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 5 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
Thompson: Twitter Should Have Had Disappearing Tweets from Day One
“I think actually one of the biggest mistakes Twitter made, and it's understandable. No one could have seen it at the time, but Twitter should have had disappearing tweets from day one. It should have always been a just in the moment sort of social network. I t…”
Thompson: Apple's privacy changes enhanced Meta's long-term ad moat
“The Apple changes were very devastating, and they're structurally devastating, and so they deserve a significant haircut on their valuation because of that, but I also think they were moat-enhancing in the long run, where I question whether any other company i…”
Thompson: TSMC cannot hedge against Taiwan geopolitical risk
“A core to their model, essential to the model of being so flexible, being so adaptive of incorporating new equipment of accommodating hundreds and hundreds or thousands of customers is all their engineering's in one place. And that. Place is Taiwan and that ha…”
Thompson: Nothing visually about Substack is memorable
“Nothing visually about Substack is memorable. Every single site looks the same. And also they'll be reading a post and I'll have to like bring down the address bar number. Who am I reading again?”
Thompson: Meta's targeted ads are essential for niche online businesses
“And actually one of the reasons I actually am in general favorable towards meta is I think they're an essential component in the broader ecosystem of niche businesses, because if the entire world is your audience, how does the world find out about you? I'm luc…”