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 105 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 Partly supported
Chen: Oil companies make Apple, Amazon, and Google look small
“Not many companies make the tech giants like Apple and Amazon and Google look small, but the oil companies definitely do.”
Frank Chen Feb 3, 2018 ▶ 0:57 The Autonomy Ecosystem: Energy (4 of 8)
Assertion Supported
Rampell: Roughly 25% of Google's most expensive keywords are insurance-related
“25%, more or less, of the most expensive keywords on Google are insurance related.”
Alex Rampell Oct 26, 2017 ▶ 17:37 The Future of Money: Banking on Fintech
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 Supported
Evans: Apple holds $237 billion in cash, Google holds $73 billion
“Apple, meanwhile, has two hundred and thirty seven billion dollars in gross cash on its balance sheet. Google has seventy three billion dollars.”
Benedict Evans Jul 15, 2017 ▶ 27:10 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 Supported
Casado: Waze grew to 50M users on $70M before $1B Google acquisition
“Waze started in about, I think it was 2007, and it went through three rounds of funding, probably got seventy million dollars in total, and within five years, It had a mass, I think, fifty million users and was sold to Google for a billion dollars.”
Martín Casado Jul 15, 2017 ▶ 5:06 Trends in and the Future of Infrastructure
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
McCullough: Google manufactured physical enterprise search appliances until around 2020
“I think they were still manufacturing those as recently as two years ago, by the way.”
Brian McCullough Jan 2, 2019 ▶ 20:59 a16z Podcast | How the Internet Happened
Assertion Supported
Mars: Speech recognition shifted from Gaussian mixture models to deep neural networks
“Google used to use Gaussian mixture models in the early days, and now everyone has moved to deep neural networks. To do the speech recognition, ah, task.”
Jason Mars Jul 28, 2017 ▶ 6:39 Jason Mars
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