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 4 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

Prediction Not checkable as stated
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…”
Benedict Evans Sep 19, 2022 ▶ 12:49 Figma, unbundling and $20bn of antitrust
Opinion
Kevins: Google Docs is a joke
“Google Docs is a joke.”
Bernadette Kevins Dec 7, 2020 ▶ 16:22 Slack, Salesforce and the future of work
Assertion Supported
Evans: Google Docs never displaced Office for analysts and lawyers
“Google Docs never unseated office or word for financial analysts or lawyers who actually needed those very, very specific sets of features.”
Benedict Evans Sep 19, 2022 ▶ 4:43 Figma, unbundling and $20bn of antitrust
Insight
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…”
Benedict Evans Jul 5, 2021 ▶ 11:12 'Digital transformation' - beyond the silly slogan
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