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 9 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
Ben Thompson: OpenAI might be a bigger threat to Meta than Google
“I think OpenAI might be a bigger threat to Facebook than Google, something worth considering”
Ben Thompson: Digital ads are a societal good driving tech's consumer surplus
“Actually ads are good. They are societal good. They get, they are the driver of all the consumer surplus that tech throws off.”
Lütke: Meta and Shopify created more businesses than any government policy
“I think the Meta Shopify LA group has created more businesses than like you know, any government policy in history.”
Ben Thompson: Meta's Facebook advertising is the world's most successful agent
“Actually the largest and most successful agent in the world today is Facebook advertising, which is exactly right.”
Ben Thompson: Advertising business models are fundamentally incompatible with being platforms
“And the problem is that I think being an advertising based model is generally incompatible with being a platform. The whole point of a platform is you're letting something else shine, something else bring to the surface. You're just on your, you're the support…”
Ben Thompson: Meta demonstrates the best execution among Big Tech companies
“Meta's probably, in my experience, Been the best execution. There's, I mean, you just see stuff like interacting with PR or executives. Like, they just run such a tight ship.”
Thompson: In algorithmic media, absolute volume of good content beats hit rate
“What actually matters, and this is a key thing, people get hung up on relative numbers, and what matters is absolute numbers. So it is better to have .one percent of your content is good if your content is like in the billions or trillions, as opposed to, oh, …”
Nadella: AI front doors will remain highly competitive among major tech firms
“Because the good news here is there is going to be multiple. I mean, obviously, ChatGPT is the big one, but there's going to be, I mean, you know, Google's going to be there. We're going to be there. Meta will be there. Perplexity. There's going to be a lot of…”