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.
why aren't all 10 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
Evans: Infrastructure providers historically fail to capture value compared to OS
“Chip companies didn't capture the value. ISPs didn't capture the value. Mobile network operators didn't capture the value. Windows and iOS did, but they were doing something else.”
Stephen Sinofsky: Legacy desktop OSs cannot retroactively add mobile architecture features
“All the things about power management and security and reliability this whole sealed case notion of the phone and the tablet OS's, these modern OS's, these are huge, huge benefits. And there, there's no way of sort of retroactively adding those to the existing…”
Acharya: AI is in its DOS era and needs a Windows equivalent
“Command Line is, we're sort of in the DOS era of AI, and for this technology and its capabilities to sort of fully be embraced by consumers, we're going to need the windows, so to say.”
Horowitz: Microsoft created cyber theft opportunities by deploying Windows online prematurely
“When it went from vandalism to theft, the vandalism company, Microsoft, is one who created all the theft opportunities By putting windows on the internet when it wasn't ready to be on the internet because it wasn't built for that kind of idea.”
Andreessen: Microsoft licensed Spyglass Mosaic for a $1 million flat fee
“Spyglass gets this call from Microsoft and so the Microsoft guys call Spyglass, and they're like, yeah, we want to license Spyglass Mosaic so we can build it into Windows, and the Spyglass guys say, you know, yeah, that sounds great, you know, basically how mu…”
Srinivasan: VR will replace 2D monitors and create a 3D operating system
“We're probably going to replace a significant percentage of monitors with VR with something to the two-D world, right, and there's going to be a new Windows that's based in the three-D universe, which has totally different GUI metaphors”
Evans: Smartphones act as non-neutral internet platforms unlike desktop Windows
“The smartphone itself is kind of, is a platform for the internet in a way that Windows was not. You targeted the browser, you didn't target Windows, but on the smartphone, you target the smartphone operating system, and it's not neutral. Apple and Google chang…”
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…”
Liebert: Enterprise data centers are undergoing a tectonic shift to Linux
“We're seeing this tectonic shift right now in data centers from Windows over to Linux.”
Benedict Evans: Consumers will converge on owning two main device screens
“You're just going to have this endless proliferation of screens, and people will have two, probably. They'll have one that they put in their pocket and carry everywhere. They will have, they may or may not have a much bigger one that allows them to do more stu…”