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 352 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 5 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
Evans: Smartphone camera quality depends on full computational silicon stack
“It's no longer actually the camera module. It's everything. It's the GPU and the CPU and the machine learning software and everything else that's being done in.”
Benedict Evans Jan 2, 2019 ▶ 15:53 a16z Podcast | What's at the Core of the Latest Apple Announcement?
Opinion
Zuegel: OAuth is centralized, janky, and limited by tech monopolies
“OAuth as a tool that people can use as you're building a little side project. You don't want to have to build a whole complicated login system. You plug in OAuth. This is a huge step forward, but it is not really sufficient for everything. It's Centralized. It…”
Devon Zuegel Jan 2, 2019 ▶ 28:30 a16z Podcast | Crypto And The Evolution Of Open Source
Insight
Chen: High time spent on Google Search indicates poor performance
“And Google is the best example of this, right? In fact, if you spend a lot of time on google.com, you know, refining your searches and clicking around, that means actually the service is doing poorly.”
Andrew Chen Jan 2, 2019 ▶ 28:31 a16z Podcast | The Basics of Growth 2 -- Engagement & Retention
Opinion
Dixon: Org design drives Google and Facebook product success
“Facebook and Google, they obviously are hiring great people, but I think it's also the way they empower those people and design the organization that makes them great product organizations.”
Chris Dixon Jan 2, 2019 ▶ 13:22 a16z Podcast | High Growth in Companies (and Tech)
Insight
Lohman: Big tech RSUs function as value preservation, not high-upside returns
“We think of RSUs at a place like Google is, is value preservation, right? They're in a value preservation mode growth, but not huge returns, and you're giving an employee a share of stock, it's got value, that employee can look at that share and say, at the en…”
Greg Lohman Jan 2, 2019 ▶ 24:25 a16z Podcast | All Things Compensation
Disclosure
Ehrensvärd: Ram Shriram backed Yubico after initial Silicon Valley rejections
“Everyone said no to me when I landed here, because we weren't proven, but I continued, and eventually I got introduced to Ram Sharam, who sits in the board of Google, and he had this Silicon Valley mindset. After 40 minutes, he said, how can I help?”
Stina Ehrensvärd Jan 2, 2019 ▶ 27:25 a16z Podcast | The Hard Things about Security
Disclosure
Ehrensvärd: Yubico acquired Google as a customer through open-source community member
“One of them worked for Google. And that's how we got to Google.”
Stina Ehrensvärd Jan 2, 2019 ▶ 24:30 a16z Podcast | The Hard Things about Security
Assertion Not checkable as stated
Jez Humble: DevOps emerged to solve scale challenges pioneered by Amazon and Google
“And I think from a historical point of view, the best way to think about DevOps, it's a bunch of people who had to solve this problem of how do we build large distributed systems that were secure and scalable and be able to change them really rapidly and evolv…”
Jez Humble Jan 2, 2019 ▶ 2:11 a16z Podcast | Feedback Loops -- Company Culture, Change, and DevOps
Opinion
Evans: Google should make Chrome HDMI sticks for enterprise computing
“That's what I think Google should be doing with Chrome. They should be making HDMI sticks.”
Benedict Evans Jan 2, 2019 ▶ 21:28 a16z Podcast | The $200 PC in the Enterprise
Assertion Not checkable as stated
Clark: Google pays $1 million for talent with deep learning intuition
“This is why Google will pay like a million dollars for someone with 10 years of deep learning experiences is that intuition that's built up.”
Scott Clark Jan 2, 2019 ▶ 12:50 a16z Podcast | AI, from 'Toy' Problems to Practical Application
Assertion Not checkable as stated
O'Reilly: Google's rejection of banner ads launched its search dominance
“Larry and Sergey were like, we hate that. We're not going to do that. And it was a moral rejection of that business model that eventually led them down the path of, we want ads to be as effective and as useful as search results. And that was the beginning of G…”
Tim O'Reilly Jan 2, 2019 ▶ 6:39 a16z Podcast | Platforming the Future
Assertion Partly supported
Evans: Founders control all top tech giants except Apple
“And they all, except for Apple, the founders control the company.”
Benedict Evans Jan 2, 2019 ▶ 26:59 a16z Podcast | Platforming the Future
Disclosure
Andreessen: I passed on Google because search was a cost center
“Google just struck me as absurd on its face for two obvious reasons. One is everybody knew search was a low quality user experience. And two is everybody knew that search was a cost center, not a profit center.”
