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 29 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
Over 25% of new code at Google is AI-generated
“Sundar Pashai said, you know, more than a quarter of all code written at Google is now generated by AI before it's reviewed and accepted by engineers”
Turck: Google invented the Transformer but is playing catch-up
“So in GPT, which stands for generative pre-trained transformers, the T is a transformer architecture that was actually Developed at Google, and the irony is that Google is playing catch-up to Microsoft and OpenAI right now because OpenAI accelerated the develo…”
Volpi: Google and Azure partner with OSS creators to counter AWS
“And then the other thing that you do As a business is you partner with Google and Azure who, because they're pretty far behind Amazon, they're more than happy to have the original item and to pay you something for the privilege of running your version.”
Gomez: Google quickly integrated Transformer architecture into Search and Translate
“No, they jumped all over it. So it went to production inside of search, inside of translate, like the existing product suite. And so they, to say that they didn't adopt the transformer architecture would not be correct.”
Evans: Google and Meta delayed LLMs in 2022 due to high error rates
“This is why Google and Meta didn't launch their own LLMs in twenty-twenty-two when they had them as well, because they looked at them and said, well, they're wrong too much.”
Google's $2.7B Character.AI deal was the largest acquihire ever
“And, you know, we also had the biggest acquihire of all time. So for those of you who don't know, 2.7 billion dollar acquihire by Google of the Character AI founders who, funny enough, were already at Google before they went to start Character AI.”
Big tech and AI companies are driving a U.S. nuclear revival
“But yeah, in 24, it turns out that big tech companies and AI companies are the ones driving this, Revival of nuclear power with, you know, Microsoft entering into a deal with Constellation to revive Three Mile Island, which was the site of the last nuclear acc…”
Google, Facebook, Microsoft, and OpenAI used Reddit data for AI models
“Google, Facebook, Microsoft, and OpenAI all used Reddit's data to train their conversational AI models.”
Bloom: 95% of production machine learning code is just glue code
“Algorithms are important, but 95% of all machine learning code in production is actually just glue code. It's connecting all of these different pieces together.”
Katti: Many OpenAI chip team members previously designed Google TPUs
“They have, many, many of the team have designed TPU chips at Google in the past.”
Evans: Big Tech data center spending will exceed $300B this year
“Google, Meta AWS, not Amazon overall, AWS only, and Microsoft spent about two hundred twenty billion dollars building data centers last year, and will spend about 300, maybe over 300 this year, depending on where their numbers come out.”
Meta, Google, and Amazon on track for $200B in AI capex
“The three top companies, MetaGoogle and Amazon, are on track to invest two hundred billion in AI infrastructure this year.”
Amazon spiked cloud CapEx 18 months before Google and Microsoft
“Amazon Spiked almost 18 months before Google and Microsoft did, so they must have seen some of these inference workloads coming.”
Google's generative search queries initially cost 10x more than standard queries
“Well, Google, when they initially released search, their generative search experience, the cost to serve a query was 10 X a standard one.”
Evans: Predictions that only tech giants had enough AI data were wrong
“And this is clearly what happened with the last wave of machine learning. There was a brief moment where people said it needs all this data. Only Google's got all the data. There's going to be, like, three people who've got enough data to do AI, and that turne…”
Flatiron raised $138M from Google, its largest healthcare deal
“We, we've raised about a hundred and thirty eight million dollars from Google. We're their largest healthcare investment to date.”
Tan: Google generates $55B annually due to its search data lead
“They make fifty-five billion dollars a year, because they have so much data by being the number one search engine.”
In 2014, Google generated $30 per user annually versus Facebook's $6
“Google makes about 30 bucks a year per user. Facebook is doing a little bit worse. They're at six dollars per user”
Tasso Argyros's Stanford advisor was the first investor in Google
“My advisor at Stanford was the first investor at Google, right?”
Zeghidour: Most of Google's audio AI models were built in Paris and Zurich
“A lot of the current audio generative models of Google, a global company, obviously were developed between Paris and Zurich. Actually most of it.”
Kimball: Google ran over 1,000 MySQL shards for a decade before Spanner
“Google didn't replace that system with Spanner, I think for almost 10 years. So by that time it had gotten to a thousand plus shards of MySQL.”
Google-built Kubernetes is the standard across all cloud vendors
“Kubernetes clearly which was built by Google, is the standard now for doing this”
Delangue: Google called transformer adoption one of its biggest changes ever
“Google did a lot of PR a few months ago saying that moving to these new transformer models has been one of the most impactful changes that they'done over the last five years, if not since the beginning of Google.”
Google runs AdWords across five data centers to guarantee fault tolerance
“This isn't just sort of a, you know, a random example. This is how Google runs their AdWords system. With five data centers, and the reason is that you can actually have a planned maintenance on a data center, and actually have an unplanned, ah, outage on anot…”
Microsoft, Google, and IBM build computational services on Jupyter
“Many, many companies are actually building on top of this platform, ah, to build out, ah, computational services, including Microsoft, Google, IBM, Continuum analytics and more.”
Google and Bing source their drug knowledge panels from FDA and HHS
“If you use a major search platform Google, or Bing, or others, and I guess a major search platform and you put in a drug name you'll see in the knowledge box, or knowledge panel, or something like that, you'll see a bunch of information, and sourced will be th…”
Gourley: Google includes Wikipedia on page one for 85% of common searches
“Google actually returns Wikipedia 85% of the time with the most common searches on the first page.”