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 12 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
Lonsdale: Decoupling from China would push iPhone costs to thousands for years
“Like an iPhone would cost right now a few thousand dollars probably for the next three, four or five years, you know, each, if we didn't have China for now, and then eventually we could get cost down a lot more, but there's going to be like a huge disruption i…”
Chambers: Nile will transform networking like AWS transformed cloud
“Think about what Cisco did to all the networking companies. Think about what Amazon did in the cloud. Think what Apple did in terms of ease of use. That really is what now is going to do this industry if we do it right.”
Fadell built a secret Windows iPod project despite Steve Jobs' opposition
“And we actually had, I'd bring it up and Steve was like, over my dead body. And so I still created a skunkworks program in the back.”
The first-generation Apple iPhone functioned terribly as an actual telephone
“The iPhone was the greatest thing except for a phone, right? Cause the phone really sucked. Cause we were learning, right? By figuring out what to do with how to make good cameras even.”
Hoffman: Apple is command-and-control with decisions made via executive memos
“Apple is very command and control. I don't know how much you know about their culture, but almost all the decisions are made by executives, by long memos, written their way, all the way to the top”
Hoffman: 'A players' at PayPal are not the same as Apple's
“Well, the A players at PayPal, who would be massively successful there, are not the same players as the A players at Apple, who can be massively, so you actually get these areas of coherence and cultural identity”
McCord: Apple paper shows minor perturbations drop AI reasoning scores by 65%
“But then you have Apple come out with a paper that shows that if you do minor perturbations, you drop the reasoning score on these systems by like, 65%.”
Only three of the 150 chips in an iPhone are advanced nodes
“Even if you look at your iPhone, there's about 150, 160 chips in that iPhone. Only three of them are advanced. Your processor, your memory, and the baseband from Qualcomm. That talks to the cell tower. Everything else, GPS, screen, power management, battery, a…”
Andy Rubin pitched Android to Apple before selling it to Google
“I got a couple of calls from Andy Rubin at the time, who I worked with at General Magic, working on Android before Android was bought by Google. And so that was really like, Steve, we should listen to this.”
Apple had under one percent US market share when Fadell joined
“Yeah, it was much smaller, and it had a market share of one percent or less, only in the US. It didn't have retail stores, it only had the Mac. There was really nothing else that Apple had at that time.”