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 1 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

Prediction Open · timeframe Sep 2025
Evans: Zoom is a feature, not a $200B enterprise platform
“It's just a feature. It's not an enterprise software platform. It's not going to be like the next, you know, a hundred billion dollar, two hundred billion dollar company.”
Benedict Evans Sep 19, 2022 ▶ 10:25 Figma, unbundling and $20bn of antitrust
Opinion
Evans: Microsoft Teams provides a collaboration substrate lacking in Zoom
“What Microsoft is doing in Teams is kind of interesting, because it's trying to not just be the video call, it's trying to be like a whole substrate for collaboration. Whereas Zoom made it really easy to get into a call, but everything else around the Zoom app…”
Benedict Evans Feb 28, 2021 ▶ 6:52 Who's in the office? Notes on a year of remote work.
Prediction Not checkable as stated
Cowan-Brown: In-person dealmaking at conferences will decline drastically due to Zoom
“That idea of this is the moment where we can all be in a room and finalize that deal or get that deal done. I think that's going to shift pretty drastically because I think people have realized that they can actually conduct their business as usual on Zoom cal…”
Toni Cowan-Brown Feb 28, 2021 ▶ 20:41 Who's in the office? Notes on a year of remote work.
Insight
Evans: Video Conferencing Lacks Switching Costs Unlike Creative Production Tools
“There's no switching cost in, you know, no one cares if this call is Teams or Zoom or Meet. Or hangouts or whatever it's called today. No one cares or knows you just click the link. Whereas switching, switching between different production tools is a big deal.”
Benedict Evans Sep 19, 2022 ▶ 14:53 Figma, unbundling and $20bn of antitrust
Insight
Evans: Clubhouse functions as a Napster for conference panels
“But it's clearly, amongst other things, like a Napster for conferences, for conference panels. Something I've said several times before was conferences are like a bundle of, there's presentations, there's panels, there's talking in the hallways, there's the si…”
Benedict Evans Feb 28, 2021 ▶ 13:57 Who's in the office? Notes on a year of remote work.
Assertion Supported
Evans: Zoom's market cap briefly surpassed ExxonMobil in late 2020
“There was a point in late 2020 when Zoom's market cap was higher than Exxon's market cap.”
Benedict Evans Sep 19, 2022 ▶ 10:05 Figma, unbundling and $20bn of antitrust
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 100 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.