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.

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why aren't all 70 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 7 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 Open · timeframe Jun 2028
Mostak: Only 5 or 6 Foundation Model Companies Will Exist in 3-5 Years
“I think that there's only going to be five or six foundation model companies in the world in three years, five years.”
Emad Mostaque Jun 2, 2023 ▶ 3:56 20VC: Who Wins the AI Race; Startups or Incumbents & Does Having Proprietary Data Really Matter For Startups Today?
Prediction Open · timeframe May 2028
Mostaque: AI Will Eliminate All Outsourced Programming Jobs in India
“India, all of the outsourcing jobs in programming will go, because GPT-IV can go level three Google programmer exam and pass it.”
Emad Mostaque May 17, 2023 ▶ 23:45 Emad Mostaque: These 5 Companies Will Win the AI War; Why We Need National Data Sets | E1015 · 20VC with Harry Stebbings
Prediction Open · timeframe May 2028
Mostaque: AI Will Build Software Automatically, Eliminating Human Coders
“Why would you need a human for that if the AI gets better and better at coding? Just tell it what you want. I want to create an app for 20 minute VC that has these features. Of course it will go and build it automatically. Where is the human coder in that?”
Emad Mostaque May 17, 2023 ▶ 44:05 Emad Mostaque: These 5 Companies Will Win the AI War; Why We Need National Data Sets | E1015 · 20VC with Harry Stebbings
Prediction Open · timeframe May 2028
Mostaque: Only five or six foundation model companies will survive
“I think that there's only going to be five or six foundation model companies in the world in three years, five years. ... I think it's going to be us, NVIDIA Google, Microsoft OpenAI, and Meta and Apple probably are the ones that train these models.”
Emad Mostaque May 17, 2023 ▶ 45:46 Emad Mostaque: These 5 Companies Will Win the AI War; Why We Need National Data Sets | E1015 · 20VC with Harry Stebbings
Prediction Open · timeframe May 2029
Emad Mostaque: Only 5 or 6 foundation model companies will survive
“I think that there's only going to be five or six foundation model companies in the world in three years, five years. I think it's going to be us, Nvidia, Google, Microsoft, OpenAI, and Meta, and Apple probably are the ones that train these models.”
Emad Mostaque May 24, 2024 ▶ 10:19 Sam Altman, Arthur Mensch and more discuss:Which Startups Are Threatened vs Enabled by OpenAI?|E1156 · 20VC with Harry Stebbings
Prediction Didn’t hold up
Mostaque: Only 5 or 6 foundation model companies will exist in 3-5 years
“I think that there's only going to be five or six foundation model companies in the world in three years, five years. I think it's going to be us, Nvidia, Google, Microsoft OpenAI, and Meta and Apple probably are the ones that train these models.”
Emad Mostaque Nov 24, 2023 ▶ 0:55 The Ultimate AI Roundtable: What Happens Now in AI, Why Google are Vulnerable | E1085 · 20VC with Harry Stebbings
Prediction Didn’t hold up
Mostaque: No AI models available today will be used in a year
“The reality is no models that are out today will be used in a year.”
Emad Mostaque Nov 24, 2023 ▶ 2:56 The Ultimate AI Roundtable: What Happens Now in AI, Why Google are Vulnerable | E1085 · 20VC with Harry Stebbings
Disclosure
Emad Mostaque: Why I Signed the Open Letter for an AI Pause
“The reason I signed that letter, because I think there's a six month pause to get all of our shit together before things go completely insane, and next year this is everywhere, and everyone's investing in everything, and it's just absolute chaos.”
Emad Mostaque Sep 15, 2023 ▶ 15:08 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
Prediction Didn’t hold up
Emad Mostaque: No Current AI Models Will Be Used in a Year
“The reality is no models that are out today will be used in a year.”
Emad Mostaque Sep 15, 2023 ▶ 16:21 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
Opinion
Mostaque: AI developers must stop pre-training models on uncurated internet data
“We've got to stop pre-training big models on all the crazy crap of the internet. And like, we've got to do it fast because this is coming like a train.”
Emad Mostaque May 17, 2023 ▶ 1:03:13 Emad Mostaque: These 5 Companies Will Win the AI War; Why We Need National Data Sets | E1015 · 20VC with Harry Stebbings
Prediction Not checkable as stated
Mostaque: Google will be a primary winner in the AI race
“Google will be one of the main winners here. They have the LLMs, they have the hardware.”
