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.

clear all ✕

why aren't all 4 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

Insight
Smulyanski: AI inference demands heterogeneous hardware co-designed for different phases
“Inference Is a very heterogeneous workload, right? Different phases of inference exercise, compute, network, storage, memory bandwidths differently, and so when we look at it makes sense to actually co-design the systems that will opt to, you know, use differe…”
Misha Smulyanski Jul 29, 2026 ▶ 47:35 Multi-GPU Kernels, Intelligence per Watt, Heterogeneous Inference, and More | YC Paper Club · Y Combinator
Insight
Smulyanski: On-die SRAM accelerators excel at LLM decode due to high bandwidth
“The SRA machine basically keeps the entire weight matrix in SRA memory on DAI, so the, you got a lot more bandwidth, right, because it's on chip, right, so you can access, you know bytes over cycles, right, the chip interconnect is also fast, you can go, like …”
Misha Smulyanski Jul 29, 2026 ▶ 55:29 Multi-GPU Kernels, Intelligence per Watt, Heterogeneous Inference, and More | YC Paper Club · Y Combinator
Assertion Supported
Smulyanski: LLM decode workloads remain bandwidth-bound even across large batch sizes
“Pre-fill is generally very compute bound. Right because you basically do, ah, like, attention, ah, you do, ah, ah, a lot of, ah work for, you know, for, you know, all the tokens that you are fetching, right? You can, ah, you fetch the weights while I'm once an…”
Misha Smulyanski Jul 29, 2026 ▶ 51:45 Multi-GPU Kernels, Intelligence per Watt, Heterogeneous Inference, and More | YC Paper Club · Y Combinator
Insight
Smulyanski: GPU throughput drops sharply at low concurrency due to kernel overheads
“The moment that you start basically going to lower concurrency because you want better interactivity and better latency, Right? The performance the throughput drops. And it drops very sharply because all of a sudden you have a lot of, like, smaller kernels, yo…”
Misha Smulyanski Jul 29, 2026 ▶ 59:40 Multi-GPU Kernels, Intelligence per Watt, Heterogeneous Inference, and More | YC Paper Club · Y Combinator
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