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 2 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

Assertion Supported
Evans: Kodak was once the best-selling US digital camera vendor
“What actually happens is, once it starts happening, Kodak go all in on digital cameras. At one point, they were the best-selling digital camera vendor in the USA, and if you look at their annual ports at the time, they think this is going to be great, because …”
Benedict Evans Sep 2, 2025 ▶ 8:55 Why Everyone Is Wrong About AI (Including You) | Benedict Evans
Insight
Evans: Kodak died from moving into undifferentiated, low-margin commodities
“The other side of it is that film was this high margin product where they had a bunch of unique intellectual property, and digital cameras are a low margin commodity, where they were competing with the entire consumer electronics industry with no differentiati…”
Benedict Evans Sep 2, 2025 ▶ 9:28 Why Everyone Is Wrong About AI (Including You) | Benedict Evans
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