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

Assertion Partly supported
Helberg: DeepSeek lied about compute capacity and distilled ChatGPT weights
“The main takeaways of how DeepSeq achieved the performance its performance was Incremental efficiency gains. They lied about their compute capacity because they have a billion dollar cluster, and they distilled ChatGPT's model weights.”
Jacob Helberg Aug 28, 2025 ▶ 23:52 No Priors Ep. 129 | With U.S. Under Secretary of State (E) Designate Jacob Helberg
Assertion Supported
Patel: DeepSeek inference requires 160 GPUs and $10 million per replica
“Like the DeepSeq implementation of inference is like a 160 GPUs or something like that, like that's over ten million dollars of Hardware. And then that's just one replica.”
Dylan Patel Aug 14, 2025 ▶ 5:48 No Priors Ep. 127 | With SemiAnalysis Founder and CEO Dylan Patel
Assertion Contradicted
Krishnan: DeepSeek Preceded Anthropic and Google in Releasing Reasoning Models
“DeepSeq was the only reasoning model, which was not open AI. So I don't think Claude had come out of the reasoning model yet. I don't think Google had yet. It was the only non-open AI reasoning model.”
Sriram Krishnan Jul 31, 2025 ▶ 4:46 No Priors Ep. 125 | With Senior White House Policy Advisor on AI Sriram Krishnan
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