The Ledger, every show

Every statement that passed quotation and attribution checks, across all 44 shows. Pick shows below, then mix any filter with any other.

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NEON SHOW Assertion Contradicted
Siddharth: Frontier AI models can autonomously build software systems for weeks
“You're seeing what the coding models today are capable of building end-to-end systems, like coding for days. Sometimes a week.”
Jonathan Siddharth Jun 18, 2026 ▶ 7:50 Why Coding is the Fastest Path to AGI | Turing CEO Jonathan Siddharth
NEON SHOW Assertion Supported
AI coding improvements boost model performance across unrelated non-coding tasks
“When the models improve in coding, they have out of domain performance. They also improve in other tasks that have nothing to do with coding for reasons we don't fully understand.”
Jonathan Siddharth Jun 18, 2026 ▶ 22:44 Why Coding is the Fastest Path to AGI | Turing CEO Jonathan Siddharth
20VC Assertion Supported
Siddharth: Chinese open-source AI models like DeepSeek and Qwen are state-of-the-art
“I think it's very impressive, like the progress that they've made in open source with DeepSeek Kimi Ketu, Kuen. These models are state of the art.”
Jonathan Siddharth Dec 1, 2025 ▶ 1:09:21 Turing CEO Jonathan Siddharth: Who Wins in Data Labelling & Why 99% of Knowledge Work Will Disappear · 20VC with Harry Stebbings
NEON SHOW Assertion Supported
Enterprises are abandoning fine-tuning for frontier models with context management
“What I'm seeing more and more is there's a lot more people going into the no fine tuning camp than a couple of years ago for very high value enterprise use cases.”
Jonathan Siddharth Jun 18, 2026 ▶ 49:06 Why Coding is the Fastest Path to AGI | Turing CEO Jonathan Siddharth
20VC Prediction Held up
Siddharth: Governments will build sovereign internal AI models
“I think it would make sense for governments to build their own internal versions of some of these models, which would require proprietary data again to be collected.”
Jonathan Siddharth Dec 1, 2025 ▶ 42:32 Turing CEO Jonathan Siddharth: Who Wins in Data Labelling & Why 99% of Knowledge Work Will Disappear · 20VC with Harry Stebbings
NEON SHOW Assertion Supported
Siddharth: AI compute is shifting significantly toward post-training reinforcement learning
“In the past, it was a lot of the compute went into pre-training. Now a lot of compute goes into reinforcement learning in post-training as well. Especially after O-one came out and DeepSeek came out.”
Jonathan Siddharth Jun 18, 2026 ▶ 52:36 Why Coding is the Fastest Path to AGI | Turing CEO Jonathan Siddharth
20VC Assertion Partly supported
Siddharth: 39% of Nvidia's revenue comes from just two clients
“Nvidia, for Nvidia 39% of their revenue comes from two clients, right? And roughly 50% was like four clients.”
Jonathan Siddharth Dec 1, 2025 ▶ 41:20 Turing CEO Jonathan Siddharth: Who Wins in Data Labelling & Why 99% of Knowledge Work Will Disappear · 20VC with Harry Stebbings
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