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 6 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: Shopify CEO mandated employees report their AI usage
“I remember a while ago, the CEO of Shopify said, you know, it was like an HR requirement that everyone had to report how much AI they were using.”
Benedict Evans Nov 16, 2025 ▶ 16:53 The AI presentation
Assertion Supported
WPP launches Every Mile to compete directly against Shopify
“WPP, which is one of the world's biggest advertising networks, has just launched basically a managed Shopify competitor. Which they call Every Mile, and which has a bunch of people with tech industry backgrounds involved.”
Benedict Evans May 2, 2022 ▶ 2:08 Stories in the noise
Assertion Supported
Evans: Shopify reached $120B GMV in 2020, over 40% of Amazon Marketplace
“2019, Shopify did sixty billion dollars of GMV. GMV is gross merchandise value. That means people spent sixty billion dollars on Shopify sites. And in 2020, it was one hundred and twenty billion dollars, which makes it about 40%, a bit over 40% of Amazon Marke…”
Benedict Evans Feb 21, 2021 ▶ 2:17 Shopify and digital transformation
Assertion Supported
Evans: Shopify reached $165B GMV in the twelve months to Q3
“Then you have Shopify whose numbers, Q four numbers aren't out yet, but in the 12 months to Q three, they did a hundred and sixty five billion dollars of GMV, which is about 40, 45% of the size of Amazon marketplace.”
Benedict Evans Feb 18, 2022 ▶ 13:59 Asking the dumb questions
Assertion Supported
Cowan-Brown: Shopify powers approximately 1.7M storefronts
“Shopify, more or less without people noticing, but it's now the software that's being used for about 1.7 million storefronts. And I don't, I haven't checked that number, but I saw, I think it was in either a political article or another tech article, but I tho…”
Toni Cowan-Brown Feb 21, 2021 ▶ 3:11 Shopify and digital transformation
Assertion Supported
Evans: Shopify Processed $60 Billion in GMV in 2019
“Last year, it did sixty billion dollars of GMV, gross marketplace value.”
Benedict Evans Oct 26, 2020 ▶ 6:44 Amazon and eCommerce
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