1220 · 20VC with Harry Stebbings
Assertion Supported
Douwe Kiela: Meta's Original LLaMA Was Trained Entirely on Open Data
“So the LAMA model was not trained on any proprietary data. It was just trained on open data on the web.”
Douwe Kiela Sep 15, 2023 ▶ 18:27 20VC: The Biggest AI Leaders on What Matters More; Model Size or Data Size & Where Does The Value in AI Accrue; to Startups or to Incumbents
Assertion Supported
Douwe Kiela: Meta's LLaMA model used zero proprietary training data
“So the Lama model was not trained on any proprietary data. It was just trained on open data on the web”
Douwe Kiela Jun 30, 2023 ▶ 18:38 Douwe Kiela: Why Data Size Matters More Than Model Size; Why Open Source Isn't Going to Win | E1032 · 20VC with Harry Stebbings
Assertion Partly supported
Delangue: 10 of 13 Meta LLaMA Authors Are Based in Paris
“I don't have the exact number, but I think 10 out of the 13 authors of Lama are actually based in, in Paris, right? In, in the Meta AI, lab that, that they have there that is huge.”
Clément Delangue May 12, 2023 ▶ 10:32 Clem Delangue: The Ultimate Guide to Investing in AI; Elon's Threat to Sue OpenAI | E1013 · 20VC with Harry Stebbings
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