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

Assertion Contradicted
Sam Lessin: Nvidia Scrapped an LLM Over Scraping Netflix Content
“You know what also got reported this week was how NVIDIA scrapped their large language model they had been working on that had been stealing all this information, like, in content from Netflix and everyone else, and they realized, oh, shit, we really can't lau…”
Sam Lessin Aug 9, 2024 ▶ 28:04 #59: Google: Can it Outrun Regulation? · More or Less Podcast
Assertion Contradicted
Jessica Lessin: Amazon prices Trainium 2 chips at 75% discount to Nvidia
“We moved the company's stock price earlier in the week by reporting that Amazon was undercutting, trying to undercut NVIDIA's latest project products with their second generation Tranium chip. At 75% off.”
Jessica Lessin Mar 21, 2025 ▶ 55:17 #91: Google’s $32B Deal and a Silicon Valley Spy Scandal! · More or Less Podcast
Assertion Contradicted
Sam Lessin: Nvidia lost $600M in market cap post-DeepSeek
“Our guess was 10%, and we guessed three hundred million. It was actually closer to six hundred million.”
Sam Lessin Mar 7, 2025 ▶ 5:10 #89: America’s Crypto Reserve, Nvidia’s $600M Hit & Digg’s Comeback · More or Less Podcast
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