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 4 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
Gerstner: DeepSeek has displaced Meta's Llama in enterprise AI experimentation
“I heard from several inference players that you and I are friends with that all of a sudden DeepSeek rather than Lama is the enterprise open source model of choice that everybody's experimenting with and playing with.”
Gerstner: Open Source Will Rapidly Commoditize Non-Frontier AI Models
“Apart from the people who are on the very frontier, if you're on the frontier and you have something totally different, it seems to me that that's a place where that is defensible. But if you're not on the frontier, man, it seems that these are going to be rea…”
Gurley: Meta restricts free Llama usage for apps over 700M users
“Some of the players, most notably meta with Lama, have a usage restriction against the free use of the model at seven hundred million, and that's what you were referring to, and so at least in a tweet Sam suggested they won't have that in theirs.”
Gerstner: Meta charges hyperscalers licensing fees for Llama models
“Where he said they already charge license fees to the large hyperscalers to use Lama and to provide it to them in certain ways, etc. I think it's de minimis revenue in the scheme of Meta, but, you know, he's smart enough in that. Bill Gurley: I don't know. Bra…”