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 3 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 3 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
Wolfe: SK Hynix will bypass export controls easier than Micron
“I think Micron is a US company which is going to be more constrained by restrictions that are put on export control, and I think SK being a Korean company is going to be able to skirt those in the same way that NVIDIA has with, you know, distribution to China …”
Wolfe: 30% to 50% of AI inference will occur on-device
“I think that you're going to end up doing a lot of inference on device. Meaning, instead of going, ah, to the cloud and typing a query, like, 30 to 50% of your inference may be on an Apple or an Android device.”
Wolfe: Anduril will be a $30B–$50B public company with software margins
“I deeply believe that Anderil in the next few years will be a 30 to fifty billion dollar publicly traded business doing single-digit mid-billions of revenue with software-like margins that are not like these cost-plus margins, so that is gonna usher in a big w…”