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 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
Hommels: Europe cannot independently launch satellites after Ariane sold capacity
“Yeah, currently we either we get a slot in a SpaceX, yeah, with all the with all the restrictions that there are, or we have Ariane, but Ariane base lastly sold a hundred percent of the defense transport capacity to Amazon. So basically, as Europeans, we are, …”
Jordan: Amazon was the only profitable e-commerce business due to low defensibility
“Early on, I was a big proponent of that e-commerce was going to clean the clock of the department stores. I got the thesis half right. Share did shift. No one could make money other than Amazon because of there's just no defensibility, no barriers to entry.”
Amazon and Walmart lose trillions annually in inventory waste
“If you look into the inventory losses and the wastage costs of the likes of Walmart, or even an Amazon, or like normal supermarket chain, it's in the trillions of how much they're losing on a yearly basis of like food and other items that are actually being so…”
Chad Byers Predicts Facebook or Amazon Will Hit $1 Trillion First
“So I think it's Facebook. You know, my second answer, although this is kind of cheating, would probably be Amazon. So Facebook or Amazon, I don't think it's Apple. I don't think it's Google. I think it's going to be one of those two.”
Morin: Apple purchased 100,000 Trainium AI chips from Amazon
“Let's take Amazon, for instance, with Tranium. Apple just came and said, Hey, we're going to buy a 100,000 of them.”
In the early 2000s, eBay's media category surpassed Amazon's total GMV
“I think eBay's media category was bigger than Amazon's GMV. So eBay was really in those days like Amazon plus Google.”
US government procurement spending is ten times Amazon's Gross Merchandise Volume
“The U.S. Government spends a trillion dollars a year on stuff. Forget about, like, missiles and submarines. I'm talking about, like, paper and pencils. It's 10 times Amazon's current GMV, just what the U.S. Government spends every year.”
Finkelstein: Early e-commerce forced a choice between million-dollar software and marketplaces
“And at the time in 2004, 2005, there really were two ways to sell a product online. One way was you would pay some agency a million bucks to do some sort of IBM Webster integration or some sort of Magento or, you know, some sort of Hybris integration. These bi…”