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 Supported
Ballmer: Microsoft's first antitrust inquiry came from FTC over IBM collusion
“This was our first antitrust problem. I don't know if you guys know this, is the FTC at the time thought we and IBM were working to divide the market because we had done some positioning. What's windows good for? What's always too good for? We and IBM had done…”
Steve Ballmer Jun 2, 2025 ▶ 25:53 The Steve Ballmer Interview · Acquired
Assertion Supported
Apple's 1985 intellectual property license covered all future versions of Windows
“Apple does do a deal to license a lot of quote unquote their intellectual property, which of course came from Xerox, to Microsoft. Apple, I think, was under the impression that it was just for Windows one point oh, but the actual terms of the agreement are thi…”
Ben Gilbert Apr 22, 2024 ▶ 2:39:01 Microsoft Volume I: The Complete History and Strategy of founding through Windows 95 (Audio) · Acquired
Assertion Partly supported
EpicCare was the industry's first Windows GUI EMR application in 1992
“And on the back of that in 1992, they launch Epic Care, which I believe is the first graphical user interface like Windows based EMR application in the entire industry.”
David Rosenthal Apr 21, 2025 ▶ 57:47 Epic Systems (MyChart) · Acquired
Assertion Contradicted
Gilbert: Microsoft gross margin on retail boxed Windows was 29% in the 1990s
“In the nineties, the box software that Microsoft would use to sell Windows Their gross margin on a copy of Windows was 29%.”
Ben Gilbert Jul 22, 2024 ▶ 1:56:01 Microsoft Volume II: The Complete History and Strategy of the Ballmer Years (Audio) · Acquired
Assertion Supported
Rosenthal: 1994 Microsoft consent decree banned tying but allowed feature integration
“The next year, in July, 1994, Microsoft just settles with them, rather than going to trial. They're like, alright, look, we just wanna be done, we're gonna settle with you DOJ, we're gonna be done with the US federal government here, and in that settlement, th…”
David Rosenthal Jul 22, 2024 ▶ 57:12 Microsoft Volume II: The Complete History and Strategy of the Ballmer Years (Audio) · Acquired
Assertion Contradicted
Gilbert: Microsoft achieved 75% gross margins selling Windows via OEM channels
“But when they're selling through an OEM channel, their gross margin was 75%, because you just ship the bits to the OS once, and then the PC manufacturer takes it from there.”
Ben Gilbert Jul 22, 2024 ▶ 1:56:33 Microsoft Volume II: The Complete History and Strategy of the Ballmer Years (Audio) · Acquired
Assertion Supported
Ballmer: US Air Force was Microsoft's first big Windows customer
“Our first big Windows customer, at least as I remember it, was the US Air Force, and they were buying single copies of Windows.”
Steve Ballmer Jun 2, 2025 ▶ 32:30 The Steve Ballmer Interview · Acquired
Assertion Partly supported
Rosenthal: Appellate court permitted Microsoft to bundle IE into Windows in 1998
“Microsoft appeals Judge Jackson's order, and in early May, 1998, the appellate court rules that Microsoft can continue shipping Windows with IE bundled into it, and also continue to bundle any other features that they want as part of Windows, as long as it ben…”
David Rosenthal Jul 22, 2024 ▶ 1:02:40 Microsoft Volume II: The Complete History and Strategy of the Ballmer Years (Audio) · Acquired
Assertion Partly supported
Gilbert: Windows and Office franchises generate more revenue today than ever
“Windows and Office have proven to be these ridiculously durable franchises generating more revenue today than ever.”
Ben Gilbert Jul 22, 2024 ▶ 4:13:54 Microsoft Volume II: The Complete History and Strategy of the Ballmer Years (Audio) · Acquired
Assertion Contradicted
All Windows operating systems released prior to Windows 95 were DOS-based
“Until Windows 95, all of the Windows operating systems were DOS based.”
Ben Gilbert Apr 22, 2024 ▶ 1:46:51 Microsoft Volume I: The Complete History and Strategy of founding through Windows 95 (Audio) · Acquired
Assertion Partly supported
Windows was merely a graphical shell over DOS until Windows 95
“And actually, it was not until Windows 95 that Windows was its own operating system. It was in Windows one, two, three, three dot one, and Windows for Workgroups, it was a graphical operating environment.”
Ben Gilbert Apr 22, 2024 ▶ 2:40:06 Microsoft Volume I: The Complete History and Strategy of founding through Windows 95 (Audio) · Acquired
Assertion Supported
Microsoft had 75 million Windows users before Windows 95 shipped
“I mean, even before Windows 95 shipped, they had seventy five million Windows users.”
Ben Gilbert Apr 22, 2024 ▶ 3:16:03 Microsoft Volume I: The Complete History and Strategy of founding through Windows 95 (Audio) · Acquired
Assertion Supported
Microsoft announced Windows in 1983 prior to the Mac's launch
“Starting in 1983, they're like, we gotta Do our own graphical operating system, or at least user interface, and this is the origins of the Windows product, and they actually announced it in November of 1983 before the Mac ends up shipping, which their partner …”
David Rosenthal Apr 22, 2024 ▶ 2:36:15 Microsoft Volume I: The Complete History and Strategy of founding through Windows 95 (Audio) · Acquired
Assertion Partly supported
Eich: Microsoft was convicted for threatening Compaq over Netscape bundling
“They had the Windows Monopoly, but what they did in tying the browser to it and threatening Compaq with revocation of the Windows license if Compact Shift Netscape as the default browser was illegal, and they got convicted for it.”
Brendan Eich Feb 15, 2022 ▶ 19:21 The Browser (with Brendan Eich, Chief Architect of Netscape + Mozilla and CEO of Brave) · Acquired
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