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

Assertion Contradicted
Evans: Product search moved almost entirely from Google to Amazon
“What's happened in the last decade or so is product search has moved almost entirely from Google to Amazon.”
Benedict Evans Mar 12, 2023 ▶ 19:35 Amazon's $40B advertising business
Prediction Didn’t hold up
Evans: 10% of Google's workforce will work in compliance by late 2025
“I think the only certainty is that when we come back in five years' time, 10% of people who work at Google will work in compliance.”
Benedict Evans Dec 13, 2020 ▶ 36:09 The FTC and Facebook
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
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