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 14 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 Contradicted
Sinofsky: Only Samsung and LG can manufacture full home appliance suites
“God, that means that all of these companies are gonna have to make all of those parts, and there are only two companies that can do that, which is Samsung and LG.”
Steven Sinofsky Jan 2, 2019 ▶ 13:54 a16z Podcast | Beyond CES: Connected Home Devices, Voice, and More
Assertion Supported
Patel: Intel is ahead of Samsung on 2nm process technology
“They think, I think industry generally agrees that Intel is further along you know, the sort of the two nanometer class process technology than Samsung is but both are way behind TSMC.”
Dylan Patel Aug 18, 2025 ▶ 49:05 Dylan Patel on GPT-5’s Router Moment, GPUs vs TPUs, Monetization
Prediction Held up
Sinofsky: Android OEMs will launch dozens of VR headsets by 2017
“Fast forward this, 1218 months, and you could see the reviews and the columns, and it's going to be the Samsung VR kit, the Xiaomi VR kit, and just like 12 different ones that are like the same but different, and people are going to evaluate those, and then th…”
Steven Sinofsky Jan 2, 2019 ▶ 23:35 a16z Podcast | Innovation vs. Invention at Google I/O
Assertion Supported
McMaster: Micromax surpassed Samsung as India's top smartphone manufacturer
“Last August, they surpassed Samsung as volume shipment sales in India. Last week, they passed Samsung as the number one smartphone manufacturer in India, right? They're now a top 10 global OEM, right?”
Kurt McMaster Jan 2, 2019 ▶ 13:45 a16z Podcast | Searching for Mobile's Third OS
Assertion Supported
Evans: Emerging Chinese smartphone makers are hurting Samsung, not Apple
“In precisely the period that you have half a dozen Chinese manufacturers coming into market with really good design and strong brand, which show me is only the most obvious, and what's happening is those guys are killing Samsung, they're not touching Apple at …”
Benedict Evans Jan 2, 2019 ▶ 7:48 a16z Podcast | Mobile is Eating the World (and Apple is Gobbling Fastest)
Assertion Partly supported
Evans: None of the original cellular pioneers remain in the handset business
“If you think back again, 15 years ago, none of the companies that kind of created cellular are in the handset business anymore. Like, none of them. They're all out of it. Like, Nokia, Ericsson, Siemens, you know, Motorola. All of those companies are out of the…”
Benedict Evans Jan 2, 2019 ▶ 20:52 a16z Podcast | Mobile Falls Hard for Virtual Reality
Assertion Supported
Evans: Apple captured Samsung's high-end smartphone market share with larger iPhones
“Apple has always been pretty secure in its market, and then it sounds like Apple had, as it might be, a half to two-thirds of the high-end, and Samsung had most of the rest. With the big phone, it took, big phones last year, it took a lot more of that, and you…”
Benedict Evans Jan 2, 2019 ▶ 6:29 a16z Podcast | Apple Has Lock on Luxury Smartphones, But Not Business of TV
Assertion Partly supported
Evans: Samsung Captured Half of Android Volume and Almost All Profits
“There's been a question for two or three years as to what was going to happen with Samsung, which had taken half of the Android market by volume and almost all the profits.”
Benedict Evans Jan 2, 2019 ▶ 3:07 a16z Podcast | Enough with the Old Stuff -- Time for New Questions in Mobile
Assertion Supported
Evans: Chinese teenagers prefer iPhones and Xiaomi over Samsung
“Indeed, if you then ask Chinese teenagers what brand they want, first they say they want an iPhone, then they say they want a phone from interesting new brands like Xiaomi or Meizu and Samsung is a hand-me-down phone they get from their grandmother. They all h…”
Benedict Evans Jul 15, 2017 ▶ 6:53 Mobile Is Eating the World, 2015
Assertion Partly supported
Mónica: HTC and Samsung added crypto hardware processors to phones
“The current hardware manufacturers that you use, HTC and Samsung, have been adding features to their phones, crypto processors, that have the sole purpose of maintaining safely private keys on your devices.”
Diogo Mónica Jan 30, 2020 ▶ 7:46 Data Security and the Rise of Crypto
Prediction Didn’t hold up
Russell: Millions will get free Gear VR headsets in coming months
“So we're gonna see potentially millions of people get a VR headset for free in the next couple of months.”
Kyle Russell Jan 2, 2019 ▶ 34:14 a16z Podcast | Mapping the Future of Virtual Reality
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 Partly supported
Evans: iPhone ASP is $600 compared to Android's $250 average
“They sell a phone that an average of 600 dollars, In an industry that averages about a 180, and Android averages about 250. And in the high-end space, they have, as it might be, two thirds to three quarters of the market, and Samsung has most of the rest.”
Benedict Evans Jan 2, 2019 ▶ 18:56 a16z Podcast | The Apple WWDC 2014 Deep Dive
Assertion Supported
Cronin: Samsung Gear VR is priced at $100 plus smartphone cost
“Now Sam, with the Gear VR, you have something that's available for anyone to buy for a hundred dollars on top of the price of A Samsung phone.”
Beau Cronin Jan 2, 2019 ▶ 4:01 a16z Podcast | The Present State and Future Possibility of Virtual Reality
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.