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 8 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
Reses: Yahoo Earned $50 Billion Through Renegotiated Alibaba Deal
“It probably generated fifty billion dollars worth of economics to Yahoo shareholders”
Jackie Reses Mar 31, 2023 ▶ 25:21 Jackie Reses: The Most Powerful Woman in Finance; Making $50BN for Yahoo on Alibaba | E996 · 20VC with Harry Stebbings
Assertion Supported
Only 11 Venture-Backed IPOs Have Surpassed $50B in Market Cap
“There's been 11 fifty billion dollar IPOs ever. Venture backed. 11. Ok? The two largest venture backed IPOs ever, Or Facebook in 2012 and Alibaba in 2014.”
Miles Dieffenbach Aug 4, 2025 ▶ 39:53 Miles Dieffenbach: Inside Carnegie Mellon’s $4BN Endowment & The Math Behind DPI, TVPI, Illiquidity · 20VC with Harry Stebbings
Assertion Supported
Alibaba's free DingTalk wiped out the Chinese enterprise chat startup market
“Alibaba released DingTalk, which is a free workplace collaboration and chat product. And it's been free and it's basically completely sucked away that market and run away with it. And now really nobody wants to build a chat enterprise chat product anymore beca…”
Crystal Huang Jan 10, 2018 ▶ 18:42 20VC: 3 Key Differences Between US and Asian Tech Markets & With Such Large Incumbents Chasing Early Acquisitions, Is There A Market For Later Stage VC with Crystal Huang, Investor @ GGV Capital
Assertion Supported
Green: Alibaba made $1B in profit when Lead Edge invested
“Alibaba was very cash efficient, actually, when we invested, it was a billion dollars of profit.”
Mitchell Green Mar 26, 2025 ▶ 37:42 Mitchell Green, Founder @ Lead Edge Capital: Why Traditional VC is Broken · 20VC with Harry Stebbings
Assertion Supported
GGV Capital invested in Alibaba in 2003 at a $200M valuation
“GGB was an early investor in Alibaba Group, and back in 2003, the two hundred million dollar valuation.”
Jeff Richards Mar 4, 2019 ▶ 22:25 20VC: The Transition From Founder To CEO, How To Determine When To Stretch On Price in Venture & The Benefits of Attribution for Partnership Dynamics with Jeff Richards, Managing Partner @ GGV Capital
Assertion Supported
Alibaba Pitch Framed Company as eBay, Amazon, and PayPal of China
“The story was positioned very simply that, hey, it's the China consumer play, and they are the eBay plus Amazon plus PayPal of China.”
Imran Khan Aug 26, 2024 ▶ 54:50 Imran Khan: Why the IPO Market is Not Closed & Lessons From Taking Snap & Alibaba Public | E1194 · 20VC with Harry Stebbings
Assertion Supported
Khan: Alibaba raised $8B to buy back 20% stake from Yahoo
“We bought back the share and then we had to go raise the money, raise the eight billion dollar to buy back that 20% stake.”
Imran Khan Aug 26, 2024 ▶ 51:41 Imran Khan: Why the IPO Market is Not Closed & Lessons From Taking Snap & Alibaba Public | E1194 · 20VC with Harry Stebbings
Assertion Supported
Greenspring Associates Direct Portfolio Includes Sonos, DocuSign, and Alibaba
“On the direct side, their portfolio includes the likes of Sonos, App Annie, DocuSign, and Alibaba, just to name a few.”
Harry Stebbings Jan 21, 2019 ▶ 0:27 20VC: The Framework LPs Use To Assess Emerging Managers, What Concerns and Excites LPs in Potential Opportunities & The Current State of Seed Today with Hunter Somerville, Partner @ Greenspring Associates
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