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.
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
Evans: Only idiots believe people will use vibe coding to rebuild Stripe
“Like, no, people are not going to vibe code to their own stripe, but that's kind of a straw man. Like it's, I'd say it's a straw man, except there are people who say this, but only idiots.”
Evans: Dozens of massive tech companies do not compete with Google or Amazon
“There's an awful lot of fifty, hundred, two hundred billion dollar tech companies out there. You know, how does that model account for everything from Coinbase to Stripe to Shopify to Spotify to you know, Okta to Databricks to UiPath to, you know, there's doze…”
Evans: Enterprise sales and integration cycles take at least 18 months
“Jesus Christ, it takes three to six months to get somebody at an enterprise to reply to your inquiry about selling them some software. You know, the enterprise sales cycle is what, 18 months? At best? You know, you want to add a new thing and plug it into SAP …”
Evans: Tech has fragmented into siloed conversations with no overlap
“It used to be that you basically, the thing was to understand what was happening in web two, and then the thing is to understand what was happening in smartphones. And now there's a fintech thing. So how do we think about the intersection of Square, which is n…”