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 8 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
McGee: Jony Ive and OpenAI's AI Device Will Just Become an iPhone App
“I think it becomes an iPhone app.”
McGee: Chinese Competitors, Not Apple Alone, Killed Nokia
“Market share wise, the iPhone has never been more than 20% of the global market. So who has more than 20% that can actually take on Nokia? It's the Chinese competitors. They have 55% market share, right? So you couple that with Apple, couple that with Samsung,…”
Sam D'Amico: Every household electrical device will eventually integrate a battery
“Everything will have a battery because batteries would be basically cheap or free effectively. If everything has a battery and you can, they can choose when to charge. And I'm sure you've seen like the iPhone pop up where it's like your iPhone can choose when …”
Wright: Developers will build on Armada's stack like Apple's iPhone ecosystem
“And I think it will kind of evolve like the iPhone did with Apple, which is once you start to show what's possible and like the big problems that can be solved now that this infrastructure is at the edge, Suddenly everybody's gonna be popping up. All these dev…”
Suster: Hardware anchoring significantly increases consumer willingness to pay subscription fees
“If I tried to sell you a product on your iPhone, download it and pay 20 dollars a month, It's so hard to get someone to pay 20 dollars a month for anything on their iPhone. If I sell you a 200 dollar piece of hardware, but then you need a 20 dollar a month sub…”
Banister: Using Apple products is outsourcing trust, not mindless conformity
“Sheep have to follow something, because if you think about it, you're outsourcing your trust to someone else. And if you think about Apple, we all use the iPhone. Does that make us sheep? You know or are we trusting Apple and an entrepreneur to create an exper…”
Laffont: Early Coatue models wrongly predicted iPhone prices declining five percent
“And in fact, the number one thing that we got wrong in our analysis of Apple in the early days is we had the price of the phone declining five percent in five years, right? Because that's kind of what you did as an analyst. You had to put declining ASPs. And i…”
Zipline originally built an unsticky smartphone-powered toy robot
“Zipline, they started out with this idea of building a mobile platform for robotics where the iPhone was going to be the brains. And what they ended up with was what Keller would say was kind of like a toy and people would play with it. They had fun with it. A…”