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 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

Assertion Supported
Brockman: Nvidia H100 prices are up despite being previous-gen hardware
“You can see that with some of the prices that people are paying for each 100, right? Hoppers are, you know, kind of, you know, not, not obsolete, right? But they're a previous gen chip and nor in any normal situation, we're not totally supply constrained. No o…”
Greg Brockman Jun 26, 2026 ▶ 3:37:23 Big Technology AI Summit (full): Greg Brockman, Mike Krieger, Aaron Levie & Friends of The Podcast
Assertion Not checkable as stated
Kantrowitz: CoreWeave was renting Nvidia H100s at higher rates
“So I was speaking with CoreWeave at the end of the year last year, beginning of the year this year, you know, around New Year time and they said they were actually renting out H-one hundreds for higher prices than they had previously.”
Alex Kantrowitz Aug 12, 2026 ▶ 16:53 Why The AI Bubble Will Burst: The Most Logical Case — With Paul Kedrosky
Assertion Supported
Brockman: Nvidia H100 market prices are up despite older generation status
“You can see that with some of the prices that people are paying for each 100, right? Hoppers are, you know, kind of, you know, not, not obsolete, right? But they're a previous gen chip and nor in any normal situation, we're not totally supply constrained. No o…”
Greg Brockman Jul 1, 2026 ▶ 35:48 OpenAI President Greg Brockman: Our Plan To Merge Chat And Agents
Assertion Supported
Doshi: NVIDIA H100 is 1.9x faster but 2x costlier
“One of the problems with NVIDIA was that they released their H 100, but they didn't really reduce its cost. You know, it is, it's two is, you know, 1.9 X faster, but two X costlier.”
Suhail Doshi Mar 20, 2024 ▶ 51:37 Predicting AI’s Next Advances — With Suhail Doshi
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