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

Opinion
Evans: Azure beat Google Cloud due to superior enterprise sales
“AWS is mostly lower level building blocks. Azure is mostly high level building blocks. Totally beat Google Cloud, mainly because of like knowing how to sell to enterprise and knowing how to build what enterprises have.”
Benedict Evans Dec 11, 2022 ▶ 12:02 No Soup for You! Regulating tech M&A
Insight
Evans: Standalone AI primitives fail against AWS and Azure
“And of course this didn't really work because That level of primitive was actually better done inside AWS or inside Azure rather than as a standalone startup. And B, if you're like Caterpillar or like Chase, you can't Chase, like you can't buy natural language…”
Benedict Evans Jul 18, 2022 ▶ 9:07 Remember AI?
Opinion
Evans: Google Cloud is far behind AWS and Azure in digital transformation
“The big part of Azure and AWS is digital transformation. It's what Google Cloud would love to be, but it's quite a long way behind.”
Benedict Evans Jul 5, 2021 ▶ 42:11 'Digital transformation' - beyond the silly slogan
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