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 8 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 Not checkable as stated
Evans: Ad agencies replace 10-person two-week workflows using ChatGPT and Midjourney
“ChatGPT plus mid-journey means two people in a day instead of a team of 10 people in two weeks.”
Benedict Evans Apr 1, 2024 ▶ 5:56 Looking for AI use-cases
Opinion
Evans: Midjourney is not a real product yet, looks like a hack
“Midjourney isn't even a product yet. We're all talking about it. It's not actually a product. It's still like an engineer, like a dorm room. It looks like a dorm room hack.”
Benedict Evans Jan 29, 2024 ▶ 22:51 What's your AI strategy?
Prediction Not checkable as stated
Caron-Brown: Visual AI will evolve faster than text AI
“We're probably going to see way more and faster evolution with the visual stuff than we are with the written.”
Toni Cowan-Brown Aug 17, 2023 ▶ 17:38 Unbundling ChatGPT
Insight
Evans: Midjourney does not threaten art because tools cannot replace artistic sensibility
“Anybody can buy a camera, but that doesn't make you a photographer. You know, anybody can fire up mid journey. That doesn't mean you're going to, you know, doesn't mean you're going to produce something great in the way that somebody who has the right sensibil…”
Benedict Evans Apr 24, 2023 ▶ 13:20 Buzzfeed News, Reddit and OpenAI
Insight
Evans: Generative AI generates patterns without structural understanding of underlying objects
“It's making a pattern without any structural understanding of what the actual thing actually is.”
Benedict Evans Mar 27, 2023 ▶ 13:53 GPT-4 is here, now what?
Opinion
Evans: Midjourney is not a product yet, just a Discord channel
“So they've kind of productized mid journey because mid journey basically isn't a product at the moment. It's a discord channel.”
Benedict Evans Mar 27, 2023 ▶ 5:48 GPT-4 is here, now what?
Insight
Evans: ChatGPT's fluent prose masks its underlying lack of understanding
“With chat GPT, the lateral language generation is so good that you can't see the model behind it. It isn't as good as the text. Like the prose generation is perfect. The grammar is perfect. So that hides the fact that the understanding behind it isn't quite th…”
Benedict Evans Aug 17, 2023 ▶ 12:01 Unbundling ChatGPT
Prediction Held up
Evans: Running image generation models locally on phones is months or years away
“You know, we're going, quickly going to go to a model in which you can run stable diffusion on the journey yourself on your computer or on your phone. That's like months or years away. It's not decades away. That's close.”
Benedict Evans Apr 2, 2023 ▶ 27:22 AI, copyright and collective knowledge
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