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 6 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
Lutnick: TSMC agreed to increase US investment from $60B to $160B
“So instead of building sixty billion, you build a hundred and sixty billion. And we agreed.”
Howard Lutnick Jan 9, 2026 ▶ 1:14:24 Howard Lutnick: How America Can Hit 6% GDP Growth in 2026
Assertion Supported
Sacks: TSMC produced three million chips for Huawei Ascend 910C processors
“For example, last year, there was a case where TSMC was discovered to have produced something like three million chips that went into the Huawei Ascend nine, 10 C chips.”
David Sacks Apr 19, 2025 ▶ 18:47 Trump vs Harvard, Nvidia export controls, how DEI killed Hollywood with Tim Dillon
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
Lisa Su: AMD produced its first 4nm chips at TSMC Arizona
“We've been very early in Arizona with TSMC, and we did get our first chips out they're actually four nanometer”
Dr. Lisa Su Jul 23, 2025 ▶ 14:59 Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller
Assertion Supported
Calacanis: Trump announced $100B TSMC investment in American fabs
“Then at 2:38 PM, Trump announces a hundred billion dollar investment from TSMC in American fabs.”
Jason Calacanis Mar 8, 2025 ▶ 5:31 Tariffs, Trump's Economic Endgame, Market Chaos, Bitcoin Reserve, CoreWeave IPO
Assertion Supported
Sacks: 70% of advanced semiconductor chips come from Taiwan
“70% of the advanced chips come out of Taiwan, companies like TSMC.”
David Sacks Aug 28, 2021 ▶ 45:13 E44: USA's Afghanistan embarrassment, China's new algo laws, future of robots + Italy recap!
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