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 11 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 3 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
Google DeepMind's six-month internal embargo shelves commercially valuable research papers
“I mean, what's worse is the paper is actually not even being Published anymore because there's a six month embargo inside of DeepMind, right? Like we've heard about this where a paper comes out and then I think there's a six month embargo window where if anybo…”
Most AI clusters fail to hit Google's 96% node utilization standard
“My co-founder, Seb came from he built the Borg export GQM scheduler at Google, and there, I think, 95% was considered an outage, so 96% node utilization is, should be standard, and most single-time clusters are not running at that”
Up to 20% of US data centers risk cancellation from community backlash
“Up to 20% of all data centers this year in the US, my understanding is are at risk... Of not getting the community support they need to get brought up.”
Anthropic will become a trillion-dollar company within four years of founding
“Have you met Dario? Dario's a scientist. He's gone from zero to like what will soon be a trillion dollar company in four years.”
Midha: Regulators will investigate AI infrastructure operators that bypassed rules
“There will be audits. There will be investigations, and when the regulators come, I don't know when it's going to be. The folks who are moving fast and breaking things in the name of AI progress better be prepared.”
Anthropic achieved technical model takeoff during its October 2023 training run
“What happened is, Anthropic basically achieved takeoff in October of last year. That training run.”
Anthropic made coding its day-one priority as the mechanism to AGI
“And there, P zero from day one was coding. The reason the mechanism system there was, if we crack coding, Then we will crack AGI. You know, our mission is AGI. We want to get there safely. If we focus on coding, it's such a generally powerful capability that i…”
Midha: Best-in-class AI cluster MFU is between 60% and 70%
“And then MFU utilization should be, I would say, the best in class today, somewhere between 60 and 70%.”
Midha: MatX chips adopt NVIDIA reference architecture to plug into existing sites
“When they decided to pick the standard for their data center, they picked the NVIDIA reference architecture. So the Matex chips just plug in to any site that has an NVIDIA bring up planned. And you know.”
Midha: Frontier AI Models Were Terrible at Analyzing Condensed Matter Physics Data
“We had started benchmarking frontier models on physics and science capabilities, and they were not very good. They were good at, like, doing things like summarization of papers, but if you said, hey, could you, like, analyze the scientific data coming out of a…”
Midha: Stanford Holds America's Second-Largest Longitudinal Patient Dataset Behind the VA
“Stanford is one of the only research facilities in America that has a longitudinal patient data set that's Larger at scale, I think it's at least twelve million patient lives. The only larger data set is the VA, the Veterans Affairs, you know, of America.”