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 14 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 2 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
Sharma: Largest AI models will eventually be trainable on a single server
“There will be a time where you will be able to train largest of the models using one single server. You will not need a farm of servers.”
Sharma: China has invested for 20 years without matching TSMC
“Even see, China started their semiconductor program 20 years back. They're still not able to compete on that.”
Sharma: Micromax Surpassed 25% Market Share in India at Peak
“So when we were doing a three million at that time, our market share was around 20 five percent plus plus.”
Sharma: Micromax's current manufacturing revenue exceeds its peak smartphone brand revenue
“Today, our manufacturing is bigger than, you know, the revenue is way more bigger than what we used to do in our brand, which probably not most of the people will know. But we are doing way more better than what we used to do earlier.”
Sharma: India Charges 16.5% Mobile Tariff While US Charges Zero
“If you see the reciprocal tariff, even on mobile phones, it's, you know, in it's 16 and a half percent. Right. So if anything coming into India is, there is a duty of 16 and a half, going to US as of now is zero percent.”
Sharma: Micromax Scaled to Selling 3 Million Phones per Month
“From selling 10,000 phones a month a month, we were selling three million phones a month.”
Sharma: Micromax hired Nokia's top R&D team after Nokia sale
“When Nokia got sold, we had the, you know, we took all the top Nokia, they had the gold, you know, division. We got all gold guys from Nokia and doing the R&D at that time.”
Sharma: India targets a $500B electronics market by 2030, 60% components
“India is projecting a market of five hundred billion dollars by 2030. It's a huge market. 60% of that is components.”
Sharma: Qualcomm and MediaTek have their largest R&D centers in India
“He was talking about Qualcomm or MTK. Their biggest R&D centers are in India.”
Sharma: Micromax revenue quickly surged to 100 crore rupees around 2003
“From three, four crore rupees annually. We started doing around hundred crore rupees in, you know, very quickly we scaled up.”
Sharma: Indian phone brands once held over 50% domestic market share
“At that time, all the Indian brands were more than 50% of the Indian market market share. Which completely got decimated.”
Sharma: Meta and Luxottica sold two million smart glasses last year
“Last year, Meta with Luxottica, and these are public numbers, they sold two million glasses, two million. And the number, what has been projected in, in the next four years is around thirty million.”
Sharma: India's PLI scheme covers 70-75% of mobile phone component value
“So as of now, they have structured it for, let's say, components, which are high in value, let's say, which covers 70 to 75% of the mobile phone.”
Sharma: India offers a Design Linked Incentive grant program for chipsets
“For example, there is a PLI, everybody knows, but there is a DLI, which is Design Lead Incentive for the chipsets and all. You should know. There is a grant for that. You need to show your designs, government, you know, once they will come inspect and see what…”