Emad Mostaque May 17, 2023 ▶ 10:37 Emad Mostaque: These 5 Companies Will Win the AI War; Why We Need National Data Sets | E1015 · 20VC with Harry Stebbings
Insight
Mostaque: Value in AI is not in proprietary models or data
“The value is not in any proprietary models or data.”
Emad Mostaque May 17, 2023 ▶ 13:37 Emad Mostaque: These 5 Companies Will Win the AI War; Why We Need National Data Sets | E1015 · 20VC with Harry Stebbings
Prediction Not checkable as stated
Mostaque: Next year AI investment will be everywhere, causing chaos
“The reason I signed that letter, because I think there's a six month pause to get all of our shit together before things go completely insane, and next year this is everywhere, and everyone's investing in everything, and it's just absolute chaos.”
Emad Mostaque May 17, 2023 ▶ 16:59 Emad Mostaque: These 5 Companies Will Win the AI War; Why We Need National Data Sets | E1015 · 20VC with Harry Stebbings
Opinion
Mostaque: OpenAI prioritizes building utopian AGI over a commercial business
“No, they're building an AGI to turn the world into utopia. It's written in their path to AGI thing, that they think this can basically bring about utopia.”
Emad Mostaque May 17, 2023 ▶ 21:20 Emad Mostaque: These 5 Companies Will Win the AI War; Why We Need National Data Sets | E1015 · 20VC with Harry Stebbings
Prediction Not checkable as stated
Mostaque: AI will have a larger economic impact than COVID-19
“And so, like, I think this will be a bigger economic impact than COVID.”
Emad Mostaque May 17, 2023 ▶ 40:05 Emad Mostaque: These 5 Companies Will Win the AI War; Why We Need National Data Sets | E1015 · 20VC with Harry Stebbings
Assertion Contradicted
Mostaque: 50% of All Code on GitHub Is AI-Generated
“50% of all code on GitHub is AI generated now.”
Emad Mostaque May 17, 2023 ▶ 43:09 Emad Mostaque: These 5 Companies Will Win the AI War; Why We Need National Data Sets | E1015 · 20VC with Harry Stebbings
Prediction Not checkable as stated
Mostaque: European policy will regulate all technology innovation out of Europe
“Because they're going to regulate all innovation out of Europe, and not embrace this technology to drive them forward.”
Emad Mostaque May 17, 2023 ▶ 1:08:53 Emad Mostaque: These 5 Companies Will Win the AI War; Why We Need National Data Sets | E1015 · 20VC with Harry Stebbings
Insight
Emad Mostaque: Unbiased AI Models Do Not Exist
“There is no such thing as an unbiased model.”
Emad Mostaque Sep 15, 2023 ▶ 15:48 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
Prediction Open · timeframe Sep 2028
Emad Mostaque: Only Five Foundation Model Companies Will Survive by 2028
“I think that there's only going to be five or six foundation model companies in the world in three years, five years.”
Emad Mostaque Sep 15, 2023 ▶ 27:37 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
Prediction Not checkable as stated
Mostak: Generative AI will have a bigger economic impact than COVID
“I think this will be a bigger economic impact than COVID.”
Emad Mostaque Jun 2, 2023 ▶ 7:37 20VC: Who Wins the AI Race; Startups or Incumbents & Does Having Proprietary Data Really Matter For Startups Today?
Prediction Didn’t hold up
Mostak: No AI models available today will be used in a year
“The reality is no models that are out today will be used in a year.”
Emad Mostaque Jun 2, 2023 ▶ 12:49 20VC: Who Wins the AI Race; Startups or Incumbents & Does Having Proprietary Data Really Matter For Startups Today?
Opinion
Mostaque: AI transformation is bigger than the printing press
“I think this is bigger than the printing press. It's bigger than anything.”
Emad Mostaque May 17, 2023 ▶ 1:03:05 Emad Mostaque: These 5 Companies Will Win the AI War; Why We Need National Data Sets | E1015 · 20VC with Harry Stebbings
Disclosure
Mostaque: Stability AI is building models without web-scraped data
“I call them organic free-range models, the ones we're building with no web scrape data.”
Emad Mostaque May 17, 2023 ▶ 9:51 Emad Mostaque: These 5 Companies Will Win the AI War; Why We Need National Data Sets | E1015 · 20VC with Harry Stebbings
Assertion Not checkable as stated
Mostaque: Stability AI sees zero failure rate training on Google TPUs
“TPUs are the most scalable architecture, like we have zero failure rate with our TPU language model training, whereas with GPUs it's like there's an ECC error”
Emad Mostaque May 17, 2023 ▶ 10:53 Emad Mostaque: These 5 Companies Will Win the AI War; Why We Need National Data Sets | E1015 · 20VC with Harry Stebbings
Prediction Didn’t hold up
Mostaque: Governments will not run on black-box AI models
“Governments will not run on black boxes.”
