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 19 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
Lutnick: US government will acquire a 9.9% equity stake in Intel
“And at three o'clock, we're going to sign the document together in the Oval Office, where the United States of America will own 9.9% of the great American technology company Intel.”
Howard Lutnick Aug 30, 2025 ▶ 3:09 Weekly Recap: Taylor Swift Gets Engaged, SpaceX Launches Falcon 9, Dr. Drew
Assertion Supported
Intel Converted CHIPS Grants to Equity to Meet Trump Requirement
“So in order for the government stake to reach 10% demanded by President Donald Trump, Intel had to convert billions in manufacturing grants advanced under the 2022 CHIPS Act, plus 3.2 billion dollars of contracts from the Department of Defense into equity.”
John Coogan Aug 6, 2026 ▶ 26:52 More Details on OpenAI-Hugging Face, SpaceX SPV Investors Get Rugged, Demis and DeepMind | Diet TBPN
Assertion Supported
U.S. government agreed to convert $8.9B in grants into 10% Intel stake
“Intel and the U.S. Soon agreed that the government would use 8.9 billion in grants that have been committed, but not paid to take a nearly 10% stake at a slight discount.”
Jordi Hays Aug 30, 2025 ▶ 33:39 Weekly Recap: Taylor Swift Gets Engaged, SpaceX Launches Falcon 9, Dr. Drew
Assertion Supported
Intel Secures $7B From Nvidia and SoftBank Following Federal Intervention
“Since Washington stepped in, as you know, Jordy Intel has pulled five billion of investment from NVIDIA, two billion from Japan's SoftBank, and its shares have more than quadrupled, trouncing those of rivals.”
John Coogan Aug 6, 2026 ▶ 27:48 More Details on OpenAI-Hugging Face, SpaceX SPV Investors Get Rugged, Demis and DeepMind | Diet TBPN
Assertion Supported
Coogan: Intel stock gained 400% following government equity stake
“Intel's the big one where post-government stake, I think the stock is up 200 or 400%, something like that.”
John Coogan Jul 3, 2026 ▶ 9:21 Jersey Mikes's IPO, AI Lab Nationalization, SpaceX AIPhone | Diet TBPN
Assertion Supported
Lip-Bu Tan says Intel doubled its market capitalization over $200 billion
“We double the market cap. It's over two hundred billion.”
Lip-Bu Tan Jan 10, 2026 ▶ 27:38 AI Needs a Steve Jobs, Meta’s Nuclear Powerplants, a16z raises $15B | Diet TBPN
Assertion Supported
Intel deal lets US government buy 5% more if manufacturing sells
“David Shapiro, a former partner on the Wall Street firm, Watchdoll, Lipton, and Rosen, and Katz drew up the terms, including a provision that the government could acquire another five percent of Intel at a discount if the company sells the majority of its manu…”
Jordi Hays Aug 30, 2025 ▶ 33:59 Weekly Recap: Taylor Swift Gets Engaged, SpaceX Launches Falcon 9, Dr. Drew
Assertion Supported
Coogan: Intel has not received any funding from the CHIPS Act yet
“And I believe that Intel still hasn't gotten paid for anything from the Chips Act.”
John Coogan Dec 6, 2024 ▶ 2:36:20 Inside Facebooks Secret "Red Book" (ep18)
Assertion Supported
Cosgrove: The Trump administration took equity in Intel and MP Materials
“So then, most recently, we, we've seen the Trump administration take you know, equity in certain companies. Right, so this is, like, Intel. This is MP Materials.”
Tyler Cosgrove Mar 6, 2026 ▶ 10:07 A Short History of America Nationalizing its Companies
Assertion Supported
SoftBank Agrees to Invest $2 Billion into Intel
“SoftBank led by Masa suddenly agreed to put two billion into the company, part of its campaign to bet on us firms and appeal to Trump.”
