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.

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Opinion
Evans: Apple Acts as 'Dumb Money' in TV Streaming Strategy
“It's like all they're doing is being what in the value we used to call dumb money. You know, they go to LA with a big checkbook, and they write checks to people in LA, and people in LA give them a TV show. And they go, and Apple goes and runs it on their infra…”
Benedict Evans Aug 21, 2025 ▶ 35:50 A double episode: AI differentiation, and Apple does F1
Opinion
Evans: Apple and Google suffered a complete strategic failure in TV
“This is another piece of the story is Apple and Google sort of complete strategic failure in TV. What Apple and Google wanted to do and what Apple wanted to do with the Apple TV and indeed with the Apple TV app they have now. And remember the Apple TV original…”
Benedict Evans Sep 5, 2022 ▶ 11:32 TV after software
Opinion
Roku captured streaming market dominance because Apple TV and Chromecast struggled
“Because Chromecast had been, and Apple TV had sort of not worked, Roku kind of, I mean, I met Roku in, like, 2012 or something but it's just kind of suddenly they own the whole fucking market.”
Benedict Evans May 2, 2022 ▶ 9:56 Stories in the noise
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