The Ledger, every show

Every statement that passed quotation and attribution checks, across all 44 shows. Pick shows below, then mix any filter with any other.

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NO PRIORS Assertion Supported
Mitchell: Nvidia's Blackwell rollout was delayed by heating issues
“When NVIDIA has introduced a couple of new chips first the Samsung HVM there were heating issues back then with Blackwell again, heating issues came up where that delay that rollout was delayed due to due to heating issues.”
Ty Mitchell Dec 12, 2024 ▶ 12:03 No Priors Ep. 93 | With Akash Systems' Felix Ejeckam and Ty Mitchell
NO PRIORS Prediction Not checkable as stated
Mitchell: Power, water, and heat will halt 2x-3x compute scaling cycles
“Where the drive to increased performance. You know, whatever, two to three times every two, three, four years. We're not going to be able to do that just because drawing power and water to the site and then getting the parts to run with this heat buildup, and …”
Ty Mitchell Dec 12, 2024 ▶ 18:00 No Priors Ep. 93 | With Akash Systems' Felix Ejeckam and Ty Mitchell
NO PRIORS Prediction Not checkable as stated
Mitchell: US will onshore fabs and lithography machines
“Yeah, it, the U.S. Will do it. The only question is whether the U.S. Will do it because it has to do it or because it wants to do it.”
Ty Mitchell Dec 12, 2024 ▶ 33:11 No Priors Ep. 93 | With Akash Systems' Felix Ejeckam and Ty Mitchell
NO PRIORS Insight
Mitchell: Materials innovators must build entire systems to convince customers
“When you have a materials level advancement, as the person who has that material level advancement, you really have to make the system to convince people that you have the solution.”
Ty Mitchell Dec 12, 2024 ▶ 5:18 No Priors Ep. 93 | With Akash Systems' Felix Ejeckam and Ty Mitchell
NO PRIORS Assertion Partly supported
Mitchell: Growing synthetic diamonds uses standard semiconductor CVD methods
“It's really no different than growing other other semiconductor materials. If you're growing silicon or silicon carbide or gallium arsenide or indium phosphide, any of these electronic substrates you start with a seed crystal and then you use a typically a, yo…”
Ty Mitchell Dec 12, 2024 ▶ 23:10 No Priors Ep. 93 | With Akash Systems' Felix Ejeckam and Ty Mitchell
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