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 2 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

Prediction Not checkable as stated
Bathgate: A TSMC fab shutdown sets Western tech progress back five years
“If for some reason, you know, China moved to seize Taiwan or however, you know, it went into play and all of a sudden TSMC's fabs were shut down, then you really, the Western world would be, you know, set back at least five years, if not 10, just in terms of l…”
John Bathgate Nov 3, 2021 ▶ 1:20:42 Complexity Investing & Semiconductors with NZS Capital (Extended Cut) · Acquired
Prediction Not checkable as stated
Bathgate: Moore's Law will continue spiritually for 10 to 15 years
“I think just like for the spirit of Moore's law, we still have, we have visibility probably for the next. 10 to 15 years.”
John Bathgate Nov 3, 2021 ▶ 1:28:53 Complexity Investing & Semiconductors with NZS Capital (Extended Cut) · Acquired
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