Marc Andreessen Jan 2, 2019 ▶ 29:40 a16z Podcast | Competing Against Luck
Insight
Lee Fan: Visual discovery on Pinterest differs from Google by lacking objective right answers
“In some way, this is different from Google. There's no right or wrong.”
Lee Fan Jan 2, 2019 ▶ 4:42 a16z Podcast | Engineering Intent
Assertion Not checkable as stated
Evans: Google killed radio ads because it clashed with company identity
“They bought a radio advertising company, and they worked out that they could not make radio work without changing what Google was. So they didn't do it.”
Benedict Evans Jan 2, 2019 ▶ 21:02 a16z Podcast | The Strategies and Tactics of Big
Insight
Evans: Google is fundamentally about data scale, not advertising
“Google is a company that's around handling vast amounts of data. And everything that Google then does is sort of an expression of that.”
Benedict Evans Jan 2, 2019 ▶ 7:35 a16z Podcast | The Strategies and Tactics of Big
Assertion Partly supported
D'Amato: Google was the first company to publicly disclose Chinese cyberattacks
“If you walk through the timeline, you go back and start with Google in 2010, when they're the first company to come out and actually talk about Chinese state-sponsored actors. This is something the government and a lot of people knew about at the time. And it'…”
David D'Amato Jan 2, 2019 ▶ 13:11 a16z Podcast | Cybersecurity in the Boardroom vs. the Situation Room
Prediction Held up
Russell: Current BCI tech will allow seamless thought-controlled computer actions
“And now with this current generation, it seems like between Elon, Facebook, probably something from Google that We're actually going to start to see these things that kind of invisibly actually just let you think something and have some kind of action show up …”
Kyle Russell Jan 2, 2019 ▶ 8:06 a16z Podcast | QR. AR. VR.
Insight
Rogers: Software projects need neutral governance to become industry standards
“Google just gave Kubernetes over to the Cloud Native Computing Foundation. And that's like, you know, an up and coming project. It's getting lots of contributors and lots of new adoption. And that was just because, like, for it to be a de facto standard, it ne…”
Michael Rogers Jan 2, 2019 ▶ 30:41 a16z Podcast | The Changing Culture of Open Source
Insight
Wroblewski: Copying big tech design without internal data is dangerous
“So you just run a dangerous game when you say, oh, Google did this. Facebook did this. Snapchat did this. Because you're not in there. You don't know why they're doing it. You don't have the data. And without that information, you're just kind of guessing that…”
Luke Wroblewski Jan 2, 2019 ▶ 12:27 a16z Podcast | Culture and/of Design
Assertion Supported
Evans: Google bypassed Android OS fragmentation using Google Play Services
“Always been kind of trying to get the handset makers to do operating system updates, and it's never worked. But they sort of got around that part of the fragmentation problem for their own services by putting Google Play services on top of everything.”
Benedict Evans Jan 2, 2019 ▶ 4:46 a16z Podcast | Truce for Mobile, Battle for VR
Assertion Supported
Sinofsky: Google pioneered infrastructure design based on continuous hardware failure
“Along comes Google, and they basically pioneered this whole notion that, like, all the disk drives, it's not like they're likely to fail, it's that they will fail. And so it was designing a whole system on the presumption of continuous failure, which was like …”
Steven Sinofsky Jan 2, 2019 ▶ 14:14 a16z Podcast | It's Complicated
Assertion Supported
Fei-Fei Li: Google holds early self-driving advantage in data and algorithms
“Companies like Google, even though they didn't have cars at the beginning, they had algorithms. They started this early, so they now have both data and algorithms.”
Fei-Fei Li Jan 2, 2019 ▶ 17:51 a16z Podcast | When Humanity Meets A.I.
Insight
Chan: Google Instant Apps mirrors WeChat's strategy of eliminating user friction
“What excites me about instant apps is it really does eliminate friction for the end consumer, and it also reflects to me that Google understands something that WeChat has known for years, and it's critical to the success of official accounts on WeChat, which i…”
Connie Chan Jan 2, 2019 ▶ 17:44 a16z Podcast | Innovation vs. Invention at Google I/O
Prediction Not checkable as stated
Chan: Google's AI launch will spawn viral Tumblr blogs of misinterpretations
“I think that when it does launch, there will be use cases where it goes wrong. Like you can just imagine the photos that they interpret Incorrectly, occasionally, or the suggested phrase that just, you can just imagine a whole Tumblr being created around this.”
