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 11 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
Kant: Poolside is generating intermediate developer reasoning data to unlock software AI
“The missing data set in the world to go from where models are today to being as capable as humans at building software is the data set that represents being given the task, all of your intermediate reasoning and thinking, the steps that you do, the code that y…”
Kant: Data is the real differentiator between competing AI models
“The real differentiation between two models is the data.”
Eiso Kant: Capital scales AI compute directly, but not talent or data
“What we are going to find is that for compute, dollars have a direct one-on-one effect. But when we look at data, when we look at proprietary applied research, and we look at talent, It is not as straightforward as dollars in magic, you know, success out on th…”
Kant: Unlike normal startups, building AGI is a direct competitive race
“Most startups are not racist. Most startups are against your, yourself. But AGI is a race, and so our view always has been, is that the team that we build is a team that is deeply passionate to be in that race”
Kant: AI value will accumulate across the stack, not just model layer
“Because I agree with you that the value is not going to only accumulate at the model layer. It's going to accumulate all the way to the end user.”
Kant: New Nvidia Blackwell GPUs do not force immediate training cluster upgrades
“The Blackwell generation for us from a training perspective doesn't unlock anything new. It just means that we have to, we can do more with a certain set of chips. My H 200 become less valuable in the world, but it does not necessarily mean I have to go upgrad…”
Eiso Kant: AI regulation disproportionately harms young startups over funded incumbents
“The reality of regulation in many cases is that it becomes an expensive bureaucratic overhead. And that harms the most young startups. It doesn't harm companies that have raised massive amounts of capital.”
Kant: Synthetic data only improves AI when evaluated by an objective oracle
“If you have something that can determine an oracle of truth that can help say, this is better and this is worse, or this is correct and this is wrong, that's when you can actually use synthetic data.”
Kant: Model training is CapEx, while inference is OpEx
“The creation of models is CapEx. The operating of them, the inference to running of them is OPEX. But the OPEX to run them requires extremely large scale physical footprint in the world.”