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 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

Assertion Not checkable as stated
Davis: NVIDIA H100 GPU utilization is 25% or lower
“By many measures, utilization of these, even H-one hundred systems are kind of state-of-the-art, the most viable, the most precious, et cetera, Is, in my case, it's 20%, 25% or lower, according to some you know, pretty high quality data I've seen from some gre…”
Jared Quincy Davis Aug 22, 2024 ▶ 28:13 No Priors Ep. 77 | With Foundry CEO and Founder Jared Quincy Davis
Assertion Supported
Polosukhin: Repurposed crypto mining GPUs cannot meet frontier AI training needs
“The challenges, the GPUs there are like, not the ones that AI folks want to use, right? Like kind of all the AI is really zeroed in on like, how do we get a 100 or H 100 and the GPUs that like folks used for Ethereum mining and like similar is like older ones …”
Illia Polosukhin Sep 14, 2023 ▶ 21:55 No Priors Ep. 32 | With NEAR’s Illia Polosukhin
Assertion Supported
Running inference on an eight-GPU H100 system costs half a million dollars
“I mean, people using. Eight h, 100 to do inference on a big model. I mean, that's. Half a million dollars.”
Andrew Feldman Sep 7, 2023 ▶ 23:19 No Priors Ep. 31 | With Cerebras CEO Andrew Feldman
Assertion Not checkable as stated
Srivastava: Securing H100s still requires weeks of provider negotiations and escalations
“I think customers are still struggling with availability for the most premium chips. And I think, you know, whether that's eight, 108, 100, I think even when there is availability, you're oftentimes looking for like three to six weeks of negotiating with cloud…”
Tuhin Srivastava Mar 21, 2024 ▶ 32:24 No Priors Ep 56 | With Baseten CEO and Co-Founder Tuhin Srivastava
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