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 6 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
Sacks: DeepSeek's compute cluster costs over $1 billion
“You add up the cost of a compute cluster with 50,000 plus hoppers, and it's going to be over a billion dollars. So this idea that you've got this scrappy company that did it for only six million, just not true. They have a substantial compute cluster that they…”
Brin admits DeepSeek's release closed the gap with proprietary AI models
“Deep Seek released a really surprisingly powerful model when it was January or so. So that, that definitely closed the gap to proprietary models.”
Calacanis: Grok 3 has eclipsed Gemini, DeepSeek, Claude, and ChatGPT-4o
“Grok III has now eclipsed Gemini, which is Google's LLM, and DeepSeq from China, Quad, and ChatGPT-IVO.”
Chamath Palihapitiya says DeepSeek's chain-of-thought proves its model was distilled
“So the reason why this is happening is like, you're seeing this chain of thought, you're seeing the several layers, and then it's catching it after the fact. So we know that this is distilled from some other model.”
Sacks: DeepSeek release erased $1 trillion in market cap in one day
“It's rare that a model release is going to be a global news story or Cause a trillion dollars of market cap decline in, in one day.”
Palihapitiya: DeepSeek created GRPO algorithm to slash AI memory requirements
“They invented a totally different algorithm. There was the orthodoxy. Right? This thing called PPO that everybody used, and they were like, no, we're going to use something else called, I think it's called GRPO or something. It uses a lot less computer memory,…”