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 128 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 7 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
Mensch: Mistral AI will train next-gen frontier models with NVIDIA
“Well, we are announcing that we are going to be training the next generation of Frontier models with NVIDIA.”
Huang: Nvidia is exploring space data center architectures, which will take years
“We're going to explore what is the architecture of data centers look like in space, and it'll take years.”
Loosararian: NVIDIA invested $1B into Skild AI at $14B valuation
“NVIDIA, I think, just put a billion dollars into skilled AI, which is creating the brain for robots. Actually at a fourteen billion dollar evaluation”
Sorkin: RCA was the Nvidia of the 1920s technological boom
“So RCA was like the Nvidia of its time.”
Gerstner: Nvidia trades at lower P/E ratio than at $200 share price
“The reality today is NVIDIA trades at a lower price to earnings multiple than it did when it was 200 dollars a share.”
Haas: Nvidia is an Arm customer rather than a direct competitor
“NVIDIA is a customer of ours, so I'm not gonna say Jensen is my competitor today.”
Pichai: Everyone in the AI industry will attempt custom silicon alongside GPUs
“And I do think, look, I do think everyone in the industry is going to try and do something like that, but, you know, it's you know, NVIDIA's R&D and their ability to,”
Chamath: Nvidia SEC filings show 47% of revenue in China, Singapore, Taiwan
“When you look at the SEC filings for Nvidia and you add up all the revenue, it says that about 47% of the revenue goes to China, Singapore, Taiwan, I think it was.”
Sacks: Nvidia H20 chip has 20% more memory bandwidth than H100
“And if you look at the memory bandwidth on the H-Twenty, it actually has 20% more memory bandwidth than the H-One-Hundred.”
Baker: Lower revenue concentration among cloud hyperscalers strengthens Nvidia's pricing leverage
“Their incremental share of revenue went down and that was nothing but good for NVIDIA because they now have kind of a more fragmented base of buyers who have less power over them.”
Chamath: Broadcom is a $1.12T business that receives little attention
“Is that it is the only trillion dollar company that nobody talks about. Everybody knows Nvidia. Everybody knows Amazon Meta, but Broadcom is a 1.12 trillion dollar business.”
Laffont: Nvidia's Jensen Huang is Silicon Valley's longest-tenured founder CEO
“And you get to back a founder like Jensen at NVIDIA, who many people don't know, but is the longest tenured founder CEO in Silicon Valley.”
Calacanis: Nvidia Q1 revenue reached $26 billion, up 260% year-over-year
“NVIDIA reported earnings for the fiscal Q one revenue was twenty six billion up 18% quarter of a quarter, 260% year over year.”
Friedberg: $22B of Nvidia's $26B Q1 revenue came from data centers
“If you look at NVIDIA's revenue, they did twenty six billion dollars of total revenue in the quarter, twenty two billion of which was data center, and about 40% of that Was from the top four hyperscalers.”
Nvidia reports $22.1B Q4 revenue and 9x net income growth
“Q four revenue, 22.1 billion. That's up 22% quarter over quarter, up 265% year over year. The net income was 12.3 billion, nine X year over year.”
Calacanis: Nvidia's best decades lie ahead and will benefit America
“It's best years, it's best decades are in front of it, obviously. This is going to be a massive boon for not only NVIDIA, but for America, or as I say, America.”
Friedberg: Nvidia is currently trading at 70 times next twelve months EBITDA
“When you look at the valuation of the business, they are currently trading at 70 times The next 12 months EBITDA.”
Chamath: 13Fs show hedge funds and family offices long Nvidia and AMD
“And it turns out if you look at their 13 Fs, they're all long NVIDIA and AMD.”
Huang: Nvidia has 43,000 employees, including 38,000 engineers
“We have 43,000 employees, you know, I would say 38,000 are engineers.”
Huang: Nvidia is a large consumer of Anthropic technology
“We are a large consumer of Anthropic technology.”
Huang: Nvidia has radiation-hardened CUDA hardware deployed in satellites
“We're already radiation-hardened. We have CUDA in satellites around the world.”
Friedberg: Nvidia created $4.2 trillion in market value over 36 months
“NVIDIA, four and a half trillion market cap, that's up from 300,000,000,036 months ago. So this is a company that in 36 months created 4.2 trillion dollars of market value.”
Huang: NVIDIA discloses product roadmaps to partners a year in advance
“We disclose our roadmap to all of our partners a year in advance.”
Sacks: Nvidia NVL server cabinet stands 8 feet tall and weighs 3,600 pounds
“The NVIDIA data center product, NVL-CVII, is this giant server cabinet. It's eight feet tall. It weighs 3600 pounds.”
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.”