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 4 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

Insight
Evans: Tablets are household devices with 3-5 year upgrade cycles
“And it feels like where we're settling is it's a one per household or two per household device that gets bought every three or four or five years.”
Benedict Evans Jan 2, 2019 ▶ 5:31 a16z Podcast | The Micro and Macro of Mobile
Assertion Not checkable as stated
Benedict Evans: Consumers are skipping tablets and going straight to smartphones
“Actually what real people are doing is leapfrogging tablets and going straight to smartphones.”
Benedict Evans Jan 2, 2019 ▶ 0:49 a16z Podcast | When Your PC Expires, What's Next?
Opinion
Stephen Sinofsky: Framing tablets as consumption-only devices is a red herring
“When people talk about tablets are for consumption, you know, it's always been a red herring kind of thing because of course, like the number one app used on tablets is mail, which is arguably you consume a lot of mail, but you're presumably are producing some…”
Steven Sinofsky Jan 2, 2019 ▶ 13:15 a16z Podcast | When Your PC Expires, What's Next?
Insight
Benedict Evans: Tablets must intercept the PC replacement cycle
“The tablet actually has to break into the PC replacement cycle. As much as it does to establish itself as a new category.”
Benedict Evans Jan 2, 2019 ▶ 11:13 a16z Podcast | When Your PC Expires, What's Next?
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