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
Ramade: Machine Learning Models Cannot Learn Physics Probabilistically
“There are certain rules of the world that we've learned over time that need to be true. It's like gravity is 9.8 meters per second square. You can't probabilistically learn that by watching stuff fall in air and being like, yeah, my ML. No, no. I mean, there's…”
Ramade: Palantir avoided competition by embedding deeply into customer problems
“And I think one of the things Palantir did so well is they were able to go so deep into a customer for so long that they encountered problems that for which there was very little competition for.”
Ramade: Re-spinning an incorrect circuit board adds three months to hardware cycles
“Each time you're like, oh damn, the board was wrong. I need to go and re-spin it. That's like, you're adding three months to the cycle.”
Ramade: Base AI capabilities are becoming commoditized APIs
“Base cognitive functions are just becoming available as an API. So like vision is just going to be available. We shouldn't work on a vision problem, like go fine tune like a Yolo or whatever. VLM is your favorite.”
Ramade: AI Loses Engineer Trust Permanently After Any Obvious Hallucination
“Where AI has struggled is you tell an engineer something obviously wrong. They're never trusting you again. And they shouldn't, honestly, like you want to fly in a safe plane.”
Ramade: Arena uses Nike playbook, targeting top semiconductor makers first
“And if we take the philosophy of we want to be a little like Nike, start by selling it to the Olympic athletes and get everyone to buy it. That was sort of the proving ground. And so we still have a few semiconductor companies, you know, that we're scaling up …”