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 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
Dell: AI productivity gains will be far bigger than the PC's
“Oh, it's far bigger. It's far bigger. Yeah, I feel 98% confident that it's far bigger than the PC.”
Dell: Custom ASICs gain share at hyperscalers, but customer count remains small
“I think for the larger model companies and hyperscalers certainly custom ASICs are gaining a lot of share. And when you have control over the workload and you can you know, take the time to optimize your workload you know, that's certainly going to be a part o…”