The Ledger

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why aren't all 68 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
Yi Tay: Gap Between Closed AI Labs and Open-Source Is Increasing
“I think the gap is definitely increasing.”
Yi Tay Jan 23, 2026 ▶ 53:49 Captaining IMO Gold, Deep Think, On-Policy RL, Feeling the AGI in Singapore — Yi Tay
Opinion
Yi Tay: IR and RecSys research lags significantly behind NeurIPS and ICML
“Also the IR community and the retrieval community is also like always behind the mainstream. And then now it's just probably gotten even more worse because of ILM and stuff. So, okay, I'm getting into Hottick territory, but it's just, like, certain conferences…”
Yi Tay Jan 23, 2026 ▶ 1:17:23 Captaining IMO Gold, Deep Think, On-Policy RL, Feeling the AGI in Singapore — Yi Tay
Insight
Tay: Frontier AI researchers cannot maintain standard nine-to-five work-life balance
“You cannot be, like, checking out on, like, Friday, Saturday, Sunday, and, like, work at, like, nine to five if you want to, like, Make progress, or like, some people are just so good at detaching, like, ok, like, you know, like, eight pm, I'm not going to, my…”
Yi Tay Jul 5, 2024 ▶ 38:49 The 10,000x Yolo Researcher Metagame — with Yi Tay of Reka
Opinion
Tay: Long context architecture is the future of AI over RAG
“And, yeah, I mean, I think long context is definitely the future, rather than rec. But I mean, they could be used in conjunction, like,”
Yi Tay Jul 5, 2024 ▶ 1:40:05 The 10,000x Yolo Researcher Metagame — with Yi Tay of Reka
Disclosure
DeepMind Abandoned AlphaProof to Run Gemini End-to-End for IMO Math
“We wanted to try to, like, use, actually use Gemini as an end-to-end model. Basically, no, no second system with alpha proof. No second system. In, text out.”
Yi Tay Jan 23, 2026 ▶ 13:38 Captaining IMO Gold, Deep Think, On-Policy RL, Feeling the AGI in Singapore — Yi Tay
Prediction Not checkable as stated
Tay: Most specialized tools will be subsumed directly into model parameters
“Then the most I can see in the future is there'll be a model then that, that is, there's something that really cannot be subsumed by a model. Then you just use a tool or something, right? But my prediction is that I think most things can be subsumed by the mod…”
Yi Tay Jan 23, 2026 ▶ 19:31 Captaining IMO Gold, Deep Think, On-Policy RL, Feeling the AGI in Singapore — Yi Tay
Opinion
Yi Tay: Today's Models Likely Couldn't Invent the Transformer from Pre-2015 Data
“Even today's models, they might not even be able to invent the transformer. Like, if you freeze the time at a certain time, and even you bring the time, I mean, the model is a transformer, so I just say there's no, assuming there's no leakage.”
