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 12 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 is the only $10B+ semiconductor company founded post-1990
“It's the only semiconductor company that's worth, you know, I think even north of ten billion dollars that was founded as late as it was. Like MediaTek was in the early nineties and then Nvidia and everyone else is like from the seventies mostly.”
Patel: NVIDIA Lost $20B+ China Revenue from H20 Ban
“Our revenue estimate for Nvidia in China for just H-twenty was north of twenty billion because that's what they were booking in capacity slash had to write off.”
Patel: NVIDIA almost always ships first-pass A0 silicon
“So, like, NVIDIA always ships A zero. Almost always. They sometimes ship A one.”
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”
Patel: NVIDIA will hold over $100B in cash by late 2025
“The cash on their balance sheet keeps growing, and they're gonna have north of a hundred billion dollars of cash on their balance sheet by the end of this year, I think.”
Sacks: Huawei's Cloud Matrix networks 384 chips to match Nvidia rack performance
“Back in April Huawei launched a technology called Cloud Matrix in which they compensated for the fact that their chips individually are not as good as NVIDIA's chips by networking more of them together. So they took 384 of them. Now you use their prowess in ne…”
Andreessen: Nvidia's market cap passed German and Italian stock markets combined
“NVIDIA, the news of the week is NVIDIA, just NVIDIA, just passed the total market cap of both the German stock market and Italian stock market combined.”
Appenzeller: Competitor AI chips match NVIDIA on raw FLOPS performance
“If you look at the pure hardware statistics, so how many floating point operations per second can these chips do? There's others that are very competitive with what NVIDIA has.”
Chen: NVIDIA Advocates End-to-End Deep Learning for Self-Driving Cars
“NVIDIA would have you believe that the path to get to a self-driving car is basically deep learning end-to-end.”
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…”