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.

clear all ✕

why aren't all 3 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
Dan Fu: Deployed AI models lag cluster infrastructure by 1–2 years
“The models that we see today that we can play with today have been pre-trained on clusters that were built out a year or two ago. Because, you know, you need enough time to get the cluster running. You need enough time to do the large pre-training run. And the…”
Dan Fu Jan 22, 2026 ▶ 21:26 The End of GPU Scaling? Compute & The Agent Era — Tim Dettmers (Ai2) & Dan Fu (Together AI)
Insight
Dan Fu: Junior engineers using AI agents communicate better and level up faster
“When they are really gung ho about understanding and being able to use the AI agents, there's, they're able to communicate so much better than in the olden days. They're able to level up their level of understanding a lot faster.”
Dan Fu Jan 22, 2026 ▶ 49:34 The End of GPU Scaling? Compute & The Agent Era — Tim Dettmers (Ai2) & Dan Fu (Together AI)
Insight
Dan Fu: Proper speculative decoding yields 2x to 3x model speedups
“So if you do the speculative decoding right, you can get, again, two X, three X speed ups over, over, you know, just running a vanilla model.”
Dan Fu Jan 22, 2026 ▶ 57:34 The End of GPU Scaling? Compute & The Agent Era — Tim Dettmers (Ai2) & Dan Fu (Together AI)
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