Jordi Hays Aug 30, 2025 ▶ 29:39 Weekly Recap: Taylor Swift Gets Engaged, SpaceX Launches Falcon 9, Dr. Drew
Assertion Supported
Coogan: Intel cuts 15% of workforce and cancels European chip fabs
“Intel detailed dramatic steps to revive its sagging fortunes, outlining layoffs for 15% of its workforce, and scrapping plans to spend tens of billions of dollars on new chip facilities in Europe.”
John Coogan Jul 26, 2025 ▶ 1:32:35 Weekly Recap: Casey Neistat, OpenAI Cracks Math, The Future of ChatGPT, Apple x F1, Intel Layoffs
Assertion Supported
Coogan: Intel, TSMC, and Samsung invested $6.8B in ASML in 2012
“ASML, the Dutch company, they did what's called a customer co-investment program. Where Intel, TSMC, and Samsung pitched in 6.8 billion dollars across R&D funding and equity purchases in the company in order to help pull in order to help ASML. This is 2012.”
John Coogan Sep 27, 2025 ▶ 18:26 Weekly Recap: Matthew McConaughey on AI, Nvidia x OpenAI
Assertion Supported
Intel Valuation Sits at $110 Billion Following August Rebound
“Even with the recent share price rebound in August, followed by reports of the deal with Trump, the company is now valued at a hundred and ten billion, a fraction of his dot-com bubble peak.”
Jordi Hays Aug 30, 2025 ▶ 19:31 Weekly Recap: Taylor Swift Gets Engaged, SpaceX Launches Falcon 9, Dr. Drew
Assertion Supported
Coogan: Intel has already received $2 billion in CHIPS Act grants
“They've received two billion already.”
John Coogan Aug 30, 2025 ▶ 1:34 Weekly Recap: Taylor Swift Gets Engaged, SpaceX Launches Falcon 9, Dr. Drew
Assertion Supported
Intel Manufacturing Division Lost $3.2 Billion in Q2
“Tan has so far shied away from spinning off the manufacturing segment, which lost 3.2 billion in the second quarter.”
John Coogan Aug 30, 2025 ▶ 22:43 Weekly Recap: Taylor Swift Gets Engaged, SpaceX Launches Falcon 9, Dr. Drew
Assertion Supported
Intel Expects to Shrink Workforce to 75,000 Employees by Year-End
“Intel now expects to have 75,000 employees at year end, down from 116,500 in June of 2024.”
John Coogan Jul 26, 2025 ▶ 1:31:37 Weekly Recap: Casey Neistat, OpenAI Cracks Math, The Future of ChatGPT, Apple x F1, Intel Layoffs
Assertion Supported
Coogan: Intel posts sixth consecutive quarterly loss of $2.9B
“Revenue in the June quarter was roughly flat at 12.9 billion, beating Wall Street's expectations. The quarterly loss, though, widened to 2.9 billion for the quarter from a 1.6 billion loss in the year earlier period. The results represent the company's sixth c…”
John Coogan Jul 26, 2025 ▶ 1:34:39 Weekly Recap: Casey Neistat, OpenAI Cracks Math, The Future of ChatGPT, Apple x F1, Intel Layoffs
Assertion Supported
Intel Stock Has Dropped Roughly 50% Since Early 2024
“The stock is down roughly 50% since the start of last year.”
Jordi Hays Aug 30, 2025 ▶ 19:40 Weekly Recap: Taylor Swift Gets Engaged, SpaceX Launches Falcon 9, Dr. Drew
Assertion Supported
Coogan: Intel is pivoting from 'copy exact' to 'copy smart' fab manufacturing
“And so now Intel's pivoting to copy smart, only copy what's actually improvement instead of just copying everything exactly.”
John Coogan Jul 26, 2025 ▶ 1:44:38 Weekly Recap: Casey Neistat, OpenAI Cracks Math, The Future of ChatGPT, Apple x F1, Intel Layoffs
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