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 9 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
Guo: Microsoft's Inflection Deal Is a Strategic Hedge Against OpenAI Reliance
“Now, they're clearly still working with OpenAI, given, like, direct statements from both companies and the Stargate Data center effort, but it's also hard from the outside not to see this as somewhat of a hedge, right? Not in a criticism of OpenAI, but you kno…”
Everyone will have a personal AI within the next few years
“Building on all of that, we think that Pi, I think that everyone in the next few years is going to have their own personal AI, right?”
Inflection AI achieves state-of-the-art performance on major non-coding benchmarks
“We run. Some of the largest language models in the world. We have state of the art performance across many of the main benchmarks with the exception of coding, because we don't have PI generate code and it's not a priority for us.”
Hoffman: Inflection is the only serious team building personal AI companions
“And as far as I can tell, I mean, you know, you guys are both highly active AI investors. I think, you know, on that path, we're the ones, you know, who are most like of the serious teams. We're the ones who are dedicated to that path versus other paths.”
AI scaling and architectural efficiency will advance simultaneously
“Scale, building larger models is definitely going to deliver returns. We're obviously pursuing that. We have one of the largest supercomputers in the world you know, and at the same time, we're going to see much more efficient architectures, which are going to…”
Twelve-week OKR cycles fail; six-week cycles maximize accountability and engagement
“And I found that most people make up the second half of their okay hours anyway, and a 12 week cycle is just too long and BS. So like six weeks is actually perfect and it creates a lot of accountability and a lot of fun.”
Frontier AI training compute grew nine orders of magnitude in nine years
“Over the last decade, the amount of compute that we've used to train the largest models in the world has increased by an order of magnitude every single year. So I went back and had a look at the Atari DQN paper that we published in. And that used just two pet…”
Hoffman: Every individual will have their own personal AI companion
“And so one of the things we came to was every individual will have a personal intelligence, a pie that's for them. Right? That's for Sarah, that's for Elad, that's for Reed, and helps you navigate whatever the particular version of your life is, right?”
Inflection's Pi will soon access real-time web content and citations
“And you know, the other thing is that quite soon it will have the ability to access real time content in the web. So it'll be able to, you know, sort of look up the weather and news and Other kind of fresh content like sports results or provide citations and, …”