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.

clear all ✕

why aren't all 2 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

Assertion Contradicted
Aravind Srinivas: Google is the only company full-stack independent of Nvidia
“The only one who's managed to do this, I would say, is Google. They built their own chips, they built their own software around it called JAX, and then they built their own accelerated linear algebra library called XLA. And then, you know, they have their own …”
Aravind Srinivas Mar 23, 2025 ▶ 1:49:04 Nikhil Kamath ft. Perplexity CEO, Aravind Srinivas | WTF Online Ep 1. · Nikhil Kamath
Assertion Contradicted
Pei: Chipmakers earn 40-45% gross margins while Foxconn earns roughly 10%
“Nvidia, I don't know, is it or Qualcomm's, 4060, 40, 45%, I think, just declared, yeah. Gross margin. But Foxconn is, I think, 10%.”
Carl Pei Apr 26, 2025 ▶ 2:10:46 Ep #23 | WTF are Consumer Electronics? | Nikhil ft. Carl Pei, Rahul Sharma & Amit Khatri · Nikhil Kamath
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