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 9 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
Cheah: Open Models Now Match Claude Sonnet and GPT-4o Mini
“So, and the, this growing collection of open models includes some of the best models that are already on par or surpass, let's say, Plot Sonnet or even GPT-A for Mini.”
Cheah: RWKV Architecture Could Reduce Inference Costs by 1,000x
“Like this new AI architecture has the potential of reducing inference costs by over a thousand X.”
Cheah: Global AI Market Will Segment into Domestic Sovereign Models
“So they are going to the direction of highly tailored sovereign AI models for the domestic market. And we actually see this happening more and more. So for Cohear, they will service the Canadian market. For the US market is going to be served by OpenAI Entropi…”
Cheah: Long-Tail Fine-Tuned Models Drive 50% of Featherless Workload
“You see, most providers, they only provide, let's say, less than a hundred models. That covers 50% of our inference work. It's the bottom 50% where they run all these interesting fine-tuned models that people came on board for.”
Featherless Targets Startups Burning $100K Monthly on OpenAI and Anthropic
“We also realized that there is a lot of money on the table right now where you can go after the startups that, hey, I just built my entire startup or SMB on OpenAI or Entropic, and I'm burning a 100,000 dollars a month. And I do not know what I was doing. And …”
Featherless Won Multiple Contracts by Exclusively Hosting the StepFun Model
“The step one model is a particularly popular model for us that easily ship several contracts for us on this model alone. And no one else is.”
Cheah: Featherless AI's Largest Customer Pays $1M to $2M Annually
“So currently the biggest will be around one to two million dollars a year, which may sound extremely large, but when you actually peel behind the layers, it only comes to around like five, six of the largest servers you see in the market.”
Featherless Began as Pricing Experiment, Outperforming Main Platform in Days
“And Federalist was meant to be a name pricing experiment. So we gave it a different name, but within the first few days, it became more profitable and more revenue than the original company platform that we were like, I guess we are Federalist now.”