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
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?”
Quentin Anthony Nov 3, 2025 ▶ 22:42 How Zyphra went all-in on AMD + Why Devs feel faster with AI but are slower — with Quentin Anthony
Insight
Cheah: Hybrid SSM-transformer models outperform pure baselines of both
“None of us understand why a hybrid with a state-based model, the RWA state space, and transformer performs better than the baseline of both. It's like when you train one, you expect, and then you replace, you expect the same results. That's our pitch. That's o…”
Eugene Cheah Dec 24, 2024 ▶ 28:15 2024 in Post-Transformer Architectures: State Space Models, RWKV [Latent Space LIVE! @ NeurIPS 2024]
Insight
Lenz: Middle attention placement at 1:8 ratio optimizes hybrid models
“Putting it the first or the last performed worse than in the middle. And one to eight was good enough. You know, you might get very slight improvements with one to six, but it was marginal, maybe within the standard deviation.”
Barak Lenz Oct 11, 2025 ▶ 10:16 Building Jamba 3B: the tiny Hybrid Transformer State Space Reasoning Model - Barak Lenz, CTO of AI21
Prediction Not checkable as stated
Lenz: Hybrid Transformer models are here to stay for long context
“If I had to guess hybrid models are here to stay just because the efficiency without sacrificing the performance is, is too much to give up. You know, the attention is so expensive. The quadratic cost and the linear memory cost is so much that I think for long…”
Barak Lenz Oct 11, 2025 ▶ 9:13 Building Jamba 3B: the tiny Hybrid Transformer State Space Reasoning Model - Barak Lenz, CTO of AI21
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