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 4 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

Opinion
Evans: Facebook tried to copy WeChat and failed completely
“Clearly like Facebook tried to copy WeChat and failed completely.”
Benedict Evans Jan 17, 2021 ▶ 27:15 Two Europeans talk about China
Assertion Supported
Evans: US text bot hype was fueled by false WeChat narratives
“And there was a moment three and four years ago when everyone in America was very excited about bots, text bots, and there was this whole narrative, well, that's how WeChat works, and WeChat's got hundreds of millions of users, so this must be a thing. It turn…”
Benedict Evans Jan 17, 2021 ▶ 4:16 Two Europeans talk about China
Insight
Evans: Western super-apps will be focused bundles rather than WeChat clones
“It's not Facebook can turn the Facebook messenger into a universal account application that subsumes everything else on the store. It's yes, if you were to work out the right way of adding three things to Uber, that might work.”
Benedict Evans Jan 17, 2021 ▶ 15:14 Two Europeans talk about China
Assertion Not checkable as stated
Evans: WeChat failed in India because headquarters neglected local product needs
“WeChat launches this business in India and the Indian team keeps saying, we need you to do X and Y and Z. But India is so much smaller and so much less a show of attention. They can never get anyone on the phone in China to make, because the Chinese market is …”
Benedict Evans Jan 17, 2021 ▶ 12:29 Two Europeans talk about China
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