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 5 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: Sam Altman's Windows and utility analogies for AI are flawed
“Sam Altman talked about windows, which is a really bad analogy because windows had network effects. He also talked about water companies and electricity companies, which are like completely the opposite. They're regulated utilities with crappy margins selling …”
Benedict Evans Jul 15, 2026 ▶ 10:43 Token pricing
Opinion
Evans: Forcing Phones to Operate Like Windows Harms Users and Developers
“Apple actually doesn't want your phone to work like Windows, and that would be actually pretty bad for users and developers, and B, the EU has kind of come in with the sort of classic middle manager foolishness of saying, there's a trade-off here, and you have…”
Benedict Evans Mar 13, 2024 ▶ 4:46 Tiktok, Apple and Temu
Opinion
Evans: The idea that a standalone YouTube would build a search engine is insane
“Like, I genuinely heard somebody say the other day that if YouTube was a separate The company, the first thing it would do would be make a general purpose web search engine and compete with Google. You're out of your fucking mind. That's like saying that if yo…”
Benedict Evans Dec 13, 2020 ▶ 18:13 The FTC and Facebook
Insight
Evans: Tech monopolies fall when industry paradigm shifts bypass them
“Controlling Windows doesn't give them dominance of the tech industry, and so what happens is, like, and it's the analogy that I use here, you've built your castle, and it's absolutely impregnable, and sometimes people capture your castle like they Tunnel under…”
Benedict Evans Nov 2, 2020 ▶ 22:21 How do you destroy a tech monopoly?
Insight
Evans: Tech platform maturity reduces visible infrastructure complexity
“As you create all of this capability and all this infrastructure and plumbing, at a certain point that kind of gets abstracted away and standardized and so on into Windows and Mac and so on. And then the visible complexity goes down again.”
Benedict Evans Mar 1, 2022 ▶ 20:23 Talking about crypto
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