Every claim, prediction and argument from the Dwarkesh Podcast — browsable and citable.
Not a chatbot. A structured reference layer: each prediction has a resolution date and gets scored as time passes, each claim links back to the exact moment in the episode, and you can see where Dwarkesh and his guests actually disagreed.
23 predictions tracked22 claims indexed22 mental models
Latest predictions
Full tracker →Jensen Huang · Nvidia roadmapPending
Vera Rubin ships this year, Vera Rubin Ultra next year, Feynman the year after, a new architecture every single year.
Jensen Huang · Supply chainPending
No supply-chain bottleneck (CoWoS, logic, memory, EUV) lasts longer than two or three years.
Jensen Huang · Cost curvePending
Token cost decreases by roughly an order of magnitude every single year.
Jensen Huang · CompetitionPending
TPU and Trainium growth is '100% Anthropic', a unique instance, not a trend.
Episodes
2026-04-15
Jensen Huang
TPU competition, selling chips to China, & Nvidia's supply chain moat
2026-05-22
Reiner Pope
The math behind how LLMs are trained and served
2026-05-15
Eric Jang
Building AlphaGo from scratch
2026-04-07
Michael Nielsen
How science actually progresses
2026-05-08
David Reich
Why the Bronze Age was an inflection point in human evolution