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 16 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
Nvidia Conceals Massive Chip Field Failure Rates to Keep Customers Waiting
“You don't talk about the field failure rate of your products, which are massive. Rather you sort of keep talking about the future in an effort to convince people to wait, to make a good decision rather than go with technology that's, that that's better and pre…”
Elon Musk and Tesla Failed at Building Wafer-Scale Chips for Dojo
“And after we did it Elon tried Dojo and they failed.”
Feldman: Nvidia Has Zero CUDA Software Lock-In for AI Inference
“In inference, it's not real at all. There's no CUDA lock-in in inference. None. Well, you can move from OpenAI on an NVIDIA GPU to Cerebrus to Fireworks Service on something else to Together to perplexity with 10 keystrokes. I mean, anybody who actually uses A…”
Pishevar: Bill Gurley hired PIs and met weekly to oust Travis Kalanick
“We found out in our investigation that he hired Some private investigators had weekly meetings about how do we get rid of Travis.”
Pishevar: Benchmark Hired Private Investigators Against Naval Ravikant
“There's a history of VCs who have done this type of thing and in Benchmark's case, they did it against Naval. They hired private investigators and Naval Ravikant. He had a company called eGroups, and he got thrown out of it.”
McCabe: COVID mRNA vaccines were harmful while traditional treatments worked
“During COVID, it turned out that these gene therapies were really bad for you, and that these traditional treatments were really, really helpful. Don't slap your face like I shouldn't have said that, because it's fucking true.”
Shaun Maguire claims Iran has recently obtained nuclear weapons
“Allegedly they have just recently obtained nuclear weapons.”
Asparouhov: Benchmark cornered Travis Kalanick in a hotel room after mother's death
“Travis committed no crime and they, you know, sort of ousted him despite the fact that, you know, they actually didn't necessarily, you know, have the legal control to do so. They just cornered him in a hotel room, you know, two days after his mother had passe…”
Cohen: Nobody will use Concur, Amex GBT, or Salesforce by 2028
“In five years from now, nobody is using, going to use Conquer and Emacs. Nobody, by the way, nobody is going to use Salesforce.”
Fabrice Grinda predicts UBS and Credit Suisse are too big to bail
“They're too big to bail. So it's not too big to fail. They're too big to bail. They're so big. They're bigger, the Swiss government does not have the underwriting power to underwrite it, and I could see them failing and bringing down Switzerland with them, and…”
Tenev denies Robinhood colluded with hedge funds to restrict meme stock trading
“The idea that somehow the most wrong thing was this allegation of collusion that we're somehow colluding with hedge funds that we have no business relationship with to somehow restrict buying of these stocks. Yeah, I think that was just wrong.”
Laqua: Employees taking weekends off have no place at Corgi
“If your days off happen to be Saturday and Sunday every week, then you will not have a place at Corgi.”
San Diego Persian Jewish dentist was killed without media coverage
“A Persian Jewish dentist who my family knows in San Diego was literally stabbed to death by a former patient named Mohammed, like just randomly, like it was not reported and it was not reported as a hate crime, et cetera.”
ByteDance Will Delay TikTok Action Until After the US Presidential Election
“Likely, and I have no inside information here, I think ByteDance waits for the election, because they presume that Trump could get bought off by investors since, you know, he's a coin-operated person in his entire life, not just as in his presidency.”
Rabois: No $100 billion European tech company has been created since 1990
“There hasn't been a hundred billion dollar European company created since 1990.”
Cyan Banister: San Francisco DA Chesa Boudin refuses to prosecute crimes
“We have a DA, Chesta, who will not prosecute crimes. I just found out yesterday a friend of mine whose house was burglarized. The perpetrators were let out of San Quentin for COVID. They robbed his house, almost kicked in the door of his neighbor who had a chi…”