The Ledger
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why aren't all 57 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 4 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
Morin: Cold emails offering discounted GPU compute began in late 2024
“I'm getting cold emails for, you know, discounts, you know, from services I never heard about. It's, and it, and I started getting these emails probably around October, November.”
Morin: Nvidia stock remains a better buy than AMD due to supply
“Probably I would go today, at least I would go with Nvidia still.”
Morin: xAI cluster is four 25k GPU networks, not 100k unified
“The XAI cluster. It's not a 100,000 GPUs. It is four times 25,000.”
Morin: Non-transformer models fundamentally alter LLM compute requirements
“In the case of LLMs, for instance, you have these, what's called non transformer models that changes fundamentally the compute requirements.”
Morin: RAG is a dirty workaround limited by context size
“It's a bit dirty because, of course, you know, you are limited by the amount of data you can input, right?”
Morin: AI developers will always choose smaller models if performance matches
“What really pushes model sizes are the efficiency rather than specializing. So meaning that if you can do the same performance with a smaller model that is fine tuned with rag or whatever, then you'll do it with a smaller because again, less is better.”
Morin: China's domestic AI chips currently match Nvidia's A100 capability
“They're a bit late in terms of, you know, ASIC. There are like A-one-hundred level”
Morin: Latency reasoning is 2025's fundamental AI infrastructure shift
“Latency reasoning. Definitely. This year. So, you know, as I was saying, like, the shift from throughput, so how speed my answers to how long it takes for my answer complete to appear. That is probably one of the fundamental, like this year, right?”