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 5 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
Gerstner: China No Longer Depends on Nvidia for AI Inference
“BYD is designing a better car, and CATL is designing a better battery, and their glow, their vertically integrated supply chain around semiconductors no longer is dependent upon NVIDIA for inference. Now they're running inference at DeepSeq on the Ascend nine …”
Gurley: Tariffs on BYD will make Detroit automakers less competitive
“Detroit is not globally competitive anymore, and putting tariffs on BYD's cars is not going to make Detroit more competitive. It's going to make them less competitive, and they're going to fall further behind.”
Gurley: Shenzhen entrepreneurial energy remains high despite reports of startup slump
“A lot of the locals heavily dispute that Financial Times graph that was going around about the number of startups. They said it just mismeasured the whole thing. And so, no, I don't sense that there's any lack of enthusiasm from entrepreneurs in towns like She…”