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

Opinion
Evans: Streaming lacks winner-take-all dynamics, protecting Disney and HBO
“This is like, there's not a winner takes all dynamic here. They're just one of many TV companies. And getting bigger and having more money does not mean that they can blow Netflix, that they can blow Disney and HBO out of the water.”
Benedict Evans Apr 25, 2022 ▶ 11:32 Netflix isn't a tech company
Opinion
Evans: Netflix gaming expansion is an ineffective brand extension
“Games, I'm really skeptical of the idea that, like, I just feel like a brand extension too far. I mean, I know, like, the whole, like, yes, everyone's a gamer now thing, but, like, I'm gonna sign up to Netflix, and I hear, like, they're spending a fortune, lik…”
Benedict Evans Apr 25, 2022 ▶ 26:04 Netflix isn't a tech company
Insight
Evans: Netflix faces television industry problems, not tech problems
“Netflix, all the questions are TV questions, like what shows, what light structures, what talent, how do they compete with Disney, what's HBO going to do, you know, what's their share of production in the UK, what happens if France starts regulating them, not …”
Benedict Evans Nov 8, 2021 ▶ 5:23 How to think about tech
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