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 9 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 already has frontier AI and cannot be stopped
“My opinion, and I think you share this, is China already has frontier AI. Huawei is already there. We have demonstrable evidence of that. And their models are already there. Arguably, their open source models might even be in front of the United States at this…”
Gerstner: The US should sell AI chips to China to protect the CUDA ecosystem
“Are we better off selling to those countries, those companies, keeping companies like ByteDance and Tencent, et cetera, in the CUDA ecosystem, rather than allowing all of that data, all of those profits to flow right into the Huawei ecosystem and benefit the C…”
Gerstner: US diffusion rules guarantee global adoption of Huawei AI chips
“And it almost guarantees a Huawei level belt and road initiative around the world. And the world's going to run on Huawei AI chips, which gives them then the demand That they need to build a frontier AI chip.”
Gerstner: US Export Controls Probably Caused Huawei's Rapid Tech Catch-Up
“The export controls on, on, on, on China probably is what caused Huawei to catch up so quickly.”
Gerstner: Huawei AI chips already surpass Nvidia's H20 performance
“And we just unilaterally disarmed around that in a way that doesn't even advantage us against Huawei because their chips are already surpassing the H.”
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 …”
Gerstner: US AI Export Rules Will Help Huawei Dominate Global Markets
“This diffusion rule will make it hard for us to get chips to Saudi Arabia, to the UAE, to India, to, you know, our friends in, in Southeast Asia, and it makes it hard through this regulatory capture that some of the US CSPs put in place, you know, all these ho…”
Gerstner: Chinese AV developers are three years behind Tesla FSD
“She said, you know, they're still catching up to FSD 11. Now remember, FSD 11 was, so they're like three years behind on full self-driving. Those were still the deterministic models before the big breakthrough of 12.3.”
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…”