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 4 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

Prediction Held up
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…”
Moisey Uretsky Oct 14, 2016 ▶ 10:20 20VC: How You Can Learn To Be A Great Business Leader & Why All Successful Business Must Be Loved or Needed with Moisey Uretsky, Founder @ Digital Ocean
Prediction Held up
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.”
Jeff Seibert Nov 24, 2023 ▶ 23:48 The Ultimate AI Roundtable: What Happens Now in AI, Why Google are Vulnerable | E1085 · 20VC with Harry Stebbings
Assertion Supported
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…”
Tony Fadell Jun 6, 2022 ▶ 44:05 Tony Fadell: Product Marketing Lessons I Learned from Steve Jobs | 20VC #884 · 20VC with Harry Stebbings
Assertion Supported
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…”
Mattias Ljungman Aug 31, 2015 ▶ 11:54 20 VC 067: Scaling Startups Into Unicorns with Atomico's Mattias Ljungman and Carolina Brochado
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