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 4 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
Patel: Every semiconductor company except NVIDIA is terrible at software
“I would say every semiconductor company in the world sucks at software except for NVIDIA, right?”
Patel: AMD lacks software talent and refuses to fund internal GPU clusters
“AMD is really good, but they're missing software. AMD has no clue how to do software, I think. They've got very few developers on it. They won't spend the money to build a GPU cluster for themselves so that they can develop software.”
Patel: Wall Street hyperscaler CapEx estimates are far too low
“I think when you look at the streets estimates for capex, they're all far too low.”
Patel: NVIDIA's primary differentiation comes from deep supply chain integration
“I would say for differentiating, NVIDIA has primarily focused on supply chain things, which, you know, might sound like, oh, well like, yeah, they're just like ordering stuff. No, no, no, no. You have to work deeply with the supply chain to build the next gene…”