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 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 Contradicted
Evans: Product search moved almost entirely from Google to Amazon
“What's happened in the last decade or so is product search has moved almost entirely from Google to Amazon.”
Benedict Evans Mar 12, 2023 ▶ 19:35 Amazon's $40B advertising business
Assertion Contradicted
Amazon managed net income to zero for 25 years by continuously reinvesting
“What Amazon did was they, if you look at the P&L for the last 25 years, they basically managed net income to zero. It was always zero, even as the revenue went up.”
Benedict Evans Feb 7, 2021 ▶ 8:13 Bezos and the Amazon machine
Assertion Contradicted
Evans: US physical clothing retailers saw their online sales double
“In the US online clothing sales, online sales by clothing retailers. Doubled. That does, that's not telling you anything about what's happening in Amazon. That's just telling you traditional physical stores that also sell online. Yeah. Their online sales doubl…”
Benedict Evans Nov 23, 2020 ▶ 12:56 The acceleration of ecommerce habits
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