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
Rao: Nervana Was Sold to Intel Too Early
“And so, you know, we sold too early. Sold to Intel too early.”
Rangwalla: Intel Has Significant Catch-Up Room vs Other Chipmakers
“If you think about every semiconductor company over the last four years in this heyday of AI, they're all up five, seven, 10 X. Like, it's still a laggard over any period beyond 12 months, and so, to me, there's still a lot of catch up for that company.”
Agrawal: Cloud Computing Generates $400B in Apps but Only $50B in Semis
“In the cloud super cycle, you know, you have about. Four hundred billion dollars of revenue that is being earned by the applications. Let's call it the layer one. You've got about two hundred billion spent on infrastructure. This is AWS and GCP and Azure, et c…”