Yi Tay Jan 23, 2026 ▶ 31:59 Captaining IMO Gold, Deep Think, On-Policy RL, Feeling the AGI in Singapore — Yi Tay
Disclosure
Yi Tay Fixes ML Bugs Automatically Using AI Without Reading Error Traces
“I think AI coding has started to become the point where I run a job, I get a bug. I almost don't look at the bug. I paste it into, like, anti-gravity, and, like, I throw it, that will fix the bug for me. And then I relaunched the job. And, like, beyond, like, …”
Yi Tay Jan 23, 2026 ▶ 37:29 Captaining IMO Gold, Deep Think, On-Policy RL, Feeling the AGI in Singapore — Yi Tay
Prediction Not checkable as stated
Yi Tay: The Architecture That Achieves AGI Will Still Be a Transformer
“It will be a transformer, I think. Like people, it depends on what you call it, but I think unless the paradigm shifts completely, which is, I mean, as a scientist, you cannot like completely say no to like that, this would never happen. But my feeling is that…”
Yi Tay Jan 23, 2026 ▶ 46:26 Captaining IMO Gold, Deep Think, On-Policy RL, Feeling the AGI in Singapore — Yi Tay
Insight
Yi Tay: Gradient descent learning paradigm is AI's bottleneck, not architecture
“It's not architecture itself. That's, that there's a problem that we, that is more of like the learning paradigm itself rather than the architecture itself. I think the architecture is just basically like the interface between the learning algorithm and the to…”
Yi Tay Jan 23, 2026 ▶ 49:07 Captaining IMO Gold, Deep Think, On-Policy RL, Feeling the AGI in Singapore — Yi Tay
Opinion
Yi Tay: The AI Industry Is Stuck in a Transformer Local Minimum
“So now we are like in this local minima of like transformers, everything, everything, right? Maybe it's not easy to like get totally out Of this, because also a lot of people's investment optimization have been done. So the things that play well needs to play …”
Yi Tay Jan 23, 2026 ▶ 50:43 Captaining IMO Gold, Deep Think, On-Policy RL, Feeling the AGI in Singapore — Yi Tay
Insight
Yi Tay: The 'Bitter Lesson' Is Overapplied; Architectural Ideas Fundamentally Matter
“The bitter lesson gets used too much in, like, too conveniently used around, but actually there's also a little bit of a, not a bit, there's also a sweet lesson where it's like, ideas matter.”
Yi Tay Jan 23, 2026 ▶ 52:19 Captaining IMO Gold, Deep Think, On-Policy RL, Feeling the AGI in Singapore — Yi Tay
Opinion
Yi Tay: AI Research Has Not Entered Diminishing Returns on Ideas
“The number of ideas that actually work is not decreasing compared to the last, like, we're not in the era of diminishing returns yet.”
Yi Tay Jan 23, 2026 ▶ 52:53 Captaining IMO Gold, Deep Think, On-Policy RL, Feeling the AGI in Singapore — Yi Tay
Insight
Tay: Newly provisioned GPU clusters are highly unreliable and require node filtering
“Usually when, like, a provider, like, provisions new notes, or they would, like give us... Yeah, it's usually, like, bad, like, dog shit, like, at the start. And then it gets, like, better as you go through the process of, like, returning notes, like, and, you…”
Yi Tay Jul 5, 2024 ▶ 51:07 The 10,000x Yolo Researcher Metagame — with Yi Tay of Reka
Opinion
Yi Tay: Llama 3 shows Meta may have caught up to Google
“So I think I don't really follow, like, fine much, but I think that, like, Lama Tree actually shows that, like, kind of, like, Meta got a pretty, like, a good stack around training these models you know, like, oh, and I've even started to feel like, oh, they a…”
Yi Tay Jul 5, 2024 ▶ 1:21:59 The 10,000x Yolo Researcher Metagame — with Yi Tay of Reka
Assertion Supported
Tay: Zero-shot benchmark scores at 1B model scale are random chance
“Every time some people propose like this, they run like some zero-shot score on like some LM event harness or something like that, and you know like at one B scale, all the numbers are random, basically. Like all your bull kill, they're all like random chance …”
Yi Tay Jul 5, 2024 ▶ 1:46:43 The 10,000x Yolo Researcher Metagame — with Yi Tay of Reka
Opinion
Tay: Mixture-of-Experts is fundamentally the right architecture for scaling
“Fundamentally, I just think that MOEs are just, like, the way to go in terms of, like, floppyram ratio, they bring the benefit from the scaling curve, if you do it right, if you, they bring the benefit from the scaling curve, right, and then, Like, that's, lik…”
Yi Tay Jul 5, 2024 ▶ 1:51:09 The 10,000x Yolo Researcher Metagame — with Yi Tay of Reka
Opinion
Tay: Hugging Face's Open LLM Leaderboard is a major problem
“The open LM leaderboard is, like, probably, like, the, a big, like, Problem, to be honest.”
