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 5 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
AI-Native Startups Are Outspending Large Enterprises on AI Infrastructure
“One really interesting thing that's happening is lots of more AI native companies and newer companies are actually spending more than like bigger enterprises who are maybe not super sure about putting things into production, but we want more of them.”
Consumer Demand for Top AI Models Has Increased Inference Costs 100X
“Instead of models getting cheaper, yes, maybe the running the same model got cheaper. But people trained much bigger models that are much more expensive to run now, and people expect to use the best model. So running inference in general, maybe a hundred X in …”
Fal: Company avoids sales quotas and pays full OTE
“One thing now we are experimenting, maybe we can do shorter term quotas, meaning maybe quarterly or monthly quotas rather than yearly, whereas it's more predictable, you can course correct if something changes, but right now we are also not, not doing quotas. …”
Yurtseven: Generative media AI represents a distinct market from general AI models
“Everyone pretended, oh, all AI models is the same market, you know, same companies will be running all the models, but also we identified early that the buyers of these models are going to be very different. Therefore, this is going to be a completely differen…”
Yurtseven: Fal Recruits Researchers via Open Compute Grant Projects
“Most of the people we hired for that research team is through our research grants program. So we, it's open invitation. You can basically just send us an email with a project you have in mind, and we care about, let's call it efficient AI. It's either efficien…”