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.
why aren't all 15 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
Lisa Su: CHIPS Act has made a huge difference for US semiconductors
“Some people say, hey it's not enough or, you know, it doesn't make a difference. I think it's made a huge difference. It's made a huge difference because what it's What it's really done is it's put at the top of the priority list resiliency and semiconductor b…”
Lisa Su: AI is the most important technology shift in 50 years
“I think AI is probably the most important one I'd like to say, you know, over the last 30 years, 40 years, 50 years because it It's something more than just technology. I mean, it really is, you know, AI becomes the ability for us all to become smarter, more p…”
Lisa Su: AI will be integrated into every product AMD builds
“And, you know, for us at AMD you know, my belief is AI is gonna be everywhere in every product that we build”
Lisa Su: AI hardware will diversify into specialized engines
“If you look, whether you're at the edge you know, with embedded applications industrial applications, automotive applications medical applications, or you're even at the client level in your PC or your phone, you're gonna need different types of AI, and so you…”
Lisa Su: Closed tech ecosystems usually become a problem over time
“Closed walls usually end up being a problem.”
Lisa Su: Moore's Law continues because people find new ways to extend it
“And by the way, I'm a believer in, in, you know Moore's law has been extended so many times because people are super smart and able to come up with different ways of extending the same principle of, you know, more transistors, more capability every couple of y…”
Lisa Su: UALink and UEC prove AI competitors can unite around open standards
“The Ultra Accelerator Link and Ultra Ethernet Consortium are great examples where competitors and peers can come together and say, you know what, we're gonna adopt open standards and we're each gonna innovate on top of that, and you know, those are, you know, …”
Lisa Su: Semiconductor industry prioritizes supply chain resilience over cost
“This idea of hey, let's try to just eke out every last penny in the supply chain is, has kind of gone a little bit of ways to let's build resilience into the supply chain.”
Lisa Su: Solve 3-to-4-year customer problems rather than verbatim feature requests
“And that's where it's most beneficial is, you know, talking to our customers about, hey, like, what problems are you having? Like, what are you trying to solve? You know, two, three, four years out. And then, you know, our technologists can really come up with…”
Lisa Su: Chip complexity has moved to advanced multi-chip packaging
“It's even more complicated because it's not just about silicon. It's about packaging and, you know, really how do we put these you know, these chips together for you know, very complex, multi-node you know, multi-chip, you know, type things.”
Lisa Su: Large enterprises are increasingly open to working with AI startups
“I think even large, large enterprises who typically used to be, let's call it much more conservative in working with startups are also, becoming much more open because again, this is back to the disruption I talked about. Nobody wants to be behind in AI.”
Lisa Su: Adding semiconductor manufacturing capacity takes 18 to 24 months
“It takes 18 months, 24 months to really put that all on board.”
Lisa Su: Hardware bets take 3 to 5 years to prove out
“It, we didn't know. Like, we didn't know at the time when we were making that decision was it gonna be the right bet, but we knew that we had to make that bet, and you really don't figure that out until three to five years out, so your question about how do yo…”