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

Insight
Soldani: Frontier LLM pre-training requires at least 50,000 GPUs
“To give you a sense of, like, how I personally think about research budget for each part of the language model pipeline is, like, on the pre-training side, you can maybe do something with a thousand GPUs. Really, you want 10,000. And, like, if you want real es…”
Luca Soldani Dec 23, 2024 ▶ 11:11 Best of 2024: Open Models [LS LIVE! at NeurIPS 2024]
Opinion
Malde: Western open-source AI lags Chinese models at trillion-parameter scale
“I think America or the Western world has some work to do still. Like obviously having one trillion parameter models like Kimi or like an amazing models like GLM and DeepSeq, I don't think we're quite there yet for that size of model.”
Ronak Malde Jun 21, 2026 ▶ 14:41 ⚡️Every product of the future will be a living system — Ronak Malde, Trajectory.ai
Assertion Contradicted
Yining Zhang: DeepSeek V3 scores 94.6 on GSM8K, outperforming Llama 405B
“Yeah, I think even they use the FP-A to quantization, the benchmark result is very good, such as something like GSM-HK. The score is nearly 94.6. It's so high, you know. I think it's higher than every other open source AIM, even the LAMA 400 zero five billion.”
Yining Zhang Jan 19, 2025 ▶ 12:38 DeepSeek V3, SGLang, and the state of Open Model Inference in 2025 (Quantization, MoEs, Pricing)
Opinion
DeepSeek models are the hardest to support due to architectural novelties
“I think that, like, obviously the DeepSeq models tend to be the most challenging as they have, like, the most novel architectural stuff going on model over model.”
Philip Kiely Aug 3, 2026 ▶ 16:01 Next 100x in AI: Inference, Networking, & Self-Optimizing Models — Philip Kiely & Ali Taha, Baseten
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