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 12 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: Figma will grow to replace all of Photoshop and Illustrator
“This is clearly an existential question because this thing is going to grow. You know, it is going to grow, expand and take over all of Photoshop and all of Illustrator. It's going to be the better way of doing that in a way that Google docs never really did f…”
Evans: Incumbents treat AI as a feature, but disruption requires new products
“The incumbent's always trying to make the new thing a feature. And so that's very obviously what's happening with Microsoft and Google, including this in PowerPoint and office and of course in search and everything else. But what actually happens is, is then p…”
Evans: Retrofitting Collaboration Onto Legacy Binary Software Requires Building New Products
“It's really difficult to add that real time, multiple people working on it, multiple people collaborating at the same time to like a 50 meg binary file that was never intended for that and software that was never built for that. And so you'd almost kind of hav…”
Evans: Figma expands the market by trading tool depth for browser collaboration
“It does less than Photoshop or Illustrator on one axis, but it has this whole bunch of new stuff on another axis and so pulls this whole new market in.”
Evans: Microsoft buying Figma would make more strategic sense than Adobe
“It would have been actually strategically much more interesting for Microsoft to buy this, whereas for Adobe it's just really fucking obvious.
Of course they should buy it, and they should have bought it five years ago.”
Cowan-Brown: Adobe does not intentionally listen to its customers like Figma
“Adobe isn't, I think, right up there as one of those companies that you know, intentionally listens to their customers, but also they're much bigger than Figma.”
Evans: Disruptive tools add capabilities legacy software structurally cannot match
“What tends to happen is that firstly, firstly, so there's two bits to this. Firstly, the new tool tends to be bad at the things that the old tool is valued for, but add some completely new kind of capability. That turns out to be structurally extremely difficu…”
Evans: Users initially force new tools into old workflows before adapting
“When you get a new tool, what you tend to do is start out by forcing the tool to fit the old way that you were doing the job. And then over time, you change the way you do the job in order to fit the new tool.”
Evans: Work software is migrating from horizontal files to integrated workflows
“One of them is that you go from sort of horizontal model of I've got files stored in some way, and they may be files in a folder on
There may be an Excel file, or there may be a Google Sheet document, but it's still a file, basically, and email, and links to e…”
Evans: Adobe's Market Cap Dropped Over $20 Billion on Figma Deal Announcement
“The market cap was down more than twenty billion dollars.”