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 56 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
Calacanis: CoreWeave operates 32 data centers with 250,000 NVIDIA GPUs
“They've got 32 data centers with 250,000 NVIDIA GPUs.”
Friedberg: Broadcom grew 8x and Nvidia 20x while Intel dropped 70%
“Well, what's really interesting is that in the last five years, the market cap's grown by eight X, Nvidia's grown by 20 X, but, you know, Intel over the last five years is what, down 70%?”
Calacanis: Nvidia briefly surpassed Apple in market capitalization
“Actually today, NVIDIA passed Apple for a moment in time.”
Jason Calacanis: Nvidia Q2 net income rose 843% year-over-year to $6B
“Q two net income. Six billion dollars up 843% year over year.”
Jason Calacanis: Nvidia Q2 revenue reached $13.5B, up 101% year-over-year
“Q two revenue, 13.5 billion. Up a 101% year over year. That's extraordinary on that large of a number, but up 88% quarter over quarter.”
JCal: Seven tech stocks drive most of 2023 stock market gains
“Seven stocks make up the mo- most of the gains this year. Meta, Tesla, Nvidia, Amazon, Alphabet, Microsoft, and Apple.”