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 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

Assertion Supported
Bubna: Open-source DFlash matches proprietary speculative decoding performance
“Recently we shared our work on dflash, which is a block-based speculator, and we've open sourced all of it, so you can get, by using open source dflash, you can get the same performance as you would with one of the proprietary providers.”
Akshat Bubna Jul 8, 2026 ▶ 17:13 The Future of AI Infra: from Kubernetes to Agent Sandboxes — Akshat Bubna, Modal CTO
Assertion Supported
Modal Can Fan Out Workloads to Thousands of GPUs in Minutes
“It's like pretty easy in Moto, like, fan out to like, you know, at least like a hundred GPUs, like in a few seconds, and you know, if you give it like a couple of minutes, like we can, you know, you can fan out to like thousands of GPUs.”
Erik Bernhardsson Feb 19, 2024 ▶ 42:23 Truly Serverless Infra for AI Engineers - with Erik Bernhardsson of Modal
Assertion Partly supported
Swyx: Suno grew from zero to $20M ARR running on Modal
“Suno ramp has rated as one of the top ranked fastest growing startups of the year. I think the last public number is like zero to twenty million this year in ARR and Suno runs on Moto. So Suno itself is not GPU rich, but they're just doing the training on, on …”
Shawn Wang Jan 1, 2025 ▶ 44:12 2024 Year in Review: The Big Scaling Debate, the Four Wars of AI, Top Themes and the Rise of Agents
Assertion Supported
Suno Uses Modal for Its AI Music Production Infrastructure
“Yeah, so, I mean, they're using model for, like, production infrastructure, like, they have their own, like, custom model, like, custom code and custom weights, you know, for AI-generated music, Suno.ai.”
Erik Bernhardsson Feb 19, 2024 ▶ 32:22 Truly Serverless Infra for AI Engineers - with Erik Bernhardsson of Modal
Assertion Supported
Bubna: Modal provides approximately 3 Tbps internal networking bandwidth
“And we have I think like three terabit per second internal networking, which is the standard that's needed.”
Akshat Bubna Jul 8, 2026 ▶ 33:49 The Future of AI Infra: from Kubernetes to Agent Sandboxes — Akshat Bubna, Modal CTO
Assertion Supported
Bubna: Modal Uses GPU Snapshotting to Speed Up Cold Starts
“We've incorporated GPU snapshotting to the product so we can actually take the GPU state, like your Torch compiler model, snapshot it, and the next call starts way faster.”
Akshat Bubna Jul 8, 2026 ▶ 14:59 The Future of AI Infra: from Kubernetes to Agent Sandboxes — Akshat Bubna, Modal CTO
Assertion Supported
Modal's Custom Container File System Enables Sub-Second Cloud Launches
“So that was, like, the first, like, sort of stuff we started working on was, like, let's build this, like, container file system, And, you know, coupled with like, you know, just using RunC directly. And that actually enabled us to like get to this point of li…”
Erik Bernhardsson Feb 19, 2024 ▶ 13:25 Truly Serverless Infra for AI Engineers - with Erik Bernhardsson of Modal
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