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

What-if
Evans: Nest and Within probably would have failed without Big Tech buyouts
“The practical effect would probably be that Nest would have gone out of business. Within would probably have gone out of business.”
Benedict Evans Aug 1, 2022 ▶ 11:37 The FTC's antitrust thesis
Opinion
Evans: FTC Meta-Within case is very aggressive; Activision case is much less aggressive
“I think within is kind of a test case to try and push the you know, really kind of move the flag post, move the goal much further over. You know, it's a very aggressive case. I think the Activision case is actually much less aggressive.”
Benedict Evans Dec 11, 2022 ▶ 9:08 No Soup for You! Regulating tech M&A
Opinion
Evans: Meta's purchase of Within was likely a low-priced soft landing
“And I have no information on this at all, but I strongly suspect that that means it wasn't really working and they didn't pay very much for it because when stuff works and it's a big deal and you hear about it and I kind of suspect this was a soft landing or a…”
Benedict Evans Aug 1, 2022 ▶ 1:12 The FTC's antitrust thesis
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