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 7 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
Gelsinger: Intel did not build a new factory for a decade
“It hadn't built a new factory in a decade when I got there.”
Gelsinger: Intel returned $100B to shareholders five years before his return
“In the five years five, six years before I came back, you know, Intel gave a hundred billion dollars to shareholders.”
Chamath: Intel spent over $100B on stock buybacks leaving $6B in cash
“Intel in twenty-twenty approved a share purchase plan where these guys had a hold of a hundred and ten billion dollars and have spent all of it except for 7.2 billion. They have six billion left on the balance sheet.”
Gelsinger: TSMC produces seven times as many semiconductor wafers as Intel
“Five to one, and now it's more like seven to one in terms of wafers, you know, to TSMC to Intel.”
Gelsinger: Steve Jobs secretly ported four Mac OS releases to x86
“And I remember that Steve said, I've been working on that the last four releases. He had been preparing the core technologies inside of Apple For something that might happen in the future, you know, and he was already, you know, to me, I just remember, I was j…”