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 3 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

Opinion
Appenzeller: Intel-Nvidia alliance weakens Arm's core value proposition
“I think ARM is a little bit screwed as well, right? Because they are, their biggest selling point was sort of like, look, we can partner with everybody that doesn't want to partner with Intel.”
Guido Appenzeller Sep 22, 2025 ▶ 4:47 Dylan Patel on the AI Chip Race - NVIDIA, Intel & the US Government vs. China
Opinion
Ben Uretsky: Intel will maintain its advantage over ARM in servers
“Intel. I wouldn't bet against them.”
Ben Uretsky Jan 2, 2019 ▶ 22:43 a16z Podcast | An Open Source Business Model That Works
Assertion Not checkable as stated
Evans: ARM and Qualcomm have displaced Intel as chip leaders
“And then in chips, it's not Intel, it's ARM and Qualcomm.”
Benedict Evans Jul 15, 2017 ▶ 7:54 Mobile Is Eating the World, 2015
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