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 13 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 2 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 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.”
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: Taiwan currently has less than three weeks of energy reserves
“The island of Taiwan has less than three weeks, a big article in the Wall Street Journal two weeks ago on this, less than three weeks of energy reserves.”
Gelsinger: China blockaded the Taiwan Strait seven times in four years
“I think China has blockaded the Taiwan Straits seven times over the last four years.”
Gelsinger: AI infrastructure buildout will last a couple of decades
“I am an optimist, you know, that we're in a couple of decade build out. Right. Not a couple of years, a couple of decades.”
Gelsinger: Quantum computing will likely break encryption by 2032 or 2033
“You know, 20, 2020, 32, 20, 33, when we solve, you know, things like encryption, right, you know, where, you know, he'll have the fundamental Q day, you know, kind of implications.”
Gelsinger: Quantum supremacy will occur across multiple industries before 2030
“But this decade, we will see quantum supremacy results across multiple industries.”
Gelsinger: Tech companies must be run by technologists, not business executives
“Fundamentally this is a technology business and you need technologists running technology”
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: US leading-edge semiconductor manufacturing share grew from 12% to 18%
“When I came back, the U.S. Was building about 12% of leading edge. Today, that number is more like 18%.”
Gelsinger: Restarting a semiconductor fab after a shutdown takes 90 days
“When you turn off a fab, it doesn't come back on for 90 days, right?”
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…”