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.
why aren't all 10 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
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.”
Evans: The Open Internet Could Not Have Been Built in Germany
“If you tried to build that in Germany... Never mind all the other reasons you wouldn't have been able to build it, but you would not have been able to build that in Germany.”
Evans: Blocking Apple's PA Semi deal would have preserved Intel-Qualcomm duopoly
“Apple is making basically better chips than Intel or Qualcomm today, and it's doing that based on the acquisition of PA Semi, which was now a decade ago, also ago, 15 years ago, and what would, if the FTC had blocked that, Then basically they'd have gifted the…”
Evans says he would not have invested in Adam Neumann's Flow
“Meanwhile, meanwhile, I still wouldn't have done the deal, but hey, that, that's why I'm, that's, maybe that's why I'm not taking this call on my goal stream between Santa Monica and Miami Beach, my Santa Monica and Miami Beach offices, as I run my venture fir…”
Evans: A blockchain-based Twitter couldn't be blocked by Russia or executives
“And if you had built Twitter on a blockchain, then Russians couldn't turn it off. And equally, Jack Dorsey or whoever is the CEO now couldn't decide who's going to demonetize it. There wouldn't be somebody who could just press that button.”
Evans: The horizontal portal model might have worked under different management
“And if Yahoo or AOL had been in a different place, maybe the portal model would have worked. You know, maybe that horizontal model would have worked better with a completely different kind of management.”
Evans: Facebook would engage in the same practices without Instagram or WhatsApp
“Supposing WhatsApp didn't happen, supposing Instagram hadn't happened, supposing they'd happened and failed, supposing they'd happened, gotten bought by Fox, rolled into MySpace and killed. And so Facebook was the only thing. And Facebook would be doing all th…”
Brown: Musk would not be buying Twitter if its numbers were good
“Everything that you've just described there, the sort of the daily active users, the fact that it's not making that much money, all of that is feeding into why we've been having this conversation about, you know, wanting to buy Twitter, because if it was in a …”