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 6 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 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 Not checkable as stated
Evans: VR headsets will not replace smartphones as primary computing platforms
“You're not going to wear a headset, no matter how light and cheap it is, all day outdoors. I would not have worn it walking here, even if it weighed a hundred grams and had completely perfect pass-through. Therefore, it can't replace your phone. Therefore, we …”
Benedict Evans Apr 10, 2024 ▶ 49:04 Is AI a platform shift or a paradigm shift? With Benedict Evans
Prediction Not checkable as stated
Evans: AI is not currently on a path to 100% factual accuracy
“Are you telling me this is going up to the point that I'm going to be able to use deep research and the numbers will all be right, and I'll know that they're all right? Because I don't think we're on a path to that. Or at least I don't think we know that we're…”
Benedict Evans May 22, 2025 ▶ 19:04 AI Eats the World: Benedict Evans on What Really Matters Now
Prediction Open · timeframe Mar 2031
Evans: Microsoft Bing will never catch up with Google in search
“Doesn't matter how much money and how hard Microsoft works, Bing will never catch up with Google.”
Benedict Evans Mar 19, 2026 ▶ 2:52 Benedict Evans: OpenAI’s Moat Problem & the Future of Software
Prediction Not checkable as stated
Evans: AI coding will lead to far more total software volume
“There will be way more software, and that will pick up many more of those use cases, either that weren't automated before, either because they were too small, or because you could actually couldn't automate that thing with software before, and now with AI you …”
Benedict Evans Mar 19, 2026 ▶ 27:57 Benedict Evans: OpenAI’s Moat Problem & the Future of Software
Prediction Not checkable as stated
Evans: No one will vibe code their own ERP software
“No, no one will vibe code their own ERP or their own frame.io, but they may ask Anthropic or Gemini or ChatGPT, can you do this thing for me?”
Benedict Evans Mar 19, 2026 ▶ 29:10 Benedict Evans: OpenAI’s Moat Problem & the Future of Software
Prediction Not checkable as stated
Benedict Evans: Generative AI will inevitably experience a market bubble
“Clearly, if we're not in a bubble now, we're going to have a bubble. It's because that's just like the nature of the light, the cycle of life. There will be a bubble around each new technology.”
Benedict Evans Apr 10, 2024 ▶ 34:41 Is AI a platform shift or a paradigm shift? With Benedict Evans
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