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.

3statements match

3resolved → 0open claims → 3supported → 0contradicted →

why aren't all 3 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

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?”

Sean Lie Sep 2, 2026 ▶ 23:58 The Inference Frontier: from 100 to 10,000 tokens per second — Sean Lie, Cerebras CTO

Assertion Supported

Houston: Groq and Cerebras outperform Nvidia on latency

“There's also, like, non-NVIDIA stacks, like the Grok, or Cerebris, or some of these custom silicon companies that are super interesting, and all, and outperformed the NVIDIA stack in terms of latency and things like that.”

Drew Houston Oct 18, 2024 ▶ 52:59 Building the Silicon Brain - Drew Houston of Dropbox

Assertion Supported

Lie: Trillion-parameter models require thousands of Groq LPUs for weights

“To run a frontier level model, like, let's say, a few trillion parameters, you need thousands and thousands of Grok LPUs just to hold the weights, right?”

Sean Lie Sep 2, 2026 ▶ 23:17 The Inference Frontier: from 100 to 10,000 tokens per second — Sean Lie, Cerebras CTO

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