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.

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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

Insight
Welling: Diffusion Models Share Exact Mathematics With Non-Equilibrium Stochastic Thermodynamics
“It turns out that the mathematics that we use for diffusion models, but even for reinforcement learning, for Schrodinger bridges, for MCMC sampling, has the same mathematics as this theory, this physical theory of non-equilibrium Systems.”
Max Welling Feb 25, 2026 ▶ 4:59 🔬Max Welling: Materials Underlie Everything
Insight
Welling: AI Enables Searching the Space of All Possible Molecules
“Now we can treat this as a search engine. Like we search the internet, we now search the space of all possible molecules, not just the ones that people have made, or that they're in the universe, but all of them.”
Max Welling Feb 25, 2026 ▶ 13:36 🔬Max Welling: Materials Underlie Everything
Insight
Welling: Physical Lab Experiments Act as Nature-Powered 'Physics Processing Units'
“I want to think of it as what I would call a sort of a physics processing unit, like a PPU, right? Which is you have digital processing units, and then you have physics processing units. So it's basically nature doing computations for you. It's the fastest com…”
Max Welling Feb 25, 2026 ▶ 16:50 🔬Max Welling: Materials Underlie Everything
Insight
Welling: Materials Discovery Moat Lies in Data and Platform Engineering
“Where the moat is in the data that you can get your hands on, and the, and actually building the platform”
Max Welling Feb 25, 2026 ▶ 19:42 🔬Max Welling: Materials Underlie Everything
Insight
Welling: Lab Automation Fails to Generalize Across Material Science Problem Classes
“And also, it is very vertical specific. So it's like completely automating something for problem A, You know, you can probably achieve it, but then you'll sort of have to start over again for problem B because, you know, your experimental setup looks very diff…”
Max Welling Feb 25, 2026 ▶ 27:47 🔬Max Welling: Materials Underlie Everything
Insight
Welling: Simple Data Augmentation Can Outperform Hard-Coded Neural Network Equivariance
“Sometimes actually data augmentation works even better than hard coding the equivalence in, and this is something to do with the fact that if you constrain the optimization, the weights, before the optimization starts, the optimization surface or objective bec…”
Max Welling Feb 25, 2026 ▶ 30:14 🔬Max Welling: Materials Underlie Everything
Insight
Welling: Equivariant neural networks need far less training data
“Where if you build equivariance in, basically, once you've trained it in one orientation, it will understand it in any other orientation. So that means you need a lot less data to train these models.”
Max Welling Feb 25, 2026 ▶ 29:24 🔬Max Welling: Materials Underlie Everything
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