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
Cerebras Achieves 21PB/s Memory Bandwidth Versus Nvidia Blackwell's 10TB/s
“Cerebus quotes petabytes per second, 21 petabytes per second for their wafer scale engine three. And so, compare that to HBM on an NVIDIA Blackwell is you know, 10 terabytes per second or so in that range.”
Neil Movva Aug 25, 2026 ▶ 26:47 Ex-NVIDIA Engineer: Why AI Is About to Get 1000x Cheaper
Assertion Supported
Uberti: NVIDIA Blackwell point-to-point latency is about 4,000 nanoseconds
“For example, on Blackwell chips, it can be about 4000 nanoseconds to go point to point.”
Gavin Uberti Jun 30, 2026 ▶ 11:19 The Two Harvard Dropouts Who raised $800M to take on NVIDIA · Invest Like The Best
Assertion Supported
Nvidia Blackwell racks weigh 3,000 pounds and consume 130 kilowatts
“Going from Hopper to Blackwell, first you go from air-cooled to liquid-cooled. The rack goes from weighing round numbers a thousand pounds to 3000 pounds. Goes from round numbers, 30 kilowatts, which is 30 American homes, to a 130 kilowatts, which is a 130 Ame…”
Gavin Baker Dec 9, 2025 ▶ 7:35 GPUs, TPUs, & The Economics of AI Explained | Gavin Baker Interview · Invest Like The Best
Assertion Supported
Movva: An 800mm² Die Made Entirely of SRAM Would Hold Only Single-Digit Gigabytes
“The problem with SRAM is it takes a lot of area on the silicon die so if you want to build a large die, like let's say the NVIDIA Blackwell at 800 millimeters square, if you made that whole die SRAM, It would be in the maybe like single digit gigabytes. It's n…”
Neil Movva Aug 25, 2026 ▶ 24:24 Ex-NVIDIA Engineer: Why AI Is About to Get 1000x Cheaper
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