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.

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why aren't all 2 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

Opinion
Pope: Groq and Cerebras are uncompetitive on dollars per token
“And then there's the Grok and Cerebris that are much better at latency because they've got this the SRAM, weights are in SRAM very low latency. The problem is, and the challenge when you go to a Grok or a Cerebris system is that the throughput you get there, i…”
Reiner Pope Feb 26, 2026 ▶ 15:49 Reiner Pope of MatX on accelerating AI with transformer-optimized chips
Opinion
Pope: TPUv1 announcement catalyzed the 2016-2017 AI chip startup wave
“TPUv one was announced in 2016, I think. That was what actually kind of led to the creation of all of those 2016, 20 17 startups. So Cerebus, Gronk, Graphcore, SambaNova, all of those.”
Reiner Pope Feb 26, 2026 ▶ 1:37 Reiner Pope of MatX on accelerating AI with transformer-optimized chips
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