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 63 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
Hays: Apple AirPods generate roughly $20 billion in revenue
“AirPods, which have insane product market fit, which last time I checked are like a twenty billion dollar revenue line for Apple.”
Coogan: Apple's P/E ratio expanded from 10x in 2011 to 37x
“Look at the price to earnings ratio, because back in 20 11 it was 9.7. Let's call it 10 X price to earnings. Today it's 37 X.”
Apple's on-device AI enables apps with zero ongoing cloud costs
“It is very cool in terms of just, you can now vibe code an iOS app that has some sort of AI functionality. It's not gonna be incredible. It's not gonna be frontier. But you can get something that's served into the store that only uses Apple's APIs and creates …”
Coogan: Dell was significantly bigger than Apple for a decade
“Dell was significantly bigger than Apple for,
Like, a decade.
Like, 1999, Dell's doing twenty-five billion in revenue.
Apple's doing seven.”
Srinivas: Apple restricts third-party AI from controlling native system settings
“You cannot do stuff that's more native, like alarms and volume and brightness you know, people want and everything system at the end of the day.”
Srinivas: Apple SDK allows integration with Calendar, Mail, Maps, and Music
“A lot of it is still exposed in the Apple SDK through the events kit. So that's how we got things done, like calendar, mail, reminders. These are all part of their SDK. So you can actually call it podcasts, Apple music that's Apple maps. All of these are possi…”
Coogan: Apple Q1 China sales dropped 11%, missing $20 billion forecast
“The company said its earnings report, it said in its earnings report that sales dropped in China by more than 11%, missing the twenty billion.”
Coogan: Apple Q1 iPhone sales fell nearly 1%, missing analyst estimates
“On Thursday, Apple reported that iPhone sales for the quarter were down nearly one percent from the year prior to 69.1 billion, a miss from the 70.7 billion analysts were projecting, according to FactSet.”
Coogan: Apple's Greater China revenue declined for a sixth consecutive quarter
“Greater China's year over year revenue was down for the sixth straight quarter. Just as it has been for nine of the last 12, I graphed China's trailing 12 month revenue to avoid seasonality with year over year quarterly growth, and so revenue has been declinin…”
Apple Cannot Exploit De Minimis Because They Import in Bulk
“Manufacturers like Apple aren't benefiting from this loophole, even if they're selling 500 dollar product because Apple is sending, you know a shipping container with 10,000 air pods in it. And so the total value, even though the individual product might be a …”
Coogan: Apple earns about $20B at 100% margin from Google search deal
“And that's exactly what happened with Google, where, where they knew that people were going to be searching the internet using a search engine and they could, and they never needed to build a search engine because they were able to tax Google. And so they got …”
Coogan: TikTok ban legally targets app store distribution and Oracle hosting
“The law doesn't require TikTok to turn off the app. Instead, the law requires App Store operators like Apple and Google to stop making TikTok available for downloads. It also requires Oracle, TikTok's cloud provider, to stop hosting the app's U.S. Data user da…”
Coogan: Apple's 2004 card concept offered points redeemable only on iTunes
“So instead of airline miles or cashback, this proposed Apple card from 2004, you would get points, and you could only spend the points at the iTunes store to get free songs.”
Andreessen: Original iPhone Lacked Broadband and App Store, Took Five Years
“And people, you know, people forget it took like five years for the iPhone to find its footing. It took like two years to get the, I remember also the original iPhone didn't have, it didn't have broadband data. It was on the old two G it was called the AT&T ed…”