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.

2statements match

2resolved → 0open claims → 2supported → 0contradicted →

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

Kant: Google relies on Broadcom for TPUs while Amazon works with fabs

“Because while Google has to work with Broadcom to be able to bring TPUs into the world, Amazon is working with the fabs directly.”

Eiso Kant Oct 7, 2024 ▶ 20:13 Eiso Kant, CTO @Poolside: Raising $600M To Compete in the Race for AGI | E1211 · 20VC with Harry Stebbings

Assertion Supported

O'Driscoll: Anthropic buys Broadcom chips to bypass Nvidia's 75% margins

“Why is Entropic buying chips from Broadcom? Answer. They don't want to pay 75% gross margins to Nvidia.”

Rory O'Driscoll Dec 18, 2025 ▶ 28:36 Will Cursor Kill Figma? Lightspeed Raises $9B & OpenAI’s $1B from Disney & #1 App in App Store · 20VC with Harry Stebbings

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The Ledger

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