Tobias Mann

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Covers AI and semiconductor industry news, with recent items on Nvidia, AMD, and AI chip startups. (summary generated from public sources)

Sources: —

B · Background6of 10 · n=29

E · Expertise8of 10 · n=29

A · Authoritativeness6of 10 · n=29

T · Trustworthiness7of 10 · n=29

S · Source7of 10 · n=29

BEATS 7 of 10 · n=29 · measured 26.10.18

Win rate by category

share of settled calls that proved right, in each category

No settled calls yet — a category shows once one of their calls resolves.

their own words, with a date and a source

No stances on record yet.

2 claims · an outcome shows once the claim resolves

Outcome	Claim	Call · when	Source
—	The performance customers will actually see in real-world use will likely be lower than the benchmark numbers advertised. resolves 27.08.29	bearish · 26.08.29 · NVDA	Nvidia and Cerebras are selling performance their customers will (probably) never see
—	Nvidia expects to secure significant market share among hyperscale cloud providers by aggressively marketing its standalone CPU portfolio. resolves 27.08.06	bullish · 26.08.06 · NVDA	A deep dive into Nvidia's Vera CPU and the Olympus cores that power it

BEATS is the same score as on N0S.AI, 0–10; an unmeasured letter shows —. Dispute a quote or an outcome