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 2 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
Madra: The three fastest AI inference companies are not NVIDIA
“The three fastest companies in inference right now are not Nvidia.”
Sunny Madra Oct 13, 2024 ▶ 22:47 Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Disclosure
Gerstner: Investment Banks Are Actively Gauging Buy-Side Interest for Upcoming Tech IPOs
“I'm on the buy side. So when Goldman or Morgan Stanley want to sell one of these things, our phone rings. And they want to check market conditions. They want to check what we're thinking, you know, and then eventually you know, the roadshow occurs, et cetera. …”
Brad Gerstner Mar 21, 2025 ▶ 38:37 NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod
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