Yi Tay Jul 5, 2024 ▶ 2:01:39 The 10,000x Yolo Researcher Metagame — with Yi Tay of Reka
Insight
Yi Tay: On-policy RL is more generalizable than imitation fine-tuning
“So I think on policyness is basically this idea of like model training on its own outputs and letting the model like generate its own trajectories and then letting some reward verify it and then the model train its own outputs. I think this is more generalizab…”
Yi Tay Jan 23, 2026 ▶ 5:59 Captaining IMO Gold, Deep Think, On-Policy RL, Feeling the AGI in Singapore — Yi Tay
Assertion Not checkable as stated
Gemini's IMO Model Checkpoint Required Only One Week of Training
“The training process of this IMO model itself was, like, maybe a week or so.”
Yi Tay Jan 23, 2026 ▶ 16:16 Captaining IMO Gold, Deep Think, On-Policy RL, Feeling the AGI in Singapore — Yi Tay
What-if
Tay: Present AI Milestones Would Have Been Viewed as AGI Five Years Ago
“If you just look at the AI progress now and five years ago, I think people would think that we already reached like AGI.”
Yi Tay Jan 23, 2026 ▶ 24:53 Captaining IMO Gold, Deep Think, On-Policy RL, Feeling the AGI in Singapore — Yi Tay
Opinion
Yi Tay: AI model thoughts do not need to resemble human thoughts
“Generally, I'm not really, I don't really believe that model thoughts have to be the same with human thoughts. I'm actually like, generally in ML, I'm more of the school of thought of let the model do whatever it wants.”
Yi Tay Jan 23, 2026 ▶ 34:28 Captaining IMO Gold, Deep Think, On-Policy RL, Feeling the AGI in Singapore — Yi Tay
Insight
Yi Tay: AI Tools Act as a Team Productivity Aura Rather Than Replacing Engineers
“These things are not like going to replace one person as it is, but more like a passive aura that buffs everybody.”
Yi Tay Jan 23, 2026 ▶ 41:54 Captaining IMO Gold, Deep Think, On-Policy RL, Feeling the AGI in Singapore — Yi Tay
Prediction Not checkable as stated
Yi Tay: AI Model Laziness and Edge Flaws Will Disappear via General Scaling
“I don't think there's anything that to be done to specifically like focus fire. These things is more like general capability improvements. The models just get better over time and then these things will just like go away.”
Yi Tay Jan 23, 2026 ▶ 43:04 Captaining IMO Gold, Deep Think, On-Policy RL, Feeling the AGI in Singapore — Yi Tay
Insight
Yi Tay: AI progress is driven by compounding small incremental changes
“I think that it's true that sometimes a lot of progress on the whole is just a series of small incremental changes that, yeah, that push. I think that's accurate. That's true. There's also, it also feels that there's also a lot of like small, like seemingly mi…”
Yi Tay Jan 23, 2026 ▶ 43:54 Captaining IMO Gold, Deep Think, On-Policy RL, Feeling the AGI in Singapore — Yi Tay
Opinion
Yi Tay: The term 'world models' is not well-defined in AI
“I don't think about world models that often. I think because world models are just not really well defined in the first place.”
Yi Tay Jan 23, 2026 ▶ 1:04:03 Captaining IMO Gold, Deep Think, On-Policy RL, Feeling the AGI in Singapore — Yi Tay
Insight
Yi Tay: Data-Bound AI Must Spend More Compute Per Token to Scale
“So if you are, you come to a point where you are Very data bound, but not compute bound at all. You just find algorithms that spend a lot of compute on every token.”
Yi Tay Jan 23, 2026 ▶ 1:05:09 Captaining IMO Gold, Deep Think, On-Policy RL, Feeling the AGI in Singapore — Yi Tay
Opinion
Yi Tay: Top Southeast Asian AI talent requires prominent leadership to unlock
“I feel like the talent we can get from the region is really, really good, but it's only It's only because it's us, we can unlock this talent. Otherwise, might join some other place.”
Yi Tay Jan 23, 2026 ▶ 1:23:10 Captaining IMO Gold, Deep Think, On-Policy RL, Feeling the AGI in Singapore — Yi Tay
Opinion
Yi Tay: AI research benefits from escaping the Bay Area monoculture
“I do think that to some extent, if you want to do research in, you need a little bit of peace and quiet somewhere, right? So this island may be good for that, but then you can, you're still, like, able to, like, be connected, right?”
