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 10 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
Gurley: OpenAI would not exist if Google had patented the transformer
“So open AI doesn't exist today if that's patented and controlled. There's, it just doesn't”
Altman: 10x more compute would yield near 10x revenue for OpenAI
“If we had 10 X more compute, I don't know if we'd have 10 X more revenue, but I don't think it'd be that far.”
Gerstner: Middle East Would Have Adopted Chinese AI Without Policy Shift
“If we had continued down the path that we were on one year from now, this would have been largely, they would have made commitments to build on Chinese AI stacks because they couldn't afford to do nothing.”
Gurley: Previous US AI policies risked ceding global market to China
“I think we were headed towards a path where we were going to have a wall around America and there was going to be America AI and then China AI was going to have the rest of the world, the opposite of the internet.”
Huang: Scaling large AI training jobs would have failed without Megatron
“Without Megatron. That we developed with some seven years ago now. The scaling of these large training jobs wouldn't have happened.”
Gerstner: The Whole Market Could Be Down Without Anthropic's Revenue
“I think, you know, I've said it a couple times, I think if the anthropic revenue had not shown up this year, because that was the overhang on the market, I think the whole market could be down this year, right?”
Nadella: Azure Growth Would Have Hit 41-42% With More Compute
“Absolutely. Absolutely. There's no question. There's no question.”
Gurley: Staged rollouts would have prevented CrowdStrike's global disaster
“Like, if you did Increasingly large groups every two hours. You wouldn't have never had this impact on the world.”