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 ✕

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

Prediction Didn’t hold up
Ives: NVIDIA will reach $4 trillion market cap in 3-6 months
“I think you're looking at four trillion dollar mark cap again in the next three to six months. I mean, that's, I think them and Apple, they battle it out for that finish line to get the four trillion.”
Dan Ives Oct 23, 2024 ▶ 35:46 The Apple Paradox, Trump’s Impact on Markets, NVIDIA Demand — With Dan Ives and Stephanie Link
Assertion Contradicted
Kantrowitz: Nvidia Now Exchanges GPU Hardware Directly for Equity in Startups
“They have this new approach with startups where they're like, all right, if you want GPUs, we'll take a chunk of your company and we'll deliver the hardware.”
Alex Kantrowitz Aug 3, 2026 ▶ 33:13 Leopold Blows Up, OpenAI Drastically Cuts Prices, Microsoft’s Best Day
Prediction Didn’t hold up
Roy: Trump will comment on NVIDIA-Anthropic chip smuggling feud within days
“I think I'm convinced Trump is going to address this one. I'm making the call right here in the next three to four days because it's just too perfect.”
Ranjan Roy May 5, 2025 ▶ 54:08 The ‘AI-First Company,’ Big Tech Mega Earnings, NVIDIA vs. Anthropic
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