Emad Mostaque May 17, 2023 ▶ 14:32 Emad Mostaque: These 5 Companies Will Win the AI War; Why We Need National Data Sets | E1015 · 20VC with Harry Stebbings
Assertion Contradicted
Mostaque: Chinese tech companies paying $1.2M salaries to AI PhDs
“Certain Chinese companies paying 1.2 million dollar salaries for PhDs.”
Emad Mostaque May 17, 2023 ▶ 15:10 Emad Mostaque: These 5 Companies Will Win the AI War; Why We Need National Data Sets | E1015 · 20VC with Harry Stebbings
Assertion Supported
Mostaque: AI startups getting $100M funding rounds with zero traction
“Already you're seeing GitHub stars leading to a hundred million dollar funding rounds with zero traction and zero business model.”
Emad Mostaque May 17, 2023 ▶ 16:02 Emad Mostaque: These 5 Companies Will Win the AI War; Why We Need National Data Sets | E1015 · 20VC with Harry Stebbings
Opinion
Mostaque: AI foundation models are more important infrastructure than 5G
“Because there is no doubt this is more important than five G.”
Emad Mostaque May 17, 2023 ▶ 17:56 Emad Mostaque: These 5 Companies Will Win the AI War; Why We Need National Data Sets | E1015 · 20VC with Harry Stebbings
Prediction Not checkable as stated
Mostaque: Every nation needs its own open AI models and data sets
“As part of that, every nation will need their own data sets, which again have from broadcaster data. They will need their own open models that can stimulate innovation internally as well.”
Emad Mostaque May 17, 2023 ▶ 18:13 Emad Mostaque: These 5 Companies Will Win the AI War; Why We Need National Data Sets | E1015 · 20VC with Harry Stebbings
Prediction Not checkable as stated
Mostaque: India and Emerging Markets Will Adopt AI Faster Than UK
“Realizing that India and other nations will leapfrog to intelligence augmentation, just that they leapfrog to mobile, they will embrace this technology far quicker than we will in the UK even.”
Emad Mostaque May 17, 2023 ▶ 23:34 Emad Mostaque: These 5 Companies Will Win the AI War; Why We Need National Data Sets | E1015 · 20VC with Harry Stebbings
Assertion Supported
Mostaque: Financial institutions cannot use AI models with web-crawled data
“If you're a financial services institute, you can't have a single piece of crawl data in there.”
Emad Mostaque May 17, 2023 ▶ 26:24 Emad Mostaque: These 5 Companies Will Win the AI War; Why We Need National Data Sets | E1015 · 20VC with Harry Stebbings
Assertion Partly supported
Mostaque: DataComp outperforms OpenAI CLIP at one-fourth the parameter count
“We had datacomp, which is the next generation lion that we funded the compute for, whereby at a quarter of the parameters of OpenAI's clip, it outperforms for the beta data quality.”
Emad Mostaque May 17, 2023 ▶ 26:46 Emad Mostaque: These 5 Companies Will Win the AI War; Why We Need National Data Sets | E1015 · 20VC with Harry Stebbings
Prediction Held up
Mostaque: AI-synthesized search results will destroy digital media ad revenue
“I think he is right to be worried. Like, again, you look at Google's announcements yesterday, they were talking about this day after Palm Two, You suddenly look at the new Google page where they've got the language model, and it's just text, and where are the …”
Emad Mostaque May 17, 2023 ▶ 29:56 Emad Mostaque: These 5 Companies Will Win the AI War; Why We Need National Data Sets | E1015 · 20VC with Harry Stebbings
Prediction Didn’t hold up
Mostaque: No AI models in use today will survive a year
“The reality is no models you that are out today will be used in a year.”
Emad Mostaque May 17, 2023 ▶ 37:27 Emad Mostaque: These 5 Companies Will Win the AI War; Why We Need National Data Sets | E1015 · 20VC with Harry Stebbings
Prediction Didn’t hold up
Mostaque: AI will deflate US inflation by disrupting healthcare and education bureaucracy
“It's massively deflationary. The biggest drivers of CPI inflation in the US were education and healthcare. And that was almost all administrative and bureaucratic. In the next few years, guess what gets disrupted? Those. But they don't get disrupted this year …”
Emad Mostaque May 17, 2023 ▶ 49:13 Emad Mostaque: These 5 Companies Will Win the AI War; Why We Need National Data Sets | E1015 · 20VC with Harry Stebbings
Disclosure
Mostaque: Stability AI is the only company allowing image opt-outs from datasets
“We had hundreds of millions of images opt out of stable diffusion because we were the only company in the world To offer opt out of data sets.”
