why aren't all 8 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 Not checkable as stated
Spiegel expects companies to adopt flatter structures and wider spans of control
“Yeah, and I think, you know, generally speaking, I would expect the world to move towards flatter structures and much larger spans of control because like the communication and organization tax today is like night and day what it was 20 or 30 years ago. Like, …”
Opinion
Andreessen: Nvidia is fundamentally based on Jim Clark's ideas
“NVIDIA is Silicon Graphics, basically, with one, it's like a trade or a trade thing. It had to be a new company for reasons we could describe to do the GPUs instead of the work, instead of the workstations and servers. NVIDIA fundamentally is based on Jim's id…”
Insight
Mackey: VCs Wreck Good Businesses by Forcing Rapid Scaling
“The game VCs are playing is, is that it's kind of a blockbuster model. They're looking for exponential growth, and when they hit, when you get an Apple, or you get a Nvidia, or an Intuitive Surgical, or you get one of these Companies that just compound and com…”
Assertion Not checkable as stated
Ross: Jensen Huang never holds private one-on-one meetings at NVIDIA
“There is no circumstance at NVIDIA where there, where Jensen has one-on-ones with people and tells them one thing.”
Assertion Partly supported
Sequoia historically owned 20% of Nvidia and 10% of Google
“And you know, we own 20% of NVIDIA. Think about that. I mean, you know, we own 10% of Google. And there's many others, you know. Apple. Are you kidding me? We were the first investor of Apple, in Apple. Cisco. We own a quarter of Cisco systems.”
Assertion Not checkable as stated
Ross: Groq's NVIDIA deal closed within three weeks of first call
“The call where the idea was first floated was about three weeks before money was in the bank.”
Disclosure
Ross: Groq initially approached Jensen Huang to buy 100,000 GPUs
“We had implemented it and we had gone to Jensen asking, could we buy about a 100,000 GPUs because we were going to deploy them ourselves.”
Assertion Not checkable as stated
Ross: Groq had about 450 employees during NVIDIA deal
“About 450, but it was more difficult to manage than a typical group of 450.”