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 11 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
Mullenweg: Tumblr was mismanaged by Yahoo, AOL, and Verizon
“It had been mismanaged, I think under Yahoo and AWOL and Verizon, and we felt like we could turn