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: AI will not fundamentally alter enterprise software adoption dynamics
“This will be more software, and people will use this to make tools the way they did with no code, and the way they did with Excel, and the way they did with all those previous things, but it doesn't actually fundamentally change the dynamic. It just shifts tho…”
Benedict Evans: Productivity's future is generative AI, not bigger VR spreadsheets
“I don't think the future of productivity is seeing more columns in Excel. I think it's having an AI that builds the model for you.”
Evans: Companies replace Excel with software for accountability and maintenance
“There's a point where you do it in Excel, and there's a point where you buy a thing, because you want to know that somebody's thought about how it should work, and somebody is responsible for it, and will fix it, and there will be bug fixes and security.”
Devins: Vision Pro digital text matches a $3,000 5K screen
“You can open Excel and open a spreadsheet and it looks as good or better as it will look on your 3000 dollar five K screen on your desk.”
Evans: Most Excel spreadsheets do not contain formulas
“Actually most Excel spreadsheets don't have formulas. Most Excel spreadsheets are actually tables or they're schedules or they're lists. They're not actually spreadsheets.”
Evans: Generative AI lacks its 'Excel' moment
“And it says we don't have an Excel yet. You've got the PC as this sort of substrate. Suddenly everyone has a computer and it's only, it's amazingly cheap.”
Evans: Digital transformation changes workflows, not just tool providers
“And it's not that you move from Outlook to Gmail. It's that you stop sending email. And it's not that you move from Excel to Google Sheets. It's that you're not emailing spreadsheets around anymore. It's that you move to software that kind of captures what tha…”