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

Assertion Supported
Luan: Base AI model performance requires doubling compute for consistent gains
“So put another way for just scaling up a base language model you need to double the amount of compute for that language model for it to be predictably consistently smarter.”
David Luan Jun 24, 2024 ▶ 9:47 David Luan: Why Nvidia Will Enter the Model Space & Models Will Enter the Chip Space | E1169 · 20VC with Harry Stebbings
Assertion Supported
Luan: ChatGPT was just GPT-3 with instruction tuning released a year later
“ChatGPT was really just GPT-III with instruction. It was basically like more chat tuning, but GPT-III API came out, I think, over a year before ChatGPT did, but only developers could play with it.”
David Luan Jun 24, 2024 ▶ 6:28 David Luan: Why Nvidia Will Enter the Model Space & Models Will Enter the Chip Space | E1169 · 20VC with Harry Stebbings
Assertion Contradicted
Luan: Scaling GPT-2 without architectural changes unlocked three-digit arithmetic
“When we were training GPT-II, we trained GPT-II in various different sizes. And at the smallest size, the model was just, like, unable to do three-digit arithmetic. But as the models got bigger and bigger and bigger, we didn't change anything else. We just had…”
David Luan Jun 24, 2024 ▶ 17:20 David Luan: Why Nvidia Will Enter the Model Space & Models Will Enter the Chip Space | E1169 · 20VC with Harry Stebbings
Assertion Supported
Luan: Every major cloud and LLM provider is developing custom chips
“Every one of the major clouds is working on And every major LLM provider is working on a strategy to have their in-house chips because that way they have better margins.”
David Luan Jun 24, 2024 ▶ 24:37 David Luan: Why Nvidia Will Enter the Model Space & Models Will Enter the Chip Space | E1169 · 20VC with Harry Stebbings
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