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 7 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
Manufacturing complexity blocked competitors from reverse-engineering Intel's 1103 DRAM
“The complexity of manufacturing the 11 oh three made it nearly impossible for competitors to reverse engineer, giving Intel a multi-year advantage in the market. In effect, complicated manufacturing became their core skill.”
Shane Parrish May 20, 2025 ▶ 37:17 Andy Grove: Only The Paranoid Survive [Outliers]
Assertion Supported
Andy Grove created hierarchy-free forums for middle managers at Intel
“At Intel, Grove created forums where middle managers' voices could be heard and respected regardless of hierarchy.”
Shane Parrish May 20, 2025 ▶ 1:05:28 Andy Grove: Only The Paranoid Survive [Outliers]
Assertion Supported
Venture Capitalist Arthur Rock Helped Take Teledyne Public in 1961
“Teledyne stock went on the market in 1961 with Arthur Rock, Who would later become famous for backing Intel and Apple, helping in the IPO.”
Shane Parrish Apr 22, 2025 ▶ 12:13 Henry Singleton: The Greatest Capital Allocator in History [Outliers]
Assertion Supported
Intel's DRAM pivot required closing eight manufacturing plants
“The pivot would cost thousands of jobs, millions in R&D, and require shuttering Eight manufacturing plants.”
Shane Parrish May 20, 2025 ▶ 1:24 Andy Grove: Only The Paranoid Survive [Outliers]
Assertion Contradicted
Memory chips generated over 90% of Intel's revenue in 1985
“Intel in 1985 was a memory company. The business generated over 90% of their revenue, and it would soon be gone.”
Shane Parrish May 20, 2025 ▶ 1:16 Andy Grove: Only The Paranoid Survive [Outliers]
Assertion Supported
Japanese competition dropped Intel's memory market share to 1.3% by 1985
“After quarters of watching Japanese competitors demolish Intel's market share from 83% to a mere 1.3%,”
Shane Parrish May 20, 2025 ▶ 0:23 Andy Grove: Only The Paranoid Survive [Outliers]
Assertion Partly supported
Intel spent $600,000 on a single TV commercial for Microma watches
“The company ran exactly one television commercial for the Micromaw watches at a cost of 600,000 dollars.”
Shane Parrish May 20, 2025 ▶ 43:13 Andy Grove: Only The Paranoid Survive [Outliers]
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