The Ledger
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why aren't all 7 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
Chamath: OpenAI is diversifying inference hardware across AMD, Nvidia, and Cerebras
“What I can tell you is that OpenAI is aggressively trying to diversify so that they have multiple paths Of inference available. They have a huge deal with AMD. They have a huge deal with Nvidia. They now have a huge deal with Cerebris.”
Jason Calacanis: AMD granted OpenAI warrants for 160M shares
“AMD granted OpenAI warrants And that's interesting for up to a hundred and sixty million shares or 10% of the companies.”
Calacanis claims OpenAI committed to 6 gigawatts of AMD GPUs
“OpenAI committed to purchasing six gigawatts worth of AMD's next-gen GPUs.”
Lisa Su: AMD produced its first 4nm chips at TSMC Arizona
“We've been very early in Arizona with TSMC, and we did get our first chips out they're actually four nanometer”
Feldman: Intel and AMD captured zero market share in mobile chip compute
“Share changed when cell phone compute emerged, and Intel and AMD who had fabs and the best architects got zero share, and it all moved to ARM.”