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 5 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

Opinion
Divesting Android and Chrome leaves Google's text ad monopoly completely intact
“Breaking up Android and Chrome doesn't change Google's control of text ads.”
Benedict Evans Aug 19, 2024 ▶ 36:15 Google's Antitrust case
Opinion
Spinning out Android as a Google antitrust remedy is structurally irrelevant
“Spinning out Android to me is, like, completely irrelevant, because, like, read back what I just said, like, if Android's a separate company, that's not, why is it going to choose Bing? It's going to have the same decision process that Motorola does.”
Benedict Evans Aug 19, 2024 ▶ 8:20 Google's Antitrust case
Insight
Evans: Apple's media services exist primarily to prevent Android churn
“It's a feel, feel good. And B, it makes it harder for you to churn away from Apple and move to Android. And so it's not the core skill, which is, would be like designing chips, but it's sort of adjacent to supporting the business.”
Benedict Evans Jul 25, 2022 ▶ 7:20 When the point of leverage changes
Assertion Supported
Evans: Google acquired Android over ten years ago to block Microsoft dominance
“This is why Google created Android, because they were afraid of Microsoft doing this. You know, they bought Android and created Android, and this was over 10 years ago.”
Benedict Evans Mar 7, 2021 ▶ 24:04 App stores: arguing like it's 2009
Assertion Supported
Evans: Google has systematically made Android more restricted over time for security
“Google has pulled much more towards as a more secure model because they started very open and realized all of these problems. And so Google has been sort of systemically making Android more secure over time and more locked out over time.”
Benedict Evans Mar 7, 2021 ▶ 12:15 App stores: arguing like it's 2009
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