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 7 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: No competing AI app has more than 5% of ChatGPT's usage
“Go look at App Store ranking, or Google Trends, or usage data of any kind that you can get, and you see that basically it's ChatGPT, and then none of the others are more than five percent of that.”
Evans: The 30% App Store commission rule is toast
“Look, the 30% rule is toast, but we don't really know quite how and what and where”
Evans: 0.5% of iPhone users generate half of App Store spending
“Second observation is we know from the disclosures in the Epic trial that about 80% so Apple did fifteen billion dollars. Apple gives a number. They did fifteen billion dollars in App Store commission. 65, sixty-five billion dollars, I think, of total money sp…”
Evans: 0.5% of App Store Accounts Generated 54% of Billings in 2016
“Not .5% of accounts spent over 450 dollars in the quarter. Not sure if this is quarter or month, I have to go and check. Same point, really. And those users were 54% of total App Store billings.”
Evans: Perplexity gets buzz but struggles to crack App Store top 100
“Perplexity gets all this buzz and struggles to break into the top hundred on the App Store.”
Evans: Apple's 15% fee tier covers 90% of developers, 10% of revenue
“A couple of months ago, they said, okay, if you're doing less than I think a million dollars a year, then it's only 15%. And of course that's a tiny portion of their revenue, but that's like 90% of the developers and 10% of their revenue.”
Evans: iOS attack surface dwarfs Mac with one billion active devices
“There's, say, a hundred million Macs out there, and most people don't really install software on their Macs. They've got the software it came with, they installed Zoom, and maybe Office, or maybe Photoshop, and that's kind of it... Nobody is installing five ap…”