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 13 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
Evans: Founders wanting autonomy shouldn't take $20 billion acquisitions
“Yeah, you're going to reach a point where, like, if you didn't want to be part of Adobe, then you shouldn't have taken the fucking twenty billion dollars. Which was always the problem with WhatsApp. Like, and yes, there were all sorts of things about broken pr…”
Evans: Figma will grow to replace all of Photoshop and Illustrator
“This is clearly an existential question because this thing is going to grow. You know, it is going to grow, expand and take over all of Photoshop and all of Illustrator. It's going to be the better way of doing that in a way that Google docs never really did f…”
Evans: Midjourney is not a product yet, just a Discord channel
“So they've kind of productized mid journey because mid journey basically isn't a product at the moment. It's a discord channel.”
Evans: Retrofitting Collaboration Onto Legacy Binary Software Requires Building New Products
“It's really difficult to add that real time, multiple people working on it, multiple people collaborating at the same time to like a 50 meg binary file that was never intended for that and software that was never built for that. And so you'd almost kind of hav…”
Evans: Video collaboration TAM is much larger than video editing TAM
“The TAM for the collaboration around the video edit was actually much bigger than the TAM for the video edit.”
Evans: Microsoft buying Figma would make more strategic sense than Adobe
“It would have been actually strategically much more interesting for Microsoft to buy this, whereas for Adobe it's just really fucking obvious.
Of course they should buy it, and they should have bought it five years ago.”
Cowan-Brown: Adobe does not intentionally listen to its customers like Figma
“Adobe isn't, I think, right up there as one of those companies that you know, intentionally listens to their customers, but also they're much bigger than Figma.”
Evans: Tech giants cannot stop open-source AI image generation
“One of them is that the models are open source and the compute will get better and the models will get more efficient. And so if you want to do the scenario or just outlined, it's not like Facebook or Google or Adobe can stop you.”
Evans: Disruptive tools add capabilities legacy software structurally cannot match
“What tends to happen is that firstly, firstly, so there's two bits to this. Firstly, the new tool tends to be bad at the things that the old tool is valued for, but add some completely new kind of capability. That turns out to be structurally extremely difficu…”
Evans: Adobe copied Disney's playbook by acquiring all cool creative tools
“Adobe has basically done what Disney did in movies. They bought all the cool shit, and it's all Adobe.”
Evans: Adobe's Market Cap Dropped Over $20 Billion on Figma Deal Announcement
“The market cap was down more than twenty billion dollars.”