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.

clear all ✕

why aren't all 3 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

Assertion Supported
Palihapitiya: Shell companies route Nvidia GPUs into China to bypass controls
“I think what you will find is a whole raft of companies that were stood up to buy these Nvidia GPUs to essentially act as a way station for China.”
Chamath Palihapitiya Apr 19, 2025 ▶ 16:34 Trump vs Harvard, Nvidia export controls, how DEI killed Hollywood with Tim Dillon
Prediction Not checkable as stated
Baker: $1B in smuggled Nvidia chips won't alter US-China AI race
“A billion dollars worth of GPUs. It's not enough to really move the needle, you know, even if they are Blackwell's the latest and greatest, you know, it's better than having none if you're China. But I mean, it's just, you know, it's not like a 10, twenty bill…”
Gavin Baker Aug 9, 2025 ▶ 1:29:40 OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis
Disclosure
Intrator: CoreWeave's software and infrastructure sit directly above NVIDIA GPUs and below AI models
“When you're thinking about what we do, we kind of live above the NVIDIA GPUs, but below the models.”
Michael Intrator Mar 23, 2026 ▶ 6:13 Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN
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