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 7 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
Currier: Nvidia and big LLM training companies will eventually go to zero
“So both Nvidia and all of these giant LM companies who are spending all this money on training are going to go to zero eventually.”
Currier: Sell Nvidia, buy Google and Microsoft for their distribution
“Oh, I mean, opinion is that I would sell. Yeah. NVIDIA compared to long-term, I would still be a Google and a Microsoft buyer because of the distribution.”
Puri: AI is the biggest tech wave, but value capture remains unknown
“This is going to be the biggest of all of them is the biggest opportunity ever. Right? So everybody agrees on that, but there's complete fog of war because like you're saying, Even the apps that are working get disrupted. There's like so much creative destruct…”
Bitcoin and Nvidia stock are VC Sheel Mohnot's largest personal assets
“Actually, looking at my assets, it's probably Bitcoin number one, Nvidia number two, and then like, the house that I live in number three.”
Guo: Trillions are at stake in specialized AI data center solutions
“And so, like, if that's true, there's gonna be a bunch of different, like, new specialized solutions, and it's trillions of dollars of value at stake. And it's not just, like, Single direct attack on NVIDIA. That is like the opportunity.”
MicroStrategy stock surged 2,600% over five years, vastly outperforming Nvidia.
“And it is, so it's up in the last five years by 2600%. Okay, so it's shot up. It's if you compare it to even Nvidia stock this year, it's outperformed Nvidia, which is pretty insane.”
Shaan Puri heavily backed Unity instead of Nvidia for AI and lost
“And I plowed a bunch of money into Unity instead of NVIDIA. I was looking at the two and I was like, is it Unity or NVIDIA? And I should have just bet on both, but instead I picked Unity and Unity has done nothing and NVIDIA became the most valuable company in…”