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 21 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
Dixon: Web3 payouts will pass Web2 payouts in next couple years
“I believe we'll see in the next couple of years, web three payouts past web two payouts.”
Dixon: No top App Store apps were created in the last decade
“Go look at the top apps in the app store. And none of those services were created in the last 10 years.”
Dixon: Global NFT sales reached $8.6 billion in 2023
“There were 8.6 billion in NFT sales last year.”
Dixon: Multi-vertical Silicon Valley VCs made basically no crypto investments in two years
“There's basically no Silicon Valley investment in the last two years from multi vertical VCs.”
Dixon: Tech and media are the United States' two main exports
“We basically have two exports in the U S right now. We have tech and media. Just look at the numbers. Those are the two killer products that we have.”
Dixon: Over 90% of all software running worldwide is open source
“And today I think it really under appreciated under discussed aspect of the technology world is that the vast majority of software that runs in the world is open source software, which was a movement that was dismissed much like blockchains are today, 20 years…”
Dixon: Ethereum generated $2B in application fees over the last year
“And so in the last 12 months, there's a ballpark of two billion dollars was paid by applications to run software on the Ethereum blockchain.”
Dixon: Monthly stablecoin transaction volume reached roughly $600 billion
“Stable coins last month were something on the order of six hundred billion in transactions.”
Dixon: DeFi Protocols Handled 2022 Market Turmoil Without Breaking
“And I think the other important thing to note is that during the volatility and downturns, when you had the failure of FTX and BlockFi and Celsius, all of these blockchain services worked perfectly. I should say the good ones, like Compound, Aave, Uniswap, Mak…”
Dixon: Twitter, Facebook, and Instagram pay zero ad revenue to creators
“Twitter and Facebook have zero dollar revenue share. Instagram is zero dollars. So Instagram makes all their money on advertising. They pay zero out to the creators.”
Dixon: OpenSea paid out around $5B to creators last year
“We're investors in OpenSea, which is an NFT platform. We put a report out recently where we calculated how much OpenSea had paid out to creative people. And it was something on the order of five billion dollars last year with a B”
Dixon: Almost all major mobile apps were created between 2009 and 2011
“Almost all of the big mobile apps were created between 2009 and 11.”
Dixon: a16z invested in all 15 Coinbase funding rounds pre-IPO
“So Coinbase, as an example, I was on the board and we invested in but they did 15 rounds of financing before they went public and we invested in every single one of them.”
Dixon: Microsoft did not miss mobile phones and had good devices in the 2000s
“People say windows, Microsoft missed mobile phones. They didn't miss mobile phones at all. They had mobile phones in the late nineties. They had very good ones in the early 2000.”
Dixon: Uniswap surpassed $1 trillion in trading volume
“Uniswap, which is what's called a decentralized exchange, just passed a trillion dollars in trading volume”
Dixon: a16z backed Dapper Labs across six rounds before Top Shot
“Dapper Labs is a company that makes this popular product called Top Shot. But before Top Shot, they did, I think it was six rounds of financing and invested in all of them.”
Dixon: Symantec was the world's largest subscription business around 2007
“I think at the time, Symantec was the biggest subscription business in the world. Like, it had a hundred and something million subscribers, which back then was The record.”
Dixon: Bill Gates's 1995 book 'The Road Ahead' omitted 'World Wide Web'
“The original version of Bill Gates's Road Ahead came out in 1995. It was talking about the future of computing and the word worldwide web did not occur in that book.”
Dixon: Stanford's crypto course is its second most popular CS class
“Stanford has a blockchain cryptocurrency course for computer science undergraduates. It's the second most popular computer science course at Stanford. About 200 students and almost all of them at the end of the course build applications on Ethereum.”