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 7 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 Supported
Evans: MrBeast viewing time rivals a top 10 to 15 Netflix show
“Depending on whether you think he gets like one minute Per view, or six or seven minutes per view, it looks like Mr. Beast in total would sort of count as like a top 10 to top 15 Netflix show on a weekly, rolling weekly basis, and sometimes more than that.”
Benedict Evans Nov 29, 2022 ▶ 16:03 All the other things happening in tech part 1.
Assertion Supported
Evans: YouTube creator payouts rival major TV studio programming budgets
“And then of course they pay out 45% of the ad revenue to the creators, which makes, puts their budget somewhere sort of Makes them sort of top three, top four. If you count that as programming budget, comparable to the US media companies, that would put them s…”
Benedict Evans Nov 29, 2022 ▶ 17:04 All the other things happening in tech part 1.
Assertion Supported
UK youth watch more Netflix than all BBC content combined
“UK to 16 to 34 are watching more Netflix and all BBC content combined.”
Benedict Evans May 2, 2022 ▶ 13:37 Stories in the noise
Assertion Supported
Top US streamers individually outspend all major European broadcasters combined
“Fifteen billion dollars a year, which is what Netflix, for the sake of argument, what Netflix spends, and close to what Amazon spends. It's also what Disney spend, if you exclude sport. That's more than production budgets for the top, all broadcasters in the t…”
Benedict Evans Apr 25, 2022 ▶ 34:47 Netflix isn't a tech company
Assertion Supported
Evans: UK 16-to-34s watch more streaming video than all legacy TV combined
“And so you look at the stats from Ofcom, the UK regulator and UK, 16 to 24 watch more subscription video than everything from the PSB and some public service broadcasters, which is the traditional analog broadcasters. More 16 to 34 watch more stuff from basica…”
Benedict Evans Feb 16, 2024 ▶ 19:09 Breaking and remaking media
Assertion Supported
Evans: Netflix spends roughly $15B annually on content, second only to Disney
“It's you're buying, you're subscribed to Netflix because they spend 50, roughly fifteen billion dollars a year commissioning content, which is more than anybody in the US except Disney.”
Benedict Evans Sep 5, 2022 ▶ 7:21 TV after software
Assertion Supported
Benedict Evans: Disney spends ~$20B on content annually, Comcast ~$15B
“Well, it turns out Disney probably spends 20, Comcast maybe spends 15, everybody else spends less. If you don't ask that question, the 15 doesn't tell you anything.”
Benedict Evans Jan 31, 2021 ▶ 8:08 Telling stories with charts
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