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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

Prediction Held up
Evans: Google, AWS, and Microsoft Cloud Capex Will Near $100B in 2023
“Google AWS, Microsoft probably spent, will probably spend a hundred billion dollars on cloud capex this year.”
Benedict Evans Dec 17, 2023 ▶ 5:23 AI and Everything Else
Assertion Supported
Catton-Brown: Formula 1 has more tech sponsorship than ever before
“F-one today is more tech than it ever has been. And you look at the sponsors, it's the likes of Juniper, it's the likes of Salesforce, AWS, Oracle, like every other sponsor is a giant tech sponsor.”
Toni Cowan-Brown Oct 11, 2024 ▶ 8:50 From SAAS software to Formula 1
Assertion Supported
Evans: Only Half of Amazon's Revenue Comes From Direct First-Party Retail
“Only about half of the revenue comes from Amazon selling stuff on its own behalf. The other half of it is partly AWS, but also a whole bunch of other businesses.”
Benedict Evans Oct 26, 2020 ▶ 0:48 Amazon and eCommerce
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