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
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.”
Dylan Patel Sep 22, 2025 ▶ 35:31 Dylan Patel on the AI Chip Race - NVIDIA, Intel & the US Government vs. China
Assertion Contradicted
Patel: China subsidizes its semiconductor industry by up to $200B annually
“They're subsidizing the semiconductor industry to the tune of like, 152 hundred billion dollars a year through SOEs, through CapEx that's not generating revenue, et cetera.”
Dylan Patel Aug 18, 2025 ▶ 39:57 Dylan Patel on GPT-5’s Router Moment, GPUs vs TPUs, Monetization
Prediction Didn’t hold up
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.”
Dylan Patel Aug 18, 2025 ▶ 57:56 Dylan Patel on GPT-5’s Router Moment, GPUs vs TPUs, Monetization
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