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 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
Intrator: CoreWeave raised $35B in 18 months for infrastructure
“CoreWeave, which is a company that many people haven't ever heard of, was able to go out and raise thirty five billion dollars in 18 months to build infrastructure at scale.”
Intrator: CoreWeave created the first GPU-collateralized loan structures
“CoreWeave has really been the innovator around a lot of the financing engines that have come to bear on this. We did the first GPU based loans.”
Intrator: CoreWeave lowered its cost of capital by 600 bps in two years
“When you think about our cost of capital over the last two years, we have dropped our cost of capital by 600 basis points.”
Intrator: Global AI compute demand has exceeded world capacity for four years
“For years now, for four years, the depth of the demand for the service we provide has been relentless and overwhelms the global capacity of the world to deliver enough compute to enable all of the demand for artificial intelligence to be stated.”
Intrator: Prices for older Nvidia A100 GPUs appreciated over the last year
“The A-Hundreds, the Amperes, this year, the price has appreciated through the year.”