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 6 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
Shapiro: Every Mercedes will be built on NVIDIA DRIVE platform
“So every Mercedes will be built on NVIDIA drive with the software that we've developed and rolled out by NVIDIA. So it starts with that C-class vehicle, and then we'll go through their entire line over time.”
Shapiro: Tesla's camera-only system can probably reach full autonomy eventually
“Whereas I do have a Tesla and it's quite remarkable being camera based, but every once in a while, I still need to jump in and grab the wheel. So it's not there yet. Can it get there? I think it probably can eventually, but it's not there today.”
Shapiro: NVIDIA is the only company offering a three-computer AV stack
“So NVIDIA is the only company that has these three computers, and it's really this whole life cycle of developing, testing, and deploying the software, and really it's a continuous flywheel.”
Shapiro: NVIDIA operates with dynamic virtual teams rather than rigid org charts
“Kind of come second, and in fact, the notion of the group is kind of dynamic, and we really don't have much of an org chart in the company. Jensen says the mission is the boss, and so we have these virtual teams. There's a lot of cross-functional work that goe…”
Shapiro: NVIDIA can train regional LLMs on localized traffic laws
“The technology is there so that we can train it on what are the laws of a particular region? I mean, the signs, the light signals, the lane markings in different regions of the country or around the world. Differ quite a bit, and so basically creating these la…”
Shapiro: Mercedes-Benz and BMW use NVIDIA digital twins to simulate factories before construction
“Companies like Mercedes-Benz, like BMW are working with our teams
to develop this factory as a digital twin first, so it's a full simulation of the entire factory, all the robots, the workers, the assembly lines, the trucks pulling up, the, you know, logistic…”