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

Assertion Supported
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.”
Pat Gelsinger Jul 15, 2026 ▶ 14:06 Former Intel CEO on What Went Wrong, What's Next + Lovable CEO on the Real Promise of Vibe Coding
Assertion Supported
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…”
Pat Gelsinger Jul 15, 2026 ▶ 7:00 Former Intel CEO on What Went Wrong, What's Next + Lovable CEO on the Real Promise of Vibe Coding
Assertion Supported
Feldman: Intel and AMD captured zero market share in mobile chip compute
“Share changed when cell phone compute emerged, and Intel and AMD who had fabs and the best architects got zero share, and it all moved to ARM.”
Andrew Feldman Jun 6, 2026 ▶ 22:04 The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel
Assertion Supported
Friedberg: Broadcom grew 8x and Nvidia 20x while Intel dropped 70%
“Well, what's really interesting is that in the last five years, the market cap's grown by eight X, Nvidia's grown by 20 X, but, you know, Intel over the last five years is what, down 70%?”
David Friedberg Jan 25, 2025 ▶ 1:46:51 Trump's First Week: Inauguration Recap, Executive Actions, TikTok, Stargate + Sacks is Back!
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