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

Assertion Supported
Patel: Huawei Sourced 2.9 Million TSMC Chips via Shell Entities
“They were able to acquire three million chips, 2.9 million chips from TSMC through these other entities, right? Roughly five hundred million dollars worth of orders”
Dylan Patel Sep 22, 2025 ▶ 7:55 Dylan Patel on the AI Chip Race - NVIDIA, Intel & the US Government vs. China
Assertion Supported
Patel: Intel is ahead of Samsung on 2nm process technology
“They think, I think industry generally agrees that Intel is further along you know, the sort of the two nanometer class process technology than Samsung is but both are way behind TSMC.”
Dylan Patel Aug 18, 2025 ▶ 49:05 Dylan Patel on GPT-5’s Router Moment, GPUs vs TPUs, Monetization
Assertion Supported
Arizona launched a semiconductor manufacturing apprenticeship program with TSMC
“Governor Katie Hobbs has introduced this big apprenticeship. Program, where they're helping to train new semiconductor manufacturing employees alongside folks who have come over from TMC.”
Erin Price-Wright Dec 12, 2024 ▶ 5:12 Jobs of the Future: Where Hardware Meets Software
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