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
Gurley: DeepSeek bypassed Nvidia's CUDA framework for low-level optimization
“One, it's validated now that they went around CUDA, and I just think that's interesting.”
Bill Gurley Feb 5, 2025 ▶ 6:45 DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Assertion Supported
Gerstner: NVIDIA's CUDA library has over 300 industry-specific acceleration algorithms
“The CUDA library now has over 300 industry specific acceleration algorithms, right? Where they deeply learn the industry, right? So whether this is synthetic biology or this is image generation, or this is autonomous driving, they learn the needs of that indus…”
Brad Gerstner Oct 13, 2024 ▶ 6:29 Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
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