why aren't all 6 resolved? a statement only gets an assessment when the public
record can support or contradict it. opinions and what-ifs never can, and 1 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
Assertion Supported
Novak: LA jury finds Meta and YouTube liable for algorithmic addiction
“Yesterday, a Los Angeles jury, both meta and YouTube liable Wah, wah. For a twenty-year-old woman's mental health crisis in a bellwether trial that treated platforms as, quote, defective products, and potentially marks the end to the absolute immunity nature o…”
Assertion Open · timeframe Dec 2031
Novak: Arm expects to reach $15 billion in revenue by 2031
“This new move, they're expecting to ramp revenue. To fifteen billion dollars by 2031.”
Opinion
Novak: The tech industry is currently experiencing a CPU crunch
“We are currently in what seems like a little bit of a CPU crunch. Intel can't make CPUs fast enough.”
Prediction Not checkable as stated
Novak: Arm gross margins will drop to ~50% making chips
“So, 97% gross margins for just those licensing ISA contracts. This will be closer to 50%, but it is, should be offset by the huge gains in market size and revenue potential.”
Assertion Supported
Novak: Over 10,000 injury cases pending against social media platforms
“There are over 10,000 individual personal, personal injury cases, almost 800 school district claims, and 40 state level cases pending nationwide that are similar to KGM Versus Meta and YouTube.”
Insight
Novak: AI agents heavily drive CPU demand by handling queries and tasks
“Agents need CPUs. You need to fill the GPUs constantly with new data and tasks. Also, all of the agents use CPUs to make web queries, search the web, run Python, spin up web servers, interact with anything.”