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 9 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
Sacks: Google should be broken up into four separate companies
“Our workshopping this issue has pretty much convinced me that it should be four companies. Search, advertising, YouTube, and Android, because I think Android could be a standalone business because of the value of the search default.”
Sacks: AI market could mirror Apple-Android split in market share and revenue
“It might end up being a situation like Apple and Android, where Android got a lot of market share, but Apple's where all the monetization was.”
Palihapitiya: Facebook could have disrupted iOS and Android by IPOing earlier
“When you look subsequently at how much money they've spent in AR and VR, spending half a quarters of that cash could have given them the chance to disrupt Android and iOS in 2010 and 11, which in hindsight is obviously a no brainer bet, right?”
Haas: China's software ecosystem still mirrors Western platform standards
“Now today the China ecosystem actually follows the global ecosystem which is good from the standpoint that every mobile phone in China, it doesn't run Google Android, but it runs a version of Android, and it leverages the app ecosystem that comes off of Androi…”
Google DeepMind pursues Android-style OS and hardware-integrated robotics
“That's certainly one strategy we're pursuing is a kind of Android play, if you like, a crossroad as a kind of robotics, almost an OS layer, cross robotics. But there's also some quite interesting things about vertically integrating our latest models with speci…”
Sacks: Google's successful acquisitions have been horizontal platform plays like Android
“I mean, the acquisitions where Google has been really successful have been broad, horizontal platform plays like Android.”
Friedberg: Close to 80% of global handsets run on Android forks
“Close to 80% of global handsets are run on Android forks.”
Calacanis: Android smartphones in India now sell for $15 to $25
“They're down to 15 to 25 dollars for these Android phones in India.”
Friedberg: Google used open-source Android to secure search dominance
“Google made Android open source. And by making the Android operating system open source, They were able to have their own forked versions that they were able to install on phones with partners like HTC and Samsung and others that they could then have their sea…”