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 12 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
Gilbert: TikTok stealing users was a bigger existential threat than Apple's ATT
“The interesting thing is, at this time, the real threat wasn't actually ATT. The biggest of those three threats was TikTok stealing users. The whole ATT thing is about how much money can we make off of an ad because it is so well targeted? That's an optimizati…”
ByteDance Is an AI Company Using TikTok Merely as a Deployment Vector
“ByteDance is an AI company. ByteDance is not a product company. And the core product that ByteDance makes is its AI, along with all sorts of other stuff. TikTok is like the product vector, one of many, and the biggest. By which they deploy their actual product…”
Rosenthal: Million-view TikToks fail to convert podcast subscribers for Acquired
“We haven't acquired TikTok, we're on YouTube Shorts, we post on Twitter, and like, None of that drives the needle for us. Like, we've had videos on TikTok get a couple million views, and we don't know if it translated to a single new subscriber.”
Rosenthal: Almost no company can match Meta's global integrity and anti-spam scale
“So, while probably, you know, YouTube, to a certain extent, TikTok, perhaps, also have similar strengths here, I doubt there is any other company in the world capable of actually operating privacy, integrity, and security, and within that is also anti-spam stu…”
Gilbert: TikTok could have disrupted Meta without FAIR's AI research foundation
“If not for FAIR, TikTok could have disrupted Facebook.”
Gilbert: TikTok is the most significant competitor Facebook has ever faced
“That created a competitor for Facebook that is more significant than anything they've ever faced.”
TikTok Operates as Media, Rendering an Authenticated Social Graph Irrelevant
“TikTok and ByteDance, its parent company, as you point out, Ben, was so completely orthogonal to everything that Facebook had learned over the past 15 years. Because, yes, number one, most importantly, it's not social media. It's media. There's no social. And …”
Gilbert: Meta's core essence is its ability to move like water
“Ultimately, my big takeaway is the company moves like water. It is the company that has connected the world that will always gear up for the next battle and be whatever they need to be in the next era, and whether it's them defining the next generation of comp…”
DeMuro: YouTube Creator Views and Monetization Are Down Due to TikTok
“Every YouTube creator will tell you their views are down and it's not as monetizable.”
DeMuro: Content creators must build external businesses beyond YouTube and TikTok
“The advice I give to all my creator friends is you need to do something. You need to do something. YouTube is not enough. TikTok is not enough. You need to take your audience and go do something.”