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 13 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
Ludwig: Cruise's robotaxi model conflicted with GM's personal ownership business
“Cruise was going after the robotaxi concept, but GM makes its profits from personal car ownership.”
Ludwig: Commercial driverless trucks are at most a few years away
“To be honest, it's not long. We're talking a few years and I think on the long end,”
Ludwig: No autonomous vehicle company is close to Level 5 autonomy
“And then the very last level is level five, which is more of an idea than a reality. It's the notion that there could be a vehicle that is, is able to drive autonomously in, in all conditions where a human would be able to operate that vehicle. And the truth i…”
Ludwig: Physical AI drives the global economy far more than digital AI
“Digital AI, of course, is building software and optimizing ads and creating videos. That's all interesting and good, but really where you talk about the global economy, that's physical AI.”
Ludwig: Applied Intuition deploys smaller models on-board for real-time safety
“So we can have very large models, and we do have very large models that are used In the off-board environment. But when, once you go on board, all of those constraints are very real. And now we need to train a much smaller model that has these safety constrain…”
Ludwig: GTA VI will be the last game using legacy graphics tooling
“This is speculation, but I think Grand Theft Auto VI will be perhaps the last major real-world video game that's still really developed, let's say, in that legacy era of traditional computer graphics tooling.”
Ludwig: Perfect alignment between world models and reality is impossibly hard
“And if you have perfect alignment between the real world and the world model, I mean, I think you've just sort of solved the universe roughly, right? That's an impossibly difficult problem. But as we make progress towards that it makes training physical AI mod…”
Ludwig: Physical AI faces strict real-time constraints that digital LLMs avoid
“I like to say that the labs, they have it easy because they can make models that are trillions of parameters, and those models can be super slow, and that's fine, but we don't have that luxury in physical AI, right? We deal in real time, like the actual, actua…”
Ludwig: Automotive sensor commodification for autonomy is just beginning
“And today we're just at the beginning of that for automotive sensors and autonomy.”
Ludwig: Campus delivery robots qualify as Level 4 autonomous systems
“That's absolutely a level four system. Because for those there's no human operator typically. And so it is a level four system within the ODD of the robot.”
Ludwig: Electric drivetrains impact every vehicle component, not just propulsion
“And so electric drive train, for example, that doesn't just impact the propulsion system, but it actually impacts every other component on the vehicle.”
Ludwig: AV simulation is continuous infrastructure, not a one-off hardware test
“It's also infrastructure in the sense that it's used continuously on an ongoing basis. Whereas the traditional forms of simulation were typically used sort of for this big bang moment, which is the, it's the creation of this final hardware specification, which…”