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

Prediction Didn’t hold up
McMaster: Apple faces margin pressure and negligible emerging market share
“I believe over time, Apple's even going to have products. You know, problems, because they're not going to be able to sustain these margins, and in these markets where Android is dominant, Apple's market share will be negligible. Right? As these markets contin…”
Kurt McMaster Jan 2, 2019 ▶ 15:43 a16z Podcast | Searching for Mobile's Third OS
Assertion Contradicted
Evans: 95% of Android devices ship with Google Mobile Services
“Well, 95% of devices have got GMS”
Benedict Evans Jan 2, 2019 ▶ 9:04 a16z Podcast | So Where Are We on the 'S-curve' for PC Devices?
Assertion Contradicted
Evans: iOS and Android ship 1.5B units annually with 3B active devices
“IOS, Android, doing over one and a half billion units this year, and probably over three billion of those things in the world today.”
Benedict Evans Jan 2, 2019 ▶ 3:40 a16z Podcast | The Year Mobile Began to Truly Dominate Tech
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