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 3 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

Assertion Contradicted
Feldman claims Cerebras is the only pure-play AI public company
“But what we did know was that we had a chance to be the first and only AI peer play in the entire market. There's only one, and that's us.”
Andrew Feldman May 26, 2026 ▶ 54:34 Cerebras CEO on the Future of Data Centres, Token Costs & Memory | Should US Companies Sell to China · 20VC with Harry Stebbings
Assertion Contradicted
Feldman: Cerebras deployed more exaflops than anyone except Nvidia and AMD
“We, we've deployed tens of exaflops of compute vastly more than anybody else that, that, that isn't AMD or NVIDIA, right?”
Andrew Feldman Mar 24, 2025 ▶ 49:55 Andrew Feldman, Cerebras Co-Founder and CEO: The AI Chip Wars & The Plan to Break Nvidia's Dominance · 20VC with Harry Stebbings
Assertion Contradicted
Feldman: Cerebras added five US data centers in 2025
“We added five this year in the US to add more data centers, and we have more big ideas.”
Andrew Feldman Oct 6, 2025 ▶ 2:40 Cerebras CEO, Andrew Feldman on Why Raise $1BN and Delay the IPO & Why NVIDIA’s Worried About Growth · 20VC with Harry Stebbings
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