Emad Mostaque May 17, 2023 ▶ 52:47 Emad Mostaque: These 5 Companies Will Win the AI War; Why We Need National Data Sets | E1015 · 20VC with Harry Stebbings
Insight
Mostaque: AI language models are reasoning engines, not fact databases
“They were designed to be reasoning machines, not fact machines.”
Emad Mostaque May 17, 2023 ▶ 54:43 Emad Mostaque: These 5 Companies Will Win the AI War; Why We Need National Data Sets | E1015 · 20VC with Harry Stebbings
Prediction Not checkable as stated
Mostaque: Every Child Will Have Their Own AI in a Few Years
“Assume that every child will have their own AI in a few years, because that will change the nature of schooling.”
Emad Mostaque May 17, 2023 ▶ 57:34 Emad Mostaque: These 5 Companies Will Win the AI War; Why We Need National Data Sets | E1015 · 20VC with Harry Stebbings
Disclosure
Emad Mostaque Uses GPT-4 as a Personal Therapist
“I already use GPT-IV as a therapist and things like that.”
Emad Mostaque May 17, 2023 ▶ 58:23 Emad Mostaque: These 5 Companies Will Win the AI War; Why We Need National Data Sets | E1015 · 20VC with Harry Stebbings
Opinion
Mostaque: Meta's pursuit of the metaverse was a complete waste
“Because the metaverse, obviously, is a complete waste.”
Emad Mostaque May 17, 2023 ▶ 1:05:01 Emad Mostaque: These 5 Companies Will Win the AI War; Why We Need National Data Sets | E1015 · 20VC with Harry Stebbings
Assertion Not checkable as stated
Mostaque: Meta holds the best training data for conversational AI
“But who is best for a chatbot? Who has the most data for a chatbot? Meta.”
Emad Mostaque May 17, 2023 ▶ 1:05:15 Emad Mostaque: These 5 Companies Will Win the AI War; Why We Need National Data Sets | E1015 · 20VC with Harry Stebbings
Assertion Supported
Emad Mostaque: Google DeepMind's annual salary budget is $1.2 billion
“DeepMind's salary budget is 1.2 billion a year.”
Emad Mostaque May 24, 2024 ▶ 10:44 Sam Altman, Arthur Mensch and more discuss:Which Startups Are Threatened vs Enabled by OpenAI?|E1156 · 20VC with Harry Stebbings
Insight
Emad Mostaque: There is no such thing as an unbiased AI model
“There is no such thing as an unbiased model.”
Emad Mostaque Nov 24, 2023 ▶ 3:20 The Ultimate AI Roundtable: What Happens Now in AI, Why Google are Vulnerable | E1085 · 20VC with Harry Stebbings
Prediction Not checkable as stated
Emad Mostaque: Every Nation Will Need Sovereign Datasets and Open Models
“As part of that, every nation will need their own data sets, which again, have from broadcaster data. They will need their own open models that can stimulate innovation internally as well.”
Emad Mostaque Sep 15, 2023 ▶ 15:35 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 Not checkable as stated
Emad Mostaque: Google Spends $20 Billion per Year on AI
“Google spend twenty billion dollars a year on AI.”
Emad Mostaque Sep 15, 2023 ▶ 28:03 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 Partly supported
Emad Mostaque: DeepMind's Annual Salary Budget Is $1.2 Billion
“DeepMind's salary budget is 1.2 billion a year.”
Emad Mostaque Sep 15, 2023 ▶ 28:06 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
Mostak: DeepMind's annual salary budget is $1.2 billion
“DeepMind's salary budget is 1.2 billion a year.”
Emad Mostaque Jun 2, 2023 ▶ 4:25 20VC: Who Wins the AI Race; Startups or Incumbents & Does Having Proprietary Data Really Matter For Startups Today?
Assertion Supported
Mostaque: Google's Med-PaLM 2 AI model exceeds doctor performance levels
“Now we have MedPOM-II that exceeds doctor levels. So that was a Google announcement yesterday.”
Emad Mostaque May 17, 2023 ▶ 5:08 Emad Mostaque: These 5 Companies Will Win the AI War; Why We Need National Data Sets | E1015 · 20VC with Harry Stebbings
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