Connie Chan Jan 2, 2019 ▶ 6:00 a16z Podcast | Innovation vs. Invention at Google I/O
Assertion Partly supported
Chen: Google powers DeepMind algorithms using commodity x86 PC hardware
“Like if you look at an x-a-t-e-s server in a data center, exactly the servers that Google is using to compute deep mind algorithms, they're PCs.”
Frank Chen Jan 2, 2019 ▶ 7:26 a16z Podcast | The Dream of AI Is Alive in Go
Insight
Chan: Chinese Tech Companies Are Distinct Products, Not Clones
“You will see companies that look like the Facebook of China, look like the Google of China, look like the YouTube of China, but they're different. And that's why it's not just Chinese Twitter.”
Connie Chan Jan 2, 2019 ▶ 31:12 a16z Podcast | 'In the Eye of a Tornado': Views on Innovation from China
Assertion Partly supported
Strange: Millennials trust tech giants more than traditional banks
“There's definitely a lot around the millennial generation and how, you know, they hate going to their banks more than they hate going to the dentist. They would actually trust Apple, Google, name your tech Institute more than banks.”
Angela Strange Jan 2, 2019 ▶ 9:54 a16z Podcast | When Banking Works Like My Smartphone
Opinion
Evans: Google's Core Search Product Is Completely Unchallenged
“Their kind of core search product is, I think, completely unchallenged, really. Their kind of, their position is completely stable.”
Benedict Evans Jan 2, 2019 ▶ 13:25 a16z Podcast | The Year Mobile Began to Truly Dominate Tech
Assertion Not checkable as stated
Sinha: Google hosted 20,000 daily video calls for 40,000 employees
“When we were at Google, I think we left right around the same time, but when we were at Google, we were around 40,000 people. Every single day, they would do 20,000 video calls. The average person used video one to two times a day”
Shan Sinha Jan 2, 2019 ▶ 9:03 a16z Podcast | Telepresence and Tech for a Distributed Workforce
Assertion Supported
Hariharan: U.S. tech giants dominate India without local equivalents like Alibaba
“You don't have an Alibaba yet in India. You don't have the buy, the Google of India is Google. The Facebook of India is Facebook.”
Anu Hariharan Jan 2, 2019 ▶ 35:00 a16z Podcast | The Tiger and the Dragon -- On Tech and Startups in India and China
Assertion Supported
Burbidge: Nearly 80% of millennials trust tech giants over banks
“Certainly more than 50, I think it was close to 80% of millennials trust the brands, you know, Facebook or Google. Or Apple, I think was the top of the pile, much more than their banks.”
Eileen Burbage Jan 2, 2019 ▶ 32:18 a16z Podcast | Fintech from the World's Financial Capital -- London
Prediction Not checkable as stated
Burbidge: Fintech startups will sell to big tech, not banks
“Your exit opportunities aside from staying independent and maybe going public or whatever is potentially on the buyout side. You may not be selling to a bank, you might be selling to Facebook, you might be selling to Amazon, you might be selling to Google as t…”
Eileen Burbage Jan 2, 2019 ▶ 32:37 a16z Podcast | Fintech from the World's Financial Capital -- London
Prediction Not checkable as stated
Shanahan: Google Search will increasingly move from keyword queries to natural language
“I think Google will expect us to do that less and less as time goes by, and expect the interactions to be in more and more natural language.”
Murray Shanahan Jan 2, 2019 ▶ 22:01 a16z Podcast | Artificial Intelligence and the 'Space of Possible Minds'
Insight
Evans: Mobile OS platforms integrate services much deeper than PC OSs
“Unlike, say, a web browser on a, either a Windows or a Mac, where the web browser was the platform and the Windows or the Mac computer wasn't really where you were building internet services. Whereas on a smartphone, not only are you building in the web browse…”
Benedict Evans Jan 2, 2019 ▶ 5:17 a16z Podcast | What Comes After the Smartphone
Insight
Levine: Future data centers will mirror hyperscale cloud architectures, not legacy hardware
“A lot of the new data center architectures Are more going to look like Facebook, Google, and Amazon, and less like older, you know, sort of Wall, I call them Wall Street data centers.”
Peter Levine Jan 2, 2019 ▶ 6:30 a16z Podcast | Dell + EMC -- Why the Python Just Ate the Cow
Assertion Not checkable as stated
Andreessen: PageRank is only one of 900 factors in Google search
“It's one of, like, PageRank is, like, one of, like, 900 factors now that go into a Google search result. The other 899 happened after they left Stanford.”
