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 3 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

Prediction Partly held up
Goldberg: TSMC's Arizona fab will lag leading-edge chips by half a generation
“And now I think that's actually gonna be a real plant in Arizona. And I think it's gonna have decent capacity enough to sort of satisfy the U.S. Military's needs and Apple's needs. And it will be, I don't think it'll be even a generation behind. I think it'll …”
Jay Goldberg Dec 19, 2022 ▶ 25:11 Why are chips interesting again?
Assertion Partly supported
Goldberg: Moore's Law has slowed from 18 months to five years
“Moore's law is slowing, right? It is not 18 months anymore. It's five years.”
Jay Goldberg Dec 19, 2022 ▶ 17:35 Why are chips interesting again?
Assertion Partly supported
Goldberg: US and European fabless chip firms plummeted from 2,000 to 200
“20 years ago, there used to be 2000 or so fabless design companies in the US and Europe. Today, there are probably 200 plus a handful of startups.”
Jay Goldberg Dec 19, 2022 ▶ 3:59 Why are chips interesting again?
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