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

Assertion Supported
Evans: Samsung once controlled half of the global Android market by volume
“Samsung had half of the Android market by volume, more or less, and so that was kind of concerning for Google, that you had this big, powerful partner.”
Benedict Evans Jan 2, 2019 ▶ 10:33 a16z Podcast | Mobile is Eating the World (and Apple is Gobbling Fastest)
Assertion Supported
Liebert: Google cgroups provided the foundation for Docker containerization
“The roots there are actually, well, the roots lie actually at Google. So, four or five years ago, Google contributed, ah, cgroups to the Linux kernel. And cgroups are the foundation for what is now Docker, right?”
Florian Leibert Jan 2, 2019 ▶ 14:25 a16z Podcast | The Consumerization of IT
Assertion Supported
Google unified Apps, Android, and Chrome leadership under Sundar Pichai
“They now have Sundar Running both apps and Android and Chrome, so they've got, again, they've got all the future stuff under one person”
Benedict Evans Jan 2, 2019 ▶ 2:17 a16z Podcast | Google I/O -- A Three-Hour Tour (in 30 minutes)
Assertion Supported
Evans: One-third of the global Android market operates without Google services
“There's two-thirds of Android, which is the one that Google gives numbers for, is outside China, and then there's another third of Android, which is in China, and doesn't have Google Play on it or Google Maps on it”
Benedict Evans Jan 2, 2019 ▶ 11:11 a16z Podcast | China and Tech
Assertion Partly supported
Apple holds 10% and Android 45-50% of global phone sales
“In as much as Apple has about, well, in the launch quarter, they have about 10% of all the phones sold on Earth, and Android has another 45 to 50% although only about two-thirds of those are Google Android and one-third are in China and don't have any Google s…”
Benedict Evans Jan 2, 2019 ▶ 0:54 a16z Podcast | Apple and Google Won the Mobile OS War, But a New War Has Already Begun
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
Opinion
Simudis: Alphabet successfully integrates corporate venture arms with core operations
“For me, a very interesting example is what Google is doing with Alphabet. And the reason I find this interesting is because you're seeing their venture capital groups working in tandem with their, the rest of the corporation.”
Evangelos Simudis Jan 2, 2019 ▶ 18:28 a16z Podcast | On Corporate Venturing & Setting Up 'Innovation Outposts'
Opinion
Horowitz: Silicon Graphics in the 1990s was the Google of its day
“Out of school, I joined a company called Silicon Graphics which you know, at that time it was kind of like the Google of today. It was, we're all like, you know, all the, like so many great engineers and whatnot went to work there.”
Ben Horowitz Jul 29, 2017 ▶ 2:32 On Career Moves and Business Leadership
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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