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 3 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 3 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
Huang: OpenAI is likely the next multi-trillion dollar hyperscaler
“I think that OpenAI is likely going to be the next multi-trillion dollar hyperscale company. Hyperscale like, ah, like Meta's a hyperscale. Google's a hyperscale. They're going to have consumer and enterprise services, and, ah, they are very likely going to be…”
Patel: Google built rack-scale AI systems with Broadcom in 2018 before NVIDIA
“Google actually did this alongside Broadcom you know, and they did it before Nvidia, right? You know, today everyone's freaking out about, or not freaking out, but like everyone's like very excited about Nvidia's Blackwell system, right? It is a rack Of GPUs. …”