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.

clear all ✕

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

Assertion Supported
Patel: Model inference costs dropped 60x from GPT-4 to DeepSeek-V3
“And likewise, when we look at from GPT-IV to DeepSeq VIII it's fallen roughly 600 X in cost. Right. So we're not quite at that 1200 X, but it has fallen 600 X in cost from 60 dollars to less than you know, to about a dollar. Right. Or to less than a dollar. So…”
Dylan Patel Apr 23, 2025 ▶ 29:14 Generative AI 101: Tokens, Pre-training, Fine-tuning, Reasoning — With SemiAnalysis CEO Dylan Patel
Prediction Partly held up
Patel: GPT-5 will simultaneously scale pre-training and post-training reasoning
“And so now GPT-Five, as Sam calls it, is, is gonna be a model that has huge pre-training scale, right? Like GPT-Five, but also huge post-training scale, Like O-one and O-three and continuing to scale that up, right? This would be the first time we see a model …”
Dylan Patel Apr 23, 2025 ▶ 36:50 Generative AI 101: Tokens, Pre-training, Fine-tuning, Reasoning — With SemiAnalysis CEO Dylan Patel
Prediction Held up
Patel: Meta's next Llama model will match DeepSeek-V3's cost efficiency
“And Meta's Meta is going to release their new llama soon enough. Right. And that one is going to be, you know, a similar level of cost decrease probably similar areas, deep seek V three.”
Dylan Patel Apr 23, 2025 ▶ 30:27 Generative AI 101: Tokens, Pre-training, Fine-tuning, Reasoning — With SemiAnalysis CEO Dylan Patel
Assertion Supported
Patel: AI inference costs for GPT-3-level performance have dropped 1,200x
“So when we looked at GPT-III, the cost fell of 1200 X from GPT-III's initial cost to what you can get LLAMA three point two three B today, right?”
Dylan Patel Apr 23, 2025 ▶ 29:03 Generative AI 101: Tokens, Pre-training, Fine-tuning, Reasoning — With SemiAnalysis CEO Dylan Patel
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