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 9 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 3 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
Feldman: New data centers will consume more power than past 50 years
“What we're talking about now are data centers that are in the next several years going to use more power than the previous 50 years on earth took.”
Feldman: Cerebras chip gains will exceed 2x over next 18 months
“And my view is in the next 18 months will be way over two X.”
Feldman: AI gives humanity a shot at ending cancer deaths
“There's a shot that our children, none of them, nor their people they love will die of cancer.”
Feldman: Small modular reactors probably won't power data centers for 3-4 years
“I think it's both the obviously the right thing to do and probably not the source of data centers for the next three or four years.”
Feldman: Space-based data centers are 8 to 10 years away
“I think it's in the eight to 10 year category, not in the three to five.”
Feldman: Extreme AI demand means no silicon compute goes unused
“Look, I think there is so much demand right now that, that, There is no silicon that will go unused.”
Feldman: Memory market will take 18 months to digest surge, keeping prices high
“And it will take us about 18 months to digest. The prices will stay high.”