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

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 Partly supported
Baseten's vision-retrofitted GLM-5.2 scored 56% on MMLU Pro without text degradation
“It's not, you know, it got to a 56% on MMLU Pro, I think, so not, not quite Frontier, but if you're running this model, you haven't suffered any loss on your GLM-Five-II quality.”
Philip Kiely Aug 3, 2026 ▶ 19:22 Next 100x in AI: Inference, Networking, & Self-Optimizing Models — Philip Kiely & Ali Taha, Baseten
Assertion Contradicted
O'Laughlin: Running Kimi agent swarms requires 16 Nvidia H100 nodes
“To just run the swarm, I think it's like a 16 node of H-one hundreds.”
Doug O'Laughlin Feb 24, 2026 ▶ 35:31 Claude Code for Finance + The Global Memory Shortage: Doug O'Laughlin, SemiAnalysis
Assertion Supported
Fitting a 2.8-trillion parameter model on one node requires eight GB300s
“You need GB 300 to fit it on a single node. It's simple math. NVFP four, 2.8 trillion parameters 1.4 terabytes. The GB 300 have 288 gigabytes each. So across eight of those you have enough room For the model”
Philip Kiely Aug 3, 2026 ▶ 1:11:37 Next 100x in AI: Inference, Networking, & Self-Optimizing Models — Philip Kiely & Ali Taha, Baseten
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 200 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.