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 4 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

Opinion
In AI Inference, Nobody Cares About Nvidia's CUDA or PyTorch
“In inference, the truth is, nobody cares about CUDA. Nobody even cares about PyTorch. All right. What they want is an API.”
Andrew Feldman Oct 6, 2025 ▶ 24:59 Cerebras CEO, Andrew Feldman on Why Raise $1BN and Delay the IPO & Why NVIDIA’s Worried About Growth · 20VC with Harry Stebbings
What-if
Douwe Kiela: Current AI breakthroughs would not happen without Meta's PyTorch
“So PyTorch really without PyTorch, none of this stuff would be happening right now. And so it's really like fundamental for all of the AI breakthroughs.”
Douwe Kiela Jun 30, 2023 ▶ 4:59 Douwe Kiela: Why Data Size Matters More Than Model Size; Why Open Source Isn't Going to Win | E1032 · 20VC with Harry Stebbings
Assertion Supported
LeCun: All of OpenAI and the AI world runs on PyTorch
“ChatGPT was developed on PyTorch. Okay. All OpenAI runs on PyTorch. The entire world, in fact, runs on PyTorch, except Google, because they have their own thing, right?”
Yann LeCun May 15, 2023 ▶ 25:39 Yann LeCun: Meta’s New AI Model LLaMA; Why Elon is Wrong about AI; Open-source AI Models | E1014 · 20VC with Harry Stebbings
Disclosure
Grimshaw: Benchmark invested in LangChain, Cerebras, and ex-PyTorch leads
“Obviously with investment in Langtrain and we have a few others at Benchmark Cerebrus, which is you know, an AI chip for training and inference. We backed a team that worked on and was the leads of PyTorch and has got a new company and some others.”
Miles Grimshaw Sep 18, 2023 ▶ 1:23:12 Miles Grimshaw: The 5 Pillars of Venture Capital & Why Co-Pilot is an Incumbent Strategy | E1061 · 20VC with Harry Stebbings
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