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 12 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
Malde: SWE-ONE beat frontier models via user-signal post-training
“And this was the kind of major unlock for the company as well, is we had all this massive data. We were able to post train on all of that user signal and now beat the frontier.”
Malde: Continual learning will be AI's next major unlock
“And we realized continual learning is kind of the ultimate, like, paradigm to do that. Is like, how do you have humans in the loop? How do you build this intelligence around them that is constantly learning and growing on its own? And I think that's going to b…”
Malde: In legal AI, getting 80% of the way there is zero
“For a field like legal, like getting 80% of the way there is the same thing as zero.”
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.”
Malde: Direct user modifications, not binary feedback, drive effective AI continual learning
“I think when people think about, like, online learning, continual learning, they'll first think of, like, accept, reject, or thumbs up, thumbs down, like some of those, like, kind of binary signals. It turns out that that's actually, like, very noisy. You can …”
Malde: Standard reinforcement learning is broken for continual learning
“RL, it's still taking all of this kind of Useful information from the real world, like I mentioned, all the corrections and everything, and putting it into just one number. Which is really broken.”
Malde: Nobody Scaled SDPO to Real-World Cases Before Trajectory
“It's been done in a lot of academic cases, but no one's actually been able to scale it up to real world use cases.”
Malde walked away from $2B DeepMind acquisition to found Trajectory.ai
“Obviously the acquisition was for two billion dollars and went over to DeepBind, and then I decided to give up all the acquisition money to start trajectory.”
Malde: NVIDIA Nemotron is drastically cheaper and faster than frontier models
“The really cool part is Nemetron is a drastically cheaper and faster model than the frontier.”
Trajectory: Continuous LoRA cuts training wall-clock time in half for two concurrent jobs
“We ran this on several different scale up of experiments, and you can see that across the board, even as you scale up experiments, so like two concurrent jobs were able to cut the wall clock time in half.”