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 7 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
Goode: NVIDIA Invested in CoreWeave, Which Used the Capital to Buy Chips
“They have become a major investor in CoreWeave, and then CoreWeave is using that money to buy NVIDIA chips.”
Goode: CoreWeave uses Nvidia investment money to buy Nvidia chips
“They're at the point where they have become a major investor in CoreWeave, and then CoreWeave is using that money to buy NVIDIA chips.”
Intrator: NVIDIA invested $350M across two rounds while CoreWeave raised $25B
“NVIDIA has made two investments in CoreWeave. They made an investment of a hundred million dollars. And then they made an investment of and that was early, that was in the B round, I believe. .
Brian Venturo: At a two billion dollar valuation.
Michael Intrator…”
Google is quietly routing OpenAI's cloud compute contracts through CoreWeave
“OpenAI is contracting Google for Cloud Compute. Google is contracting CoreWeave to serve that compute.”
Intrator: Google is building $50B in infrastructure while buying external capacity
“Google went out and just You know, released a press release where they're building fifty billion dollars worth of infrastructure while they're still buying from everyone else they can. Microsoft is building internally, and they're buying from lots of other pla…”