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

Assertion Supported
Evans: Uber's TAM Was Far Bigger Than the Taxi Market
“There was a valuation professor who notoriously did an analysis of Uber kind of 10 years ago, where he said, you know, the valuation of Uber should be based on the fact that its TAM is the size of the taxi market, and this is, I'm going to work out the size of…”
Benedict Evans Apr 16, 2026 ▶ 4:16 What jobs are AI jobs?
Assertion Supported
Evans: Uber has a $500M advertising business
“Uber has half a billion dollar ad business and there's other things besides that.”
Benedict Evans Apr 16, 2023 ▶ 0:37 Metaverse and crypto - beyond the BS
Assertion Supported
Evans: Uber Reaches a $500M Advertising Revenue Run Rate
“Uber is now at a five hundred million dollar run rate, and everyone, obviously eBay and Pinterest and Etsy want to do this, but also people like Target want to do it.”
Benedict Evans Mar 12, 2023 ▶ 9:22 Amazon's $40B advertising business
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