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: Microsoft Teams provides a collaboration substrate lacking in Zoom
“What Microsoft is doing in Teams is kind of interesting, because it's trying to not just be the video call, it's trying to be like a whole substrate for collaboration. Whereas Zoom made it really easy to get into a call, but everything else around the Zoom app…”
Benedict Evans Feb 28, 2021 ▶ 6:52 Who's in the office? Notes on a year of remote work.
Insight
Kevins: Central communication layers risk commoditizing underlying apps like Salesforce
“One of them is there's like a, an ownership layer that if everything happens in Slack or indeed happens in teams, which is Microsoft's attempt to do the same thing. Then that becomes more important than the apps that you're using, and so it makes it easier, th…”
Bernadette Kevins Dec 7, 2020 ▶ 2:55 Slack, Salesforce and the future of work
Insight
Evans: Video Conferencing Lacks Switching Costs Unlike Creative Production Tools
“There's no switching cost in, you know, no one cares if this call is Teams or Zoom or Meet. Or hangouts or whatever it's called today. No one cares or knows you just click the link. Whereas switching, switching between different production tools is a big deal.”
Benedict Evans Sep 19, 2022 ▶ 14:53 Figma, unbundling and $20bn of antitrust
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