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 4 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
Staniszewski: No AI bubble brewing in Silicon Valley because revenue is real
“I don't think that the bubble is brewing. I think there's, like, what I think is a very different part, as I compare it to other cycles, I think there's a clear value, clear revenue numbers for a lot of the companies.”
Staniszewski: Skeptical of valuations for GPU and inference providers built on NVIDIA
“It's all the, like, GPU providers that are built on top of NVIDIA that, like, help you get Effectively inference capacity. Like I'm a little bit skeptic on some evaluations there”