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

What-if
Rosenthal: Without ARM, Intel probably would make all iPhone chips
“Like, if ARM hadn't become such a viable CPU architecture platform, and Apple hadn't standardized, you know, their Apple Silicon on ARM, Probably Intel would be making all of the chips that go into your iPhone, all the leading edge chips that go into your iPho…”
David Rosenthal Jan 27, 2025 ▶ 2:26:04 TSMC founder Morris Chang · Acquired
What-if
Johns: Intel should have adopted ARM's IP licensing model for mobile chips
“They came down, they came out with a cheaper version of it, but in reality, that's not what they should have done. They should have, you know, actually embraced a totally different business model like arm dead. We're just, they were just selling IP and enablin…”
Brinton Johns Nov 3, 2021 ▶ 25:28 Complexity Investing & Semiconductors with NZS Capital (Extended Cut) · Acquired
Assertion Supported
Rosenthal: TSMC, Arm, Synopsys, Cadence, and ASML were founded within years of each other
“Not only TSMC, ARM, Synopsys, Cadence, and ASML all founded, Right within a couple years of each other.”
David Rosenthal Jan 27, 2025 ▶ 2:27:36 TSMC founder Morris Chang · Acquired
Assertion Supported
Rosenthal: Apple Silicon traces from ARM and DEC through Intel and P.A. Semi
“Lineage of all of Apple Silicon, probably the most valuable, defensible part of Apple today in terms of technology, was Armandec to Intel to PA Semi to Apple.”
David Rosenthal Jan 21, 2025 ▶ 1:13:27 TSMC · Acquired
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