Marc Andreessen Jan 2, 2019 ▶ 28:37 a16z Podcast | The Role of Academia in the Startup World
Assertion Supported
Boneh: Big tech security teams possess the authority to delay product launches
“In big companies like Microsoft, Apple, Google security teams in fact are involved in the process from the design phase, which is really important. And then if a product is about to ship out and a security, the security team discovers a big vulnerability, they…”
Dan Boneh Jan 2, 2019 ▶ 37:23 a16z Podcast | Crypto, Security, CS, Quantum Computing, and More with Our New Professor-in-Residence
Assertion Not checkable as stated
Cheney: Mobile tech lacks indoor contextual intelligence despite 80% indoor time
“There's a missing link there where there's still no layer of context in physical and indoor environments, which is where we spend, what, 80% of our time?”
Steve Cheney Jan 2, 2019 ▶ 1:56 a16z Podcast | Location, Location, Location -- and Mobile
Insight
Evans: Apple and Google approach context-aware computing from opposite directions
“Apple and Google are both kind of climbing the mountain. This is a thing I'm probably saying too often, but they're kind of climbing the mountain from the opposite side. So, on the one hand, you have all of these sensors, and you have beacons, which of course …”
Benedict Evans Jan 2, 2019 ▶ 2:56 a16z Podcast | Location, Location, Location -- and Mobile
Insight
Apple and Google are killing the ten blue links
“I think what Apple and Google are both doing is killing the list of 10 links. The 10 blue links.”
Benedict Evans Jan 2, 2019 ▶ 5:20 a16z Podcast | Apple Gets Its Music Streaming and Gives News Another Try
Insight
Benedict Evans: Apple Watch strategy enhances iPhone, unlike Google's cloud approach
“I mean, I think, you know, to Stephen's point about platform, this is clearly, you know, and again, this is what speaks to the, again, a sort of thing I talk about a lot, which is kind of a difference between Apple and Google, which is for Google, there's a wh…”
Benedict Evans Jan 2, 2019 ▶ 19:16 a16z Podcast | Apple Watch -- Looking for New Things Done in New Ways
Opinion
Janeway: Google stands out for its exceptional culture of integrating acquisitions
“I'm very, I have to say, I'm extraordinarily impressed by Google's style of being able to acquire and support and create space. Now, if you're as rich as Google is, you can afford to do that, but it's a cultural phenomenon.”
Bill Janeway Jan 2, 2019 ▶ 24:10 a16z Podcast | Good Bubbles, Bad Bubbles -- and Where Unicorns Come from
Insight
Chris Dixon: Ad tech startups must sell quickly during M&A consolidation waves
“My advice was always, when that happens, you gotta, like, It's like musical chairs. And if you don't get a seat, you know, you're probably screwed because now these guys are all part of, you now have your direct competitor is now part of Google and part of Fac…”
Chris Dixon Jan 2, 2019 ▶ 9:29 a16z Podcast | Verizon Plus AOL -- Why? -- The Short Answer is Mobile
Assertion Supported
Nguyen: MapReduce Was Intentionally Designed for Reliability Over Speed
“Interestingly, a lot of people may not realize that MapReduce was designed to be slow.”
Christopher Nguyen Jan 2, 2019 ▶ 12:37 a16z Podcast | Making Sense of Big Data, Machine Learning, and Deep Learning
Insight
Nguyen: Big Data Is Defined by Learning Thresholds, Not Volume
“So I like something that Peter Norvig, the director of research at Google said when he referred to big data, he says, big data is not just quantitatively different, but it's qualitatively different. In other words, there's something that happens when you have …”
Christopher Nguyen Jan 2, 2019 ▶ 1:42 a16z Podcast | Making Sense of Big Data, Machine Learning, and Deep Learning
Opinion
Evans: Apple is less of a competitor to Facebook and Amazon than Google
“Apple is less of a competitor to both Facebook and Amazon than Google is.”
Benedict Evans Jan 2, 2019 ▶ 22:02 a16z Podcast | Enough with the Old Stuff -- Time for New Questions in Mobile
Insight
Masters: Startups cannot match Google or Facebook compensation to recruit top talent
“And I think that's the only way that if you're a startup, that's the only way that you're going to, you know, you're not going to be able to pay as much as Google or Facebook at this point. And that's the only way to attract people. Probably.”
Blake Masters Jan 2, 2019 ▶ 7:41 a16z Podcast | Secrets, Power Laws, and Technology – The Ideas of “Zero to One”
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 1,000 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.