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 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

Assertion Supported
Evans: YouTube creator payouts rival major TV studio programming budgets
“And then of course they pay out 45% of the ad revenue to the creators, which makes, puts their budget somewhere sort of Makes them sort of top three, top four. If you count that as programming budget, comparable to the US media companies, that would put them s…”
Benedict Evans Nov 29, 2022 ▶ 17:04 All the other things happening in tech part 1.
Assertion Supported
Evans: Amazon ad revenue hit $31 billion, matching YouTube's scale
“And so Amazon did thirty-one billion dollars of advertising last year, which makes it roughly the same size as YouTube.”
Benedict Evans Jun 6, 2022 ▶ 16:49 What's next for advertising?
Prediction Held up
Evans: YouTube will soon be blocked in Russia
“I think YouTube is blocked, or if it isn't, it will be soon.”
Benedict Evans Mar 7, 2022 ▶ 4:06 Ukraine
Assertion Supported
Evans: Amazon generated $31B in 2021 ad revenue, topping YouTube
“This quarter, what had previously been sort of implicit in their results, so they have this line in the back of the account, it's called a breakdown of their revenue, and they had this line called other, which they say is predominantly advertising, and this qu…”
Benedict Evans Feb 18, 2022 ▶ 13:30 Asking the dumb questions
Assertion Supported
Li: Bilibili is multifaceted and makes most money from games, not video
“Most people also reduce it to China's version of YouTube, but when you look at it, it's actually very multifaceted. You know, it gets most of its money from mobile games, it does advertising, it has live streaming, it sells e-commerce product on top of it, so …”
Lillian Li Jun 29, 2021 ▶ 4:51 Tech in china, from inside and outside
Assertion Supported
Evans: Major tech firms are designing proprietary chips in-house
“Everyone from Amazon to YouTube are designing their own chips instead of just buying them off the shelf.”
Benedict Evans Dec 19, 2022 ▶ 1:27 Why are chips interesting again?
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