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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 ✕
3statements match
3resolved → 0open claims → 3supported → 0contradicted →

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 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
Oracle Lost Nearly $100 Million Renting Nvidia Blackwell Chips in Three Months
“In the three months that ended in August, Oracle lost nearly a hundred million from the rentals of NVIDIA's Blackwell chips.”
Alex Kantrowitz Oct 13, 2025 ▶ 35:28 AGI or Bust, OpenAI’s $1 Trillion Gamble, Apple’s Next CEO?
Assertion Supported
Josh Brown: Nvidia stated Blackwell chips are sold out for 12 months
“They just told us they sold out of Blackwell chips for 12 months.”
Josh Brown Oct 16, 2024 ▶ 1:07:46 Fear Buying AI & Automation Stocks — With Downtown Josh Brown
Assertion Supported
Garman: Nvidia Blackwell delivers about 2.5x compute performance of H100
“I think we were expecting about two and a half times the compute performance out of the Blackwell chip that you get out of an H-one hundred”
Matt Garman Dec 5, 2024 ▶ 18:02 AWS CEO Matt Garman on Amazon's Big AI Chips Bet, Working With OpenAI, and Nuclear Energy
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