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 5 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 Partly supported
US government owns 10% of Intel, Nvidia and SoftBank 5% each
“American government owns 10% of Intel. Nvidia and SoftBank own five percent each.”
Aravind Srinivas Jun 15, 2026 ▶ 55:54 Perplexity CEO: Micron Will Be More Valuable Than Meta & How Export Controls Helped Not Hurt China · 20VC with Harry Stebbings
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
Assertion Supported
Intel completes first equity raise since 1971 IPO for TerraFab consortium
“Intel is part of the TerraFab consortium in such a way, and I just saw it today. I did not know this. Intel completed an equity round, which I read someone, I haven't verified it. It was the first time they raised equity since, like, they went public in seven …”
Rory O'Driscoll Aug 12, 2026 ▶ 58:34 Canva Slashes Growth | Talent Exodus at Google | Revolut's $50B CEO Package | Musk's $55B Terrafab
Prediction Held up
Intel and Qualcomm investments will reduce drone hardware consolidation around DJI
“I think that's going to change over time. You know, we're seeing more and more investment from chipset makers like Intel and Qualcomm trying to make it easier for more OEMs to bring drones to market. We're seeing significant contributions to open source flight…”
Ben Marcus Jan 5, 2018 ▶ 10:29 20VC: What Is The Right Drone Investing Strategy, The Catalyst That Will Take Drones to 100s of Millions & Will Amazon and Google Win The War of The Airspace with Ben Marcus, Founder & CEO @ Airmap
Assertion Supported
O'Driscoll: Silicon Valley was founded on spite, from Fairchild to Intel
“First of all, Silicon Valley was founded on spite in the sense of if you look at, you know, Fairchild, if you look at Shockley, all those guys spun out the fair and did fair and Fairchild, which was a spite deal. And then they left Fairchild because they could…”
Rory O'Driscoll Jan 8, 2026 ▶ 31:58 Groq’s $20BN NVIDIA Deal | Why Sam Altman Doesn’t Care About Dilution & Invisible Unemployment 2026 · 20VC with Harry Stebbings
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