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 14 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
Feldman: xAI leased GPUs to Anthropic because Grok lacked usage
“They had available capacity because the Grok model wasn't used very much. So they had these GPUs that were sitting around and that's a bad idea. And so they sold a whole block of them or released a whole block of them to Anthropic.”
Feldman: Nvidia uses investments to pressure clouds and builders against rival chips
“There are ways for NVIDIA to use their balance sheet to limit competition, right? That if they invest in, in a NeoCloud, right? The NeoCloud is less likely to use a non-NVIDIA chip. If they invest in a model builder there's pressure not to use other people's c…”
Feldman: Cerebras to provide OpenAI over $20B in hardware
“We'll be doing more than twenty billion dollars of hardware with, for them over the next several years.”
Feldman: Cerebras AI inference is 20x faster than competitors
“And we're the fastest, not by a little bit, but by 20 x.”
Feldman: Ending cancer deaths for next generation achievable in 25 years
“Look, I think that we have a chance for our children or the next generation, not only to not die from cancer, but to not know anybody who died from cancer. I think that is a real achievable goal in 25 years.”
Feldman: OpenAI Partnership Informs Cerebras's Chip Designs for Frontier AI
“One of the advantages of our relationship with open AI is we get to see exactly where the frontier is going and we get a chance to roll that into our designs.”
Feldman warns enterprises and nations against depending entirely on Nvidia
“You shouldn't be dependent on, on NVIDIA. You shouldn't be dependent on one model maker. I think that that rarely works out well, right? What you'd like to be as a nation or as a big company is you'd like to have choices. And I don't know if you need to own al…”
Feldman: Five founders is almost always too many for a startup
“Five is, in almost every case, too many founders.”
Feldman: Cerebras IPO created about 1,000 employee millionaires
“At IPO, it was more. It was about a thousand.”
Feldman: Real estate timelines make data center capacity a major industry limitation
“Data centers had historically moved at sort of the speed of real estate, right? Somebody would decide to build a building and two years later after permits and they poured concrete and the building would go up and two years ago nobody cared about AI. All right…”
Feldman: Google TPU Co-Design with Gemini and DeepMind Is a Major Advantage
“One of the advantages Google has is that their TPU can be designed in collaboration with the team building Gemini or the team of DeepMind, and so they can inform their choices back and forth, and that's an enormously powerful thing that is surprisingly relativ…”
Feldman: Cerebras chip is 58x larger but fits standard data center racks
“While we build this sort of super big chip, the chip that's like 58 times larger than any other chip, it goes in a server. It goes in a metal enclosure that's about the size of a fridge for a dorm room, a little fridge, and we put a couple of those in a standa…”
Feldman: Pierre Lamond invested in Cerebras at 84 and joined the board
“There's there was a venture capitalist named Pierre Lamont, and he's now in his nineties. He invested in us at Cerebris when he was in the ripe age of 84. And was on our board”
Feldman: Post-IPO inbounds surged to roughly 80 daily non-work requests
“If you get 80 emails a day of different people asking you for something. That's not work. That's just sort of this range of people who want something of one form or another to meet you, your time, for you to present, for you to donate to their cause, for you t…”