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 10 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
Kim: Elon Musk will pitch space-based GPU satellites for SpaceX IPO
“I think Elon's pitch with the SpaceX IPO, and we'll see it in the coming months, is the AI compute, it's gonna be so, there's gonna be so much demand over the next five, 10 years, that you're gonna have to use these SpaceX satellites that have GPUs in them. To…”
Kim: CoreWeave sees GPUs lasting six years and retaining 95% pricing
“Like CoreWeave has talked about these things are lasting five to six years and they're getting like almost 90, 95% of the pricing.”
Tae Kim: Kimi is a 2.8T parameter model requiring massive compute
“This is not a tiny efficient model. This is 2.8 trillion parameters. It's going to require a ton of compute to serve.”
Kim: Jensen Huang secured memory and CoWoS supply agreements early
“He locked up all the supply agreements for memory, COOS, you know, connectors ahead of time.”
Kim: AMD CEO Lisa Su Raised Data Center AI Forecast to $220B
“Lisa Su raised her CPU, a genetic CPU forecast. Just three months ago, it was a hundred twenty billion for 20 to 30. Three months later, they raised it to two hundred twenty billion.”
Tae Kim: Morgan Stanley estimates AI inference yields 60-80% margins
“Like Morgan Stanley says, if you do inference, it's 60 to 80% profit margins, right?”
Kim: NVIDIA's $50B data center lease requires a 30-year renewal
“It's like a 15 year lease and it's only fifty billion dollars if they renew the lease after 15 years. So it's like over 30 years if they renew it.”
Kim: The semiconductor supply chain holds six to nine months of helium
“This is a risk, but there is probably like six months, six to nine months of inventory in the channel.”