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 4 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
Markoff: Transistor costs have stopped falling for non-Intel semiconductor companies
“For most of the industry the cost of transistors has stopped falling. And so as you scale, this is everybody but Intel in the industry says this. You, if you talk to Broadcom, if you talk to Qualcomm, all of the customers of the foundries say, you know, going …”
John Markoff Jan 2, 2019 ▶ 18:58 a16z Podcast | Talking Humans and Machines with NYT’s John Markoff
Disclosure
Tanium is working with Intel and Qualcomm on silicon integration
“And we've actually got projects with both of them To embed Tanium's communications architecture directly into the chip.”
Orion Hindawi Jan 2, 2019 ▶ 35:49 a16z Podcast | The Fundamentals of Security and the Story of Tanium’s Growth
Assertion Supported
Evans: Apple disrupted mobile by treating cellular networks as transparent data pipes
“One of the things that allowed Apple to disrupt everything was by saying, no, no, no, no, it's just a piece of wire, and we ignore it completely. We make zero effort to optimize bandwidth, and, you know, it's kind of an overstatement, but we just completely ig…”
Benedict Evans Jan 2, 2019 ▶ 5:09 a16z Podcast | Location, Location, Location -- and Mobile
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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