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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why aren't all 103 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
Facebook aims to bootstrap VR into mainstream existence via gaming
“What they're trying to do is they're trying to kind of pull VR into existence out of thin air through force of will by pushing it out into the market and getting it to bootstrap. And maybe the theory is, well, we can get to some scale with games. And then once…”
Benedict Evans Oct 19, 2020 ▶ 9:52 What the Apple and Facebook events tell us about their product cycles
Opinion
Facebook iterated VR hardware publicly to reach mainstream consumers
“Whereas what you see from Facebook in a very different environment is they're trying to make VR work, and, you know, VR, we had a first coming of VR in the late eighties and early nineties, and obviously the technology wasn't up to it, and then Sort of seven, …”
Benedict Evans Oct 19, 2020 ▶ 7:19 What the Apple and Facebook events tell us about their product cycles
Insight
Evans: Lacking a US privacy regulator, Apple and Google write the rules
“The US doesn't have a privacy regulator. And so Facebook, Apple on one level, you know, Apple and Google are remaking the ad tech industries. And so they're doing privacy regulation. Apple is doing privacy regulation and what you can do on the phone. Facebook …”
Benedict Evans Oct 11, 2020 ▶ 14:07 Is Europe a market?
Assertion Supported
Evans: Threads reached 150 million signups within two weeks
“And it's got a hundred and fifty million signups. And quote unquote, tens of millions of daily users.”
Benedict Evans Jul 21, 2023 ▶ 0:25 Threads
Assertion Partly supported
Evans: The global ad market is $600B with half spent online
“Firstly, here is, like, the global advertising industry this year is probably 606 hundred Fifty billion dollars, and at least half of that is online, and that pays for a very large chunk of all the stuff that we use, including Google and Facebook and Twitter, …”
Benedict Evans Mar 14, 2021 ▶ 1:50 Trying to understand Ad Tech
Assertion Contradicted
Evans: Google and Facebook hold at least two-thirds of online advertising
“So something like half of online advertising is search, which means, mostly means Google. And then like another maybe 10 or 20%, I'm picking these numbers from memory, is Facebook. So Google and Facebook, between them, have at least two-thirds of online advert…”
Benedict Evans Mar 14, 2021 ▶ 3:42 Trying to understand Ad Tech
Assertion Supported
Evans: Average Facebook users are eligible to see 1,000 items daily
“The average Facebook user is eligible to see something over a thousand items a day. And that is a 150 people doing 10 things a day.”
Benedict Evans Jan 3, 2021 ▶ 42:10 The history of doom-scrolling
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