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

Prediction Didn’t hold up
Evans: External customers will spend $100B–$150B on AI coding this year
“This year, people outside of those labs will spend, clearly will spend something in the order of hundred, hundred and fifty billion dollars to use AI coding. Just to use AI coding. And that's not AI people spending money from NVIDIA. That's real money. And tha…”
Benedict Evans Jun 5, 2026 ▶ 14:57 The spring updates on AI
Prediction Didn’t hold up
Evans: All of Apple's App Store rules will be overturned within 18 months
“Now none of this will stand because all of Apple's rules are going to get overturned in the next 18 months”
Benedict Evans Aug 26, 2021 ▶ 8:13 Games and Roblox
Prediction Didn’t hold up
Evans: 10% of Google's workforce will work in compliance by late 2025
“I think the only certainty is that when we come back in five years' time, 10% of people who work at Google will work in compliance.”
Benedict Evans Dec 13, 2020 ▶ 36:09 The FTC and Facebook
Prediction Didn’t hold up
Evans: No large company will build its own data center anymore
“But clearly like no one is building their own data center. No big company is going to say, right, we're going to have our own data center now and Everyone, you know, the next generation is clearly the cloud.”
Benedict Evans Jul 5, 2021 ▶ 2:39 'Digital transformation' - beyond the silly slogan
Prediction Didn’t hold up
Catton-Brown: New US F1 rights deal will likely close at $100M–$110M
“So more likely that if this deal closes, it's going to close closer to a hundred, a 110 Million. I think my gut feeling is that A, it's probably going to close.”
Toni Cowan-Brown Aug 21, 2025 ▶ 28:18 A double episode: AI differentiation, and Apple does F1
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