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 8 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
Eliahu-Ontiveros: Meta modern AI data centers omit backup generator sets
“Another interesting thing they've done, for example, is more at the data center level than at the energy level, but no backup. You look at any one of the modern meta data, so they don't have any gensets, or they have, you know, like, 10 megawatts for a hundred…”
Janus: Chip efficiency gains will not reduce AI data center power demand
“If let's say Meta, for instance, finds a piece of land or a point on the grid where they can pull three gigawatts, Of power on one location. And then the next day, NVIDIA comes out with a chip that's twice as efficient. Is Meta going to build a 1.5 gigawatt da…”
States use tech hyperscalers' ratepayer pledge to fight transmission tariffs
“In their complaints to FERC, for example, a bunch of states have cited that pledge, and I think that creates it's an opening for any time anyone wants to argue against however a tariff is getting structured, or a new transmission line, or whatever it might be …”
Schroepfer: Meta's Portal Failed Because Dedicated Video Chat Market Was Too Small
“We built this thing at medical or Facebook at the time called the portal. And it was a video chat device and it was amazing. It was basically center stage before you had it. You could stick it in the corner and video chat with your kids and it would follow you…”
Bullard: DeepSeek V3 matched Meta Llama 3.1 using under 2.8M GPU hours
“And the sort of benchmark to compare it to would be the Lama 3.1 model from meta, which had four and five billion parameters and just under thirty one million training hours. And deep seek is getting similar results of V three with six hundred and seventy one …”
McAvoy: Meta, Oracle, and Microsoft are building in-house energy teams
“And especially, like, you know, even the likes of, like, Meta and, you know, you have your Oracles of the World and your Microsofts and, you know, everyone else who are trying to build, build, build, build these out. They're investing even in their own teams. …”
Meta study: AI energy costs split evenly across pre-processing, training, and inference
“There was a study we did when I was a visiting research scientist at Meta where we Found that energy costs for AI were roughly broken into three categories. There's a data pre-processing aspect as well, and that's about a third. The training is another third, …”