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 10 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 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
Haas: Arm is considering expanding beyond its traditional IP licensing model
“I hinted in the last conference call that we're looking at going a little bit further than we do today.”
Haas: Physical AI chip market will surpass data center volume
“Yeah, I think so because I think they're gonna, today, they largely use repurposed automotive chips, right? Things that have functional safety compliance around ADAS, but they're not specific for actuators or specific for smaller parts of the joint. So, physic…”
Haas: TSMC's compounding manufacturing advantage makes catching up nearly impossible
“Once you fall behind in chips, it's very, very difficult to catch up because the cycle gets on top of you. TSMC now has the best fabs in the world. The leading edge companies, Apple, Nvidia, AMD, they all build a TSMC. TSMC gets better at what they're building…”
Haas: Rare earth supply bottleneck is refining capacity, not raw minerals
“The access for the minerals are global. There's no issue in getting access to materials. The issue is in the refinement and actually building the factories that can refine the materials.”
Haas: US has lost muscle memory for 24/7 semiconductor manufacturing
“TSMC is a twenty-four-seven operation where if a line goes down or a customer's got a problem, not only are the technicians need to be ready to go, the engineers need to be ready to go, and that is something that, ah, I think we've lost the muscle memory insid…”
Haas: Restricting chip access will force foreign nations to build parallel ecosystems
“If you shut off supply of a computing architecture into other parts of the world, what will happen? Certain parts of the world that have the capabilities, either in terms of people, technology innovation, they will find a way and they will find a way around, a…”
Haas: Intel competition drove Nvidia's early pivot to Arm architecture
“That was the genesis of starting to pivot to ARM in a very big way inside NVIDIA, because at that time, Jensen looked at what was going on with SoCs and ARM-based architecture and moved everybody on to the SoC program.”
Haas: China's software ecosystem still mirrors Western platform standards
“Now today the China ecosystem actually follows the global ecosystem which is good from the standpoint that every mobile phone in China, it doesn't run Google Android, but it runs a version of Android, and it leverages the app ecosystem that comes off of Androi…”