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 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
Patel: NVIDIA maintains 75% gross margins compared to AMD's 50%
“I make a 75% gross margin as NVIDIA AMD sells their GPUs for 50% gross margin”
Lisa Su: UALink and UEC prove AI competitors can unite around open standards
“The Ultra Accelerator Link and Ultra Ethernet Consortium are great examples where competitors and peers can come together and say, you know what, we're gonna adopt open standards and we're each gonna innovate on top of that, and you know, those are, you know, …”
Mo: Major chipmakers use vLLM as an internal benchmark
“And additionally, VLM also work closely with all the hardware vendors. So that means across like NVIDIA, AMD, Google, and Amazon, Intel, and a lot more, their newest chip will make sure VLM can run on them. And then a lot of cases they use VLM as a benchmark t…”