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 4 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
Lessin: Enterprises are pausing AI spend increases due to DeepSeek efficiency
“We've done a lot of reporting at the information about businesses that sort of say, you know, we're not increasing our spend right now because we're getting efficiency gains from deep seek and all these other models.”
Sam Lessin: Nvidia lost $600M in market cap post-DeepSeek
“Our guess was 10%, and we guessed three hundred million. It was actually closer to six hundred million.”
Morin: DeepSeek's paper unifies fine-tuning and optimization in one RL equation
“They do have this one part of one of the papers that talks about a unified paradigm around reinforcement learning, which is pretty cool. They've got a Very beautiful piece of math that kind of brings together all these different fine tuning and optimization te…”