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 57 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
Evans: Tech giants occupy the top five spots by market valuation
“Today, Google, Apple, Facebook, Amazon, and yes, Microsoft are all the five, are the five biggest companies on the stock exchange.”
Benedict Evans Jul 15, 2017 ▶ 3:26 Mobile Is Eating the World, 2016
Assertion Contradicted
Evans: Big Tech annual capital expenditure reached $34 billion in 2015
“Annual capex across these companies has gone from one billion dollars in 2000 to thirty four billion dollars in 2015.”
Benedict Evans Jul 15, 2017 ▶ 3:44 Mobile Is Eating the World, 2016
Assertion Partly supported
Evans: E-commerce represents 10% to 12% of US retail revenue
“E-commerce is about 10 to 12% of US retail revenue, a little bit more in some other countries, a little bit less in some others. Amazon is at least two percent of that.”
Benedict Evans Jul 15, 2017 ▶ 18:18 Mobile Is Eating the World, 2016
Assertion Supported
Pande: Computational biology tasks requiring global computing power in 2000 run easily on AWS today
“What we could do 15 years ago required almost all the computers on the planet. Now that's something that we can do easily on something like Amazon.”
Vijay Pande Jul 15, 2017 ▶ 1:14 On Machine Learning in Medicine and More
Assertion Contradicted
Amazon required 10 to 50 times more employees than early eBay
“When, early on when I was managing eBay, Amazon had 10 times, 50 times more employees than we did, because they were building warehouses, they were picking out of their own warehouses, they were shipping, they were procuring merchandise, you know, the whole th…”
Jeff Jordan Jul 15, 2017 ▶ 10:19 Marketplaces
Assertion Supported
Amazon's third-party marketplace volume surpassed its first-party retail volume
“And according to the analysts last year, Amazon sold more product from third parties than they did as a first party merchant.”
Jeff Jordan Jul 15, 2017 ▶ 8:30 Marketplaces
Assertion Supported
Evans: Amazon accounts for only 1.5% of US retail revenue
“Amazon only has about one and a half percent of the entire US retail industry by revenue excluding automotive and gasoline and things like that.”
Benedict Evans Jul 15, 2017 ▶ 23:49 Mobile Is Eating the World, 2015
Assertion Partly supported
Evans: Tech brands comprise 40% of top 100 global brand value
“So technology brands are now 40% of the value of the top 100 brands. Google, Apple, Facebook, Amazon are almost 20%.”
Benedict Evans Jul 15, 2017 ▶ 7:38 Mobile Is Eating the World, 2014
Assertion Supported
Evans: Amazon represents just 1% of the US retail market in 2014
“Incidentally, Amazon only has one percent of the entire US retail industry so far, so that opportunity has quite a way to go, so they probably won't bother making a profit. For quite a way as well.”
Benedict Evans Jul 15, 2017 ▶ 10:36 Mobile Is Eating the World, 2014
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