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 103 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 5 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
Data center hardware accounts for 91.4% of Nvidia's quarterly revenue
“Data center hardware, the chips, And networking equipment that NVIDIA sells to AI and cloud computing companies accounted for 91.4% of the quarter sales.”
Coogan: Nvidia headcount grew to 42,000 employees, up from 36,000
“NVIDIA CEO said they now have 42,000 employees yesterday, up from 36,000 in January of 2025.”
Senra: Nvidia CEO Jensen Huang manages roughly 60 direct reports
“He's got 60 direct reports, I think in the book. I think when they start writing a book, it's like 30, and I think it goes up to 60, because the book just came out.”
Glyman: Ramp's gap to trillion-dollar tech incumbents equals seed-stage multiples
“Mathematically a company like you know, an Apple or Microsoft or Nvidia, you know, talking to a ramp is almost like a ramp talking to a seed or Siri J startup. It's actually those multiples in between valuations are about the same.”
Coogan: Sequoia Partner Who Backed Nvidia Still Holds Distributed Shares
“You know that the partner at Sequoia who did the NVIDIA deal still owns the stock? Cause after they went public, it was distributed, just held.”
NVIDIA's Q3 2024 Net Income Surpassed Its Total Q3 2023 Revenue
“NVIDIA's Q three, 20, 24 net income is higher than their Q three, 20, 23 revenue.”
Coogan: Anduril built early sensor towers with off-the-shelf gaming GPUs
“They built this sensor tower, and they were using literally, like, off-the-shelf gaming NVIDIA GPUs to run open-source, like, computer vision algorithms, like ImageNet, and so it was very much, like, hacked together from literally stuff you could buy at, like,…”