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 6 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
Patel: Power is less than 10% of total AI cluster cost
“Power is less than 10% of the cost of the cluster. Right? So, so like, it's that 90% you're not saving anything on.”
Patel: Meta licensed all of Midjourney's code, data, and models
“Meta's licensed all of Midjourney's code, data, models.”
Patel: OpenAI's 750MW deal is small compared to 16GW 2028 target
“So the OpenAI deal is like for seven 50 megawatts, it's not that much capacity. On the order of like what OpenAI has talked about, you know, by the end of 28 they'll be at like 16 gigawatts.”
Patel: Google is splitting TPU production between Broadcom and MediaTek
“Yeah, so, so for the longest time Google's had, ah, one main line of TPUs, right? All made by Broadcom, and then sort of next year they've diverged it, right? Where Broadcom makes a TPU, ah, and MediaTek makes a TPU. These two TPUs are focused at different thi…”