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 9 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
Stanford: Nvidia keeps compute debt off balance sheet via SPVs
“None of this goes back to NVIDIA. This is why Jensen's brilliant. He basically set this up as SPVs that will basically borrow against the taker pay agreements of the off takers of the neocloud guys that are saying we're all going to need 3000 dollars a month f…”
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…”
Morin: Nvidia contributed engineering resources to OpenClaw
“NVIDIA has been really helpful to OpenClaw over the last many weeks. They've actually brought engineering resources to the bear.”
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.”
Sam Lessin: NVIDIA stock will go up regardless of earnings report
“It literally doesn't matter what they report, the stock will go up.”
Morin: Jensen Huang Stated in an Interview He Did Not Wake Up a Loser
“Jensen just said, I didn't wake up a loser today. I'm not a loser. You know, it was like a, it was pretty intense.”
Dave Morin says Jensen Huang boasted about billionaires on Nvidia management
“Jensen was talking about the number of billionaires on his management team last week at the AI event in DC.”
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.”
Dave Morin: Jensen Huang manages 100 direct reports in one weekly meeting
“Jensen from Nvidia talk about Nvidia's management structure. Like they seem to actually operate this way where he has something like a hundred direct reports. And they have one management team meeting every week, and they talk about all the problems, and it's …”