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 7 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

Insight
Chan: Chatbots slow down e-commerce; messaging should link to web views
“I think a lot of commerce actually doesn't need the conversation. And I don't think it, the dialogue, the back and forth chat is that additive. I take customer service aside from that because that's an instance where I feel like I want someone listening. I wan…”
Connie Chan Jan 2, 2019 ▶ 4:53 a16z Podcast | Bots and Beyond
Prediction Held up
Chen: Insurance sales will move to Amazon, Costco, and Facebook Messenger
“Why aren't I buying more insurance products at Costco or Amazon or through Facebook Messenger? And so, like, that will come.”
Frank Chen Jan 2, 2019 ▶ 23:04 a16z Podcast | Reinventing Insurance
Insight
Evans: Apps building solely inside Facebook Messenger cannot reach $10B valuation
“You aren't ever going to be a ten billion or twenty billion dollar company, because they're not your users, they're all Facebook users.”
Benedict Evans Jan 2, 2019 ▶ 7:21 a16z Podcast | Messaging is the Medium
Insight
Evans: Facebook Messenger strategy forces Snapchat to compete with entire app store
“So what effectively what Facebook's trying to do is make Snapchat compete with the whole app store. Because Snapchat is only going to have the content that Snapchat dreams up, whereas Facebook Messenger will have the content that anybody can dream up and decid…”
Benedict Evans Jan 2, 2019 ▶ 7:40 a16z Podcast | Messaging is the Medium
Insight
Evans: Creating an app store inside Messenger just shifts discovery problems
“It's like, problem, the app store has two million things in it. Solution, create an app store inside Messenger. Problem, the Messenger app store has two million things inside it. Like, if you haven't actually done something, you have to do some other thing. Al…”
Benedict Evans Jan 2, 2019 ▶ 20:49 a16z Podcast | Bots and Beyond
Opinion
Pierce: Facebook Messenger lacks the network leverage of WeChat
“Facebook Messenger, which is probably the closest US analog to WeChat because WeChat in the US is nothing like WeChat in China, which is really interesting, but Facebook Messenger has this payment backbone. They have sort of an app store. It's not quite the sa…”
David Pierce Jan 2, 2019 ▶ 18:23 a16z Podcast | Messaging As the Interface to Everything
Assertion Not checkable as stated
Evans: Facebook Messenger lacks WeChat's circular network effect
“WeChat has achieved the point that its success is circular, that you have to be on WeChat because everyone's on WeChat. Everyone's on WeChat because everyone's on WeChat. All brands are on it. And Facebook clearly isn't in that position at all. Certainly not o…”
Benedict Evans Jan 2, 2019 ▶ 33:22 a16z Podcast | Bots and Beyond
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