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 60 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 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

Opinion
Brody: Generational demographics are marketing fiction except for the pre-iPhone divide
“Demography is made up nonsense that isn't true. And I think it's often done to sell consulting services and to make marketing seem like they're creating generations. The truth is, I don't really believe that with one exception, which I'll come back to, that th…”
Leonard Brody Oct 15, 2023 ▶ 21:39 The magic customer
Insight
Benedict Evans: Banning facial recognition is absurd because ML is commoditized
“But in general, machine learning has become a commodity very quickly which is sort of the absurdity of people saying, well, we have to ban face recognition, or you can ban it, but that won't work. Cause it's just a commodity technology.”
Benedict Evans May 1, 2023 ▶ 10:15 Working out AI questions
Opinion
Evans: Fortnite seems to have mostly faded away
“Fortnite, although that seems to have disappeared now, or mostly faded away.”
Benedict Evans Dec 11, 2022 ▶ 17:35 No Soup for You! Regulating tech M&A
Opinion
Evans: Pharmacy Benefit Managers exist purely to skim off the healthcare industry
“There's this weird thing Americans created called PBM. Is it PBM, the pharmaceutical, the kind of, there's this Entity that basically sits between the insurers and pharmaceutical companies and aggregates orders and bargains. And this is like a, you know, multi…”
Benedict Evans Jul 25, 2022 ▶ 13:19 When the point of leverage changes
Opinion
Evans: Shein's $3 prices stem from scale and manufacturing, not slave labor
“And it's not that everyone's slaves. It's just that it's, you know, it's made at massive scale in a different manufacturing model. And it's, you know, it's a certain level of quality.”
Benedict Evans May 26, 2022 ▶ 34:45 Shein, TikTok and Netflix - thinking about limits
Prediction Not checkable as stated
Evans: Bloomberg will never be disrupted because tech engineers cannot access it
“Well, the thing that occurred to me sometimes is that, you know, Bloomberg, for example, will never be disrupted because the only people who could disrupt it can't see it because it's 24,000 dollars a year. So nobody who knows what it is or really understands …”
Benedict Evans Apr 11, 2022 ▶ 26:32 Are you a seal?
Opinion
Evans: Twitter Failed at Stories Because It Is a 'Clown Show'
“Obviously Twitter tried to do it, but because Twitter is a clown show, it didn't work, but, you know, other people can make this stuff work.”
Benedict Evans Mar 14, 2022 ▶ 28:46 The Evolution of networks
Opinion
Evans: The concept of owning your personal data is logically incoherent nonsense
“Statements like, well, you should own your data, and maybe a third category, in that it is actually, this is actually logically... Incoherent. It's gibberish. It's nonsense. It means nothing.”
Benedict Evans Sep 28, 2021 ▶ 9:13 Regulation - Who will notice?
Opinion
Evans: Epic Games' legal fight against Apple was driven by pure greed
“Epic wanted, A, not to pay the 30%, even though Epic has no marginal cost and was making loads of money, so that was pure greed on their part, and B, they wanted to run their own store so they could sell all sorts of different things, and so they could have al…”
Benedict Evans Sep 20, 2021 ▶ 12:11 Apple's metronome
Opinion
Benedict Evans says Statista scrapes data incorrectly without context or sourcing
“There's this website called Statista, which scrapes other people's websites, copies the numbers in, copies them in wrong without telling you when they were calculated or what you're actually, what's being defined or who did them.”
Benedict Evans Jan 31, 2021 ▶ 9:24 Telling stories with charts
Opinion
Kevins: Google Docs is a joke
“Google Docs is a joke.”
Bernadette Kevins Dec 7, 2020 ▶ 16:22 Slack, Salesforce and the future of work
Insight
Evans: The nature of art is that if it can be copied, it is not art
“The nature of art is that you can't copy it. If you can copy it, it's not art.”
Benedict Evans Apr 24, 2023 ▶ 13:58 Buzzfeed News, Reddit and OpenAI
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