Yi Tay Jan 23, 2026 ▶ 1:24:26 Captaining IMO Gold, Deep Think, On-Policy RL, Feeling the AGI in Singapore — Yi Tay
Insight
Yi Tay: ML and RL Knowledge Can Be Learned Easily by Engineers
“ML. ML can be learned easily. Our knowledge can be learned easily.”
Yi Tay Jan 23, 2026 ▶ 1:26:12 Captaining IMO Gold, Deep Think, On-Policy RL, Feeling the AGI in Singapore — Yi Tay
Opinion
Tay: Underlying AI research principles have not changed much beyond compute scale
“Fundamentally, I don't think, like, the, like, the stuff has actually, like, the underlying principles of research hasn't really changed that much, except for, like, compute.”
Yi Tay Jul 5, 2024 ▶ 4:52 The 10,000x Yolo Researcher Metagame — with Yi Tay of Reka
Opinion
Tay: ChatGPT's release made task-specific academic NLP research obsolete
“The big thing about the ChatGPT moment of, like, twenty-twenty-two, the thing that changed drastically is, like, it completely, like, it was, like, this sharp, like, make all this work, like, kind of, like, obsolete”
Yi Tay Jul 5, 2024 ▶ 6:26 The 10,000x Yolo Researcher Metagame — with Yi Tay of Reka
Assertion Not checkable as stated
Tay: Google and OpenAI built general models three years before academia
“Places like Google and Meta, OpenAI, we will be working on things, like, Three years ahead of everybody else, and then suddenly, like, then Academia would be, like, still working on, like, these task-specific things.”
Yi Tay Jul 5, 2024 ▶ 7:07 The 10,000x Yolo Researcher Metagame — with Yi Tay of Reka
Opinion
Tay: Academic best paper awards at AI conferences are completely meaningless
“Does best paper awards, like, mean anything? Actually, it doesn't mean anything, right, like, but like, I think that was more of, like, my, Like, where my angst was coming from, right?”
Yi Tay Jul 5, 2024 ▶ 22:03 The 10,000x Yolo Researcher Metagame — with Yi Tay of Reka
Opinion
Tay: Inflection AI is completely gone and effectively defunct
“I wouldn't have left, like, for inflection, or something like that. Like, I mean, inflection is gone now. RIP.”
Yi Tay Jul 5, 2024 ▶ 45:07 The 10,000x Yolo Researcher Metagame — with Yi Tay of Reka
Insight
Tay: The biggest green flag for GPU providers is sharing node failure costs
“If you do it like a, like, compute startup or anything, the biggest green flag would be to share the cause of node failures with, ah, with, ah, your customers, right”
Yi Tay Jul 5, 2024 ▶ 54:08 The 10,000x Yolo Researcher Metagame — with Yi Tay of Reka
Insight
Tay: Encoder-decoders provide 2x parameter capacity at matched FLOPs
“The only big benefit of encoder decoders [4425] Yi Tay: Is that it has this thing called, like, I mean, what I like to call intrinsic sparsity. [4430] Podcast Host: Ok. [4431] Yi Tay: So basically, an encoder decoder with, like, n baramps is, like, basically, …”
Yi Tay Jul 5, 2024 ▶ 1:13:41 The 10,000x Yolo Researcher Metagame — with Yi Tay of Reka
Insight
Tay: Serious AI labs should never release their good evaluation benchmarks
“Serious LMS that create their own evals, and they, a good eval set is one that you don't release. A good eval set is the one that you, like, ok, you release some of it, but, like, it's like, you don't, like, you know, let it be contaminated by the community.”
