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 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
Patel: SemiAnalysis advised a client on buying and restarting a coal plant
“Have clients would like, had a client buy a coal plant. And we were advising them on the transaction based on, they just like showed up and they're like, yeah, we want to buy power assets.”
Patel advised Enfabrica during its transaction with Nvidia
“This happened for a company. I was an advisor for NVIDIA acquired in Fabrica just maybe a few months before they did Grok and similar style of deal, right?”
Patel: SemiAnalysis runs InferenceMax benchmark on $60M of donated GPUs
“It's called inferencemax. It's open source. All the code is and the results are, but we run across, I think, sixty million dollars of GPUs, which are donated to us by companies like Nvidia, AMD, OpenAI, Microsoft, Amazon, Crusoe, CoreWeave, Together AI.”