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.

2statements match

2resolved → 0open claims → 2supported → 0contradicted →

why aren't all 2 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: Huawei used shell companies to procure TSMC chips and Korean HBM

“Well, actually they were using shell companies to get chips from TSMC and using Different methods of like sneaking HBM, which is memory from, you know, Korea through Taiwan to China, right?”

Dylan Patel Feb 5, 2026 ▶ 37:32 Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled”

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

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The Ledger

Turn any episode into a week of clips.