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 7 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
Chamath: Nvidia will likely compete directly with GCP, AWS, and Azure
“So I think it's likely that Nvidia goes on a full frontal assault against GCP and Amazon and Microsoft.”
Huang: US will produce $500B in AI supercomputers over next four years
“In Arizona and Texas, we will, in the next four years, probably produce about half a trillion dollars worth of AI supercomputers.”
Calacanis: Nvidia will surpass Chinese AI models by end of 2027
“He's going to catch up and blow past China and the Chinese models, I think by the end of 20, 27.”
Chamath: Nvidia will do $350B+ revenue and $200B free cash flow next year
“This thing is going to do 350 plus billion of revenue next year, two hundred billion of free cash flow.”
Gavin Baker: China zero percent likely to build Nvidia rival within five years
“In the next five years, I think zero. I think it's really, really hard.”