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 3 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 Held up
Patel: All major non-Nvidia AI chips will fully support vLLM by mid-2026
“All of them will have a very good UX for download model, run model on VLM by The middle of the year, I think, right? Certainly AMD is already there by the end of this quarter.”
Dylan Patel Feb 5, 2026 ▶ 15:52 Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled”
Assertion Supported
Patel: TSMC is actively manufacturing chips in Arizona for Nvidia, Apple, and AMD
“TSMC is literally making chips for NVIDIA and Apple and AMD and others in Arizona today, right?”
Dylan Patel Feb 5, 2026 ▶ 43:15 Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled”
Assertion Supported
OpenAI holds AMD stock warrants tied to a $600 share price
“There's like another financial sweetener in the deal where OpenAI has warrants in AMD if the stock price hits 600.”
Nathan Benaich Oct 30, 2025 ▶ 36:01 State of AI 2025 with Nathan Benaich: Power Deals, Reasoning Breakthroughs, Real Revenue
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