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 2 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

What-if
Ross: OpenAI and Anthropic revenues would double with double compute
“If OpenAI were given twice the inference compute that they have today. If Anthropic was given twice the inference compute that they have today, within one month from now, their revenue would almost double.”
Jonathan Ross Sep 29, 2025 ▶ 0:28 Groq Founder, Jonathan Ross: OpenAI & Anthropic Will Build Their Own Chips & Will NVIDIA Hit $10TRN · 20VC with Harry Stebbings
What-if
Ross: I would have mocked Musk's OpenAI bid using a Twitter $420 joke
“I would have probably said instead of whatever he said about nine billion, I would have said, yeah, I'm going to take Twitter public at 420 dollars a share.”
Jonathan Ross Feb 17, 2025 ▶ 1:15:22 Jonathan Ross, Founder & CEO @ Groq: NVIDIA vs Groq - The Future of Training vs Inference | E1260 · 20VC with Harry Stebbings
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