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 7 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
Lie: Groq will be forced to focus on significantly smaller models
“I think what's, what's going to end up happening is they're going to end up focusing on significantly smaller models. You know, if you have that limitation in your architecture, then I think that's what ends up happening.”
Agrawal: Cerebras and Groq offer cloud APIs because their software struggles
“You know, if you look at Cerebrus and Grok and others, they've really tried to do this, their cloud kind of portal. And for us, you know, it shows two things. One is the difficulty of software for third party to implement that, that that's why they're kind of …”
Lie: Cerebras chips have 100x more memory than Groq LPUs
“One of our chips has, You know, order a hundred times more memory than one of their chips, right? So you got two orders of magnitude difference in scale kind of for free, right?”
O'Laughlin: Prior to Cerebras and Groq, AI accelerator startups were failures
“The reason why my hit rate for every AI accelerator trip is, like, very, like, I just don't believe in them is because, like, where are they? Until Cerebrus and Grok, honestly, they were all considered failures, and even then, we're like, what are they gonna d…”
Groq hardware is too inflexible to run alternative architectures like Mamba SSMs
“Grok is very inflexible hardware so that you kind of, if you want to do like a Mamba SSM on it, you're going to have a really hard time because instead of having like a low level CUDA compiler, like everything is like Designed it at the hardware level, right?”