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 23 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 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
Lebaredian: Making AI more efficient will increase overall compute demand
“I think intelligence is something that is probably the most endless of all, all computing problems. If we can throw more compute at the problem, we can make more intelligence and do it better and better. So making, making AI more efficient, Will just increase …”
Lebaredian: DeepSeek efficiency gains fit NVIDIA's decade-long progress curve
“So what we've seen here with DeepSeq is, is a great advancement that's on that same curve that we've been on for a decade now.”
Lebaredian: Future AI's greatest value will come from physical world interaction
“And our thesis is that from all the AIs we're going to create into the future, the most valuable ones are going to be the ones that can interact with our physical world.”
Lebaredian: Video AI models fail basic physics like object permanence
“One of the basic things is object permanence. If you direct the video to move the camera, point away, and come back, Objects that were there at the beginning of the video are no longer there or they're different, right? And so that is such a fundamental violat…”
Lebaredian: Visual-Level Simulation Is Insufficient for Training Robot Brains
“That level of simulation is, is not sufficient. For building physical AI that are gonna be the underpinnings or the fundamental components of a robot brain.”
Lebaredian: AI Physics Understanding Will Unlock Most Robotics Applications in a Few Years
“At this point, I believe in a few years, we're going to get to a level of a physics understanding with our AIs that are, that's going to unlock, you know, the majority of the applications we need to apply them in, in robotics.”
Lebaredian: ChatGPT would not exist without NVIDIA's early LLM software work
“Had we had not done that, I don't think we would have had ChatGPT.”
NVIDIA VP: Film studios will adopt AI world models for faster, cheaper VFX
“What we're building with AI, with generative AI, and particularly with world foundation models, that once we get to the point where they really understand, ah, the depth of the physics that they need to produce something like Planet of the Apes, once we have t…”
Lebaredian: NVIDIA achieved a million-fold AI compute gain over 10 years
“Over the last 10 years, we've had essentially a million x performance increase.”
Lebaredian: Multimodal world models will serve as brains for physical robots
“And so what we'll end up with is a world foundation model that was trained on many different modes of data, essentially different sense, senses. It can see, it can hear, It can touch and feel and do, do many of the things we can do, or many things other animal…”
Lebaredian: NVIDIA Cosmos Is a Different Class of AI From Video Generators
“What we're doing with cosmos it's, It is really a different class of AI than video generators. You can use it to generate videos, but the purpose is different. It's not about generating beautiful imagery or interesting imagery as for art. This is about simulat…”
Lebaredian: Truck driver shortages require autonomous driving to maintain supply chains
“There's not enough truck drivers in the world to go deliver all the stuff that's moving around in our supply chains. We can't hire enough of them and there's less and less young people that want to do that job every year. So we need to have self-driving trucks…”
Lebaredian: Humanoid robots will take off first in industrial sectors
“We believe that the first place we're going to see general purpose robots like the humanoid robots really take off is in the industrial sector because of two things.
One, the demand is great there because we have the shortage of workers.
and also because
…”
Lebaredian: Homes will be the last place humanoid robots appear
“I think the last place we're going to start seeing humanoids show up is in our homes.”
Lebaredian: History of weapons treaties gives reason for optimism on AI warfare
“We've done the same with biological weapons and chemical weapons. Largely, they haven't been used, even though the technologies existed there. And so I think that's a that's a good indicator of what's, how, how, how we should deal with this new technology, thi…”
Lebaredian: Physical AI models only have 5% to 10% of needed understanding
“That all being said, I think we're going to rapidly get better and better. So, so the models today have an amazing amount of knowledge about the physical world, but they're maybe at like five, 10% of what they should understand.”
Lebaredian: Majority of NVIDIA's engineers are software engineers
“The majority of our employees are engineers, and the majority of those engineers are software engineers.”
Lebaredian: Automotive factory workforces in Detroit and Germany face aging crises
“If you go to an automotive factory in in Detroit or in Germany, go look around. Most of the factory workers are aging and they're quickly retiring. And these CEOs that I'm talking to, their biggest concern is all of that knowledge they have on how to operate t…”
Lebaredian: Domestic humanoid robots will adopt in Japan before Germany
“They'll probably show up in a kitchen in somebody's home in Japan before they show up in a kitchen in somebody's home in, in Munich, Germany.”
Lebaredian: Physical economy represents $100T annually compared to $2T-$5T for IT
“The world of knowledge, information technology is somewhere between two to five trillion dollars a year, but everything else, transportation, manufacturing, supply chain, warehouse and logistics creating drugs, all the stuff in the physical world, that's about…”
Lebaredian: NVIDIA trains physical AI models with video and 3D simulation
“We're not just going to describe with words, how, what happens when you drop a piece of paper. We're going to give these models other senses. During the learning process. So they'll, they'll watch watch videos of paper dropping. We can also give it more, more …”
Lebaredian: NVIDIA has worked towards Cosmos for about a decade
“We've been working towards Cosmos For probably about 10 years, we envisioned that eventually this new technology that had formed with deep learning, that that was going to be the critical technology necessary for us to create robot brains.”
Lebaredian: Over 650 NVIDIA employees reached a 20-year tenure
“When he got to 20, there were more than 650 people that were at twenty-year. Now, earlier I had said, when I joined the company, there were about a thousand people. So this means that most of the people That were there when I started at NVIDIA were still there…”