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 6 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
AMD MI300X outperforms Nvidia H100 on FlashAttention-2 and memory-bound workloads
“We found that it's great for flash attention to specifically, we were able to be H-one hundred. We also found that like the less time you spend in like dense compute, like the less time you spend in tensor cores specifically, or less time you spend in lower bi…”
Quentin Anthony Nov 3, 2025 ▶ 3:19 How Zyphra went all-in on AMD + Why Devs feel faster with AI but are slower — with Quentin Anthony
Prediction Held up
Patel: AMD MI300 will beat Nvidia H100 on paper within a quarter
“AMD. They have a GPU. MI 300. That will be better than the H 100 in a quarter or so. Now, that says nothing about how hard it is to program it, but at least hardware-wise, on paper, it's better.”
Dylan Patel Dec 5, 2023 ▶ 41:13 The State of Silicon and the GPU Poors - with Dylan Patel of SemiAnalysis
Assertion Supported
AMD's Composable Kernel library offers functionality similar to Nvidia's CUTLASS
“And then on the AMD side, they have this composable kernel library that does something very similar.”
Quentin Anthony Nov 3, 2025 ▶ 12:07 How Zyphra went all-in on AMD + Why Devs feel faster with AI but are slower — with Quentin Anthony
Assertion Supported
AMD MI300X GEMM performance increased from 400 to 650 TFLOPS via software
“So when MI 300 X first dropped, if you run like an MLP gem or something, you would get like 400 T flops. Now that number is, you know, more like six, 606 107 650 or so just in like the gem back ends themselves.”
Quentin Anthony Nov 3, 2025 ▶ 4:55 How Zyphra went all-in on AMD + Why Devs feel faster with AI but are slower — with Quentin Anthony
Assertion Supported
Sohmers: AMD's PyTorch fork lagged official releases by 6-9 months
“And AMD had their own separate you know, non-mainline PyTorch distribution for years. That was always six to nine months behind any new PyTorch releases.”
Thomas Sohmers Aug 18, 2025 ▶ 20:06 ⚡️Accelerators @ 3x NVIDIA H200 perf, Made in the USA - Thomas Sohmers + Mitesh Agrawal, Positron AI
Assertion Supported
AMD funded community DeepSeek kernel development through the GPU Mode Discord
“AMD's actually done this. Like there's some deep seek, like through GPU modes, discord, there have been some like deep seek kernels that they say you have, you know, guaranteed access to compute for, write them.”
Quentin Anthony Nov 3, 2025 ▶ 57:48 How Zyphra went all-in on AMD + Why Devs feel faster with AI but are slower — with Quentin Anthony
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