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 Supported
Feldman: Intel Kept 75% Market Share Despite a Decade of Failures
“Intel has made, until hiring LibBoo, prior to that, nearly a decade of Catastrophic decisions. Right? And they still own 80% of the x-eighty-six market. 75% of the market. Right? AMD's worked up to like 25% or 30%. And after a decade of screwing up.”
Andrew Feldman Mar 24, 2025 ▶ 44:02 Andrew Feldman, Cerebras Co-Founder and CEO: The AI Chip Wars & The Plan to Break Nvidia's Dominance · 20VC with Harry Stebbings
Prediction Held up
Sivulka: Big Tech custom chips and AMD will win AI inference over startups
“I think it'll probably be large tech providers and AMD.”
George Sivulka Jan 22, 2025 ▶ 54:34 George Sivulka, Co-Founder & CEO @Hebbia: The Future of Foundation Models | E1250 · 20VC with Harry Stebbings
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