Yi Tay Jul 5, 2024 ▶ 1:23:05 The 10,000x Yolo Researcher Metagame — with Yi Tay of Reka
Prediction Not checkable as stated
Tay: Multimodal AI architectures will eventually move completely to early fusion
“As early fusion models get more traction, I think the themes will start to get more and more, like, it's a bit like how all the tasks like unify, like from Like, two zero one nine to, like, now it's like all the tasks are unifying, now it's like all the modali…”
Yi Tay Jul 5, 2024 ▶ 1:31:55 The 10,000x Yolo Researcher Metagame — with Yi Tay of Reka
Prediction Not checkable as stated
Tay: Vision models will unify screen intelligence and natural imagery without bifurcating
“I think at the end of the day, like, the models would become, like, I don't see that there will be, like, screen agents and, like, natural images. Humans, like, you can read what's on a screen, you can go out and appreciate the scenery, right? You're not, like…”
Yi Tay Jul 5, 2024 ▶ 1:34:02 The 10,000x Yolo Researcher Metagame — with Yi Tay of Reka
Insight
Yi Tay: Meta's Llama is corporate open weights, not grassroots open source
“To me, Lama Tree is like... Meta has an org that is hypothetically very similar to Gemini or something but they just decide to release the weights It's open weights It's open weights and everything”
Yi Tay Jul 5, 2024 ▶ 1:59:19 The 10,000x Yolo Researcher Metagame — with Yi Tay of Reka
Insight
Yi Tay: Distilled open-source model variants disappeared after failing to climb LMSYS
“When people realize that, like, this, like, turning on the GPT-IV tab and running some DPO is not going to give them the reward signal that they want anymore, right? Then all these variants gone, right? You know, there was this era where there's, wow, there's …”
Yi Tay Jul 5, 2024 ▶ 2:01:00 The 10,000x Yolo Researcher Metagame — with Yi Tay of Reka
Insight
Tay: Researchers can rely on the Twitter algorithm to surface important papers
“You actually don't have to follow anything. If the paper is important enough, the Twitter algorithm will give it to you.”
Yi Tay Jul 5, 2024 ▶ 2:06:14 The 10,000x Yolo Researcher Metagame — with Yi Tay of Reka
Opinion
Tay: Singapore AI research prioritizes paper counts over real-world impact
“I think, to be honest, the research here is, like, in Singapore is just basically, like, they just care about publishing papers and stuff like that and then it's not, like, impact-driven. I think, at U.S., it's mostly focused on impact-driven, and the thing ne…”
Yi Tay Jul 5, 2024 ▶ 2:11:38 The 10,000x Yolo Researcher Metagame — with Yi Tay of Reka
Insight
Yi Tay: Governments cannot artificially manufacture top AI talent ecosystems
“I don't think there's actually much, like, the government can do to, like, influence, like, this kind of thing is, like, a natural, like, organic, natural thing, right? The worst thing to do is probably, like, to create, like, create a lot of artificial things…”
Yi Tay Jul 5, 2024 ▶ 2:15:35 The 10,000x Yolo Researcher Metagame — with Yi Tay of Reka
Opinion
Yi Tay: Reinforcement learning is the primary AI modeling toolset today
“So I think RL is basically the main modeling tool set that we play around with these days.”
Yi Tay Jan 23, 2026 ▶ 4:10 Captaining IMO Gold, Deep Think, On-Policy RL, Feeling the AGI in Singapore — Yi Tay
Disclosure
DeepMind Shipped Full Gemini IMO Config Only to Select Mathematicians
“So the inference time config was like the one serve to most people is different, but And the full IMO, like, inference config was presented, like, shipped to some mathematicians just because of the inference cost, right? But that was good enough to be a genera…”
Yi Tay Jan 23, 2026 ▶ 19:04 Captaining IMO Gold, Deep Think, On-Policy RL, Feeling the AGI in Singapore — Yi Tay
Insight
Yi Tay: 'Reasoning' Technically Just Means Post-Training RL with Thinking Trajectories
“So I think the actual, like, technical definition of reasoning is making models better with thinking and post-training. Ok? Yeah. So basically, like, RL-ing the model to think better.”
Yi Tay Jan 23, 2026 ▶ 33:24 Captaining IMO Gold, Deep Think, On-Policy RL, Feeling the AGI in Singapore — Yi Tay
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