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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 ✕
3statements match
3resolved → 0open claims → 3supported → 0contradicted →

why aren't all 3 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
Evans: Adobe's Market Cap Dropped Over $20 Billion on Figma Deal Announcement
“The market cap was down more than twenty billion dollars.”
Benedict Evans Sep 19, 2022 ▶ 12:45 Figma, unbundling and $20bn of antitrust
Assertion Supported
Evans: Adobe bought Frame.io for $1.25B, matching Avid's entire market cap
“Adobe bought that for like one and a quarter from memory. Which interestingly was roughly the same as Avid's market cap and Avid is the leader in pro video editing.”
Benedict Evans Sep 19, 2022 ▶ 20:47 Figma, unbundling and $20bn of antitrust
Assertion Supported
Evans: Adobe's $20B Figma acquisition is a top 10 software deal
“So yes, it's certainly a top 10 software acquisition.”
Benedict Evans Sep 19, 2022 ▶ 0:49 Figma, unbundling and $20bn of antitrust
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