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

Opinion
Hastings: HBO excels at content but lacks strong technology capabilities
“And if we can combine the two of them better, that protects us against HBO, which is very good at content, but not so good at tech.”
Reed Hastings Jan 2, 2019 ▶ 35:10 a16z Podcast | Tech and Entertainment in the 'Era of Mass Customization'
Prediction Partly held up
Chris Dixon: Television and sports programming will unbundle and move to mobile
“Video, you know, TV is going to move to the mobile phone. HBO has already gone unbundled. Sports is going to go unbundled.”
Chris Dixon Jan 2, 2019 ▶ 1:30 a16z Podcast | Verizon Plus AOL -- Why? -- The Short Answer is Mobile
Assertion Supported
Evans: Gaming stream viewership is larger than Netflix, HBO, or ESPN
“Watching people play games is now bigger than Netflix, or bigger than HBO, or bigger than ESPN.”
Benedict Evans Nov 16, 2018 ▶ 15:10 The End of the Beginning
Insight
Hastings: Netflix competes for broad leisure time, not just Amazon or HBO
“It's not just competing against Amazon or HBO, it's really this open competition for time.”
Reed Hastings Jan 2, 2019 ▶ 13:47 a16z Podcast | Tech and Entertainment in the 'Era of Mass Customization'
Disclosure
Neistat's early YouTube videos got 500 views despite his active HBO show
“When I started my YouTube channel that I have now, I had a show on HBO that was premiering a new episode every single week with a multi-million dollar marketing budget behind it. But I was putting new videos up on YouTube as often as I could, and I was getting…”
Casey Neistat Jan 2, 2019 ▶ 2:38 a16z Podcast | I Reject the Term Viral Video
Assertion Supported
Evans: Apple TV adds an SDK but leaves TV's commercial model intact
“Version two of the Apple TV is not a fundamentally new product. That is to say, it's basically the same UI concept. It's basically the same stuff, except that now there's an SDK. So to get HBO onto it, Apple doesn't have to write the app. To get X or Y or Z on…”
Benedict Evans Jan 2, 2019 ▶ 17:41 a16z Podcast | Apple Has Lock on Luxury Smartphones, But Not Business of TV
Assertion Supported
Dick Costolo worked as unpaid technical consultant on HBO's Silicon Valley
“I contacted the HBO folks who were doing the TV show Silicon Valley and said, hey, I want to come work on Silicon Valley, and the CEO of HBO, Richard Pepler, said, well, we need a, like, technical consultant, but, like, we can't, like, pay you to do it. And I …”
Dick Costolo Jan 2, 2019 ▶ 0:52 a16z Podcast | Improv'ing Leadership
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