The Ledger
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why aren't all 3 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
Gurley: Nvidia Agreed to Buy CoreWeave's Unsold Compute Capacity
“One of the more peculiar of all the deals is, and this was disclosed in a CoreWeave filing, was NVIDIA has promised to buy any of CoreWeave's service availability that they can't sell to anyone else.”
Patel: Cisco was fueled by speculative debt whereas NVIDIA is cash-backed
“Cisco's revenue, a lot of it was funded through private-slash-credit investments into building out telecom infrastructure, right? When we look at NVIDIA's revenue sources, very little of it is private-slash-credit, right? And in some cases, yes, it's private-s…”