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.
why aren't all 9 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
Uretsky: Apple will never match iPhone scale with another product category
“So when I read online about, you know, all of these different pundits talking about, you know, what's Apple's next big thing, my answer is there isn't one, because it has nothing to do with Apple. It has to do with the market. If you can't Find another thing t…”
Green: Only three $100B+ companies were created post-iPhone
“You know, since the iPhone came out in 2007, 2006, whatever it was, there's only been three companies built that did not exist before. That were a hundred billion dollar companies. ByteDance, Pindo Doe, and Uber.”
Seibert: On-device iPhone LLMs will make OpenAI obsolete within five years
“I bet Apple can and will, and so if you project forward five years, if they get to the point where they can run a sufficiently large LLM on your iPhone, then OpenAI is out of the picture. Don't even need to hit their servers. It's just on your phone.”
Lemkin: Apple will announce US iPhone assembly operations within the year
“I think, listen, I don't, I would have to do more analysis to see if, it's not possible, right? If it's close to impossible, but announcing it and beginning a process, you might have to do it. You just might have to do it. I'm going to go yes.”
Lemkin: iPhone and App Store drive 75% of Apple revenue
“25% of the revenue is from the App Store, 40% of its profit, right? And 75% of its revenue is iPhone and App Store.”
Fadell: Apple scrapped two and a half iPhone versions before shipping
“That was what we did on the iPhone. We had two and a half versions really of the iPhone before it shipped, because we kept revving it, getting to a certain point, throwing it away, trying again, getting a certain point, throwing it away because we make constra…”
Ljungman: Most billion-dollar tech companies were created the year iPhone launched
“I think it really, the dawn of the iPhone was pretty amazing, and I think, if you look statistically, the year that the iPhone was launched is also the year that most billion dollar companies were created, and I think that that might be just a You know, that j…”