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 6 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
Patel: TSMC is actively manufacturing chips in Arizona for Nvidia, Apple, and AMD
“TSMC is literally making chips for NVIDIA and Apple and AMD and others in Arizona today, right?”
Dylan Patel Feb 5, 2026 ▶ 43:15 Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled”
Assertion Supported
Borgman: Presto is mostly Facebook internal, while Trino is the mainstream branch
“They started as identical copies, but the code bases have diverged quite a bit. And today Presto is really just used by Facebook. So it's sort of like their own private branch in a way used by a small number of people. And Trino has become the mainstream commu…”
Justin Borgman Jan 30, 2025 ▶ 13:00 Trino, Iceberg and the Battle for the Lakehouse | Justin Borgman, CEO, Starburst
Assertion Supported
Nvidia chips appear in 11x more AI research papers than all competitors
“If you sum all the papers that use NVIDIA chips versus all the papers that use TPUs, FPGAs, ASICs, Apple, Huawei, the sum of all NVIDIA papers versus the sum of everybody else, the delta is like 11 times.”
Nathan Benaich Nov 14, 2024 ▶ 43:56 State of AI 2024: Frontier Models, AI Geopolitics, Robotics | Nathan Benaich, Air Street Capital
Assertion Supported
Apple used Foursquare data to improve international maps after botched rollout
“Apple had a few problems with their map rollout, as you may have heard. And so you know, they came to us to try to improve the map data set around the world outside the U.S.”
Jeff Glueck Mar 24, 2017 ▶ 5:03 Location Intelligence // Jeff Glueck, Foursquare (FirstMark's Data Driven)
Assertion Partly supported
Glueck: Foursquare outpredicted Wall Street on iPhone 6s launch sales
“When we predicted Apple the first weekend of sales for the iPhone six S, and at the time Wall Street consensus was you know, around 11 to twelve million units the first weekend, and we said it would be 13 to 14, and they came out over 13.”
Jeff Glueck Mar 24, 2017 ▶ 17:10 Location Intelligence // Jeff Glueck, Foursquare (FirstMark's Data Driven)
Assertion Partly supported
LeCun: Apple, Android, and Microsoft mobile speech recognition use deep learning
“So probably many of you know that most You know, mobile speech recognition application search and stuff like that uses deep learning for the last two years. This is both for, you know, Apple, Android, Microsoft. All of those applications use deep learning for …”
Yann LeCun Dec 18, 2014 ▶ 15:27 Yann Lecun, Facebook // Artificial Intelligence // Data Driven #32 (Hosted by FirstMark Capital)
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