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

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
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”
What-if
Douglas: TSMC bottlenecked desired AI chip acquisitions in 2024
“Even if you, as much as you wanted chips last year, it would have been impossible to get them because TSMC was, you know, booked out and so forth.”
Sholto Douglas Oct 2, 2025 ▶ 2:34 Sonnet 4.5 & the AI Plateau Myth — Sholto Douglas (Anthropic)
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