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 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
Lisa Su: Closed tech ecosystems usually become a problem over time
“Closed walls usually end up being a problem.”
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: 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…”