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 4 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
Sacks: DeepSeek's compute cluster costs over $1 billion
“You add up the cost of a compute cluster with 50,000 plus hoppers, and it's going to be over a billion dollars. So this idea that you've got this scrappy company that did it for only six million, just not true. They have a substantial compute cluster that they…”
Huang: NVIDIA Hopper performance improved 4x through post-launch software gains
“Hopper improved in performance by us and others by a factor of four. In the time that we shipped it.”
Huang: NVIDIA Hopper GPUs retain up to 80% value after one year
“If you look at the residual value of NVIDIA gear right now, Hopper for example, one year later, it's probably about 80%, 75 to 80% of the value, of the original value, and then one year later is another kind of like 65%, and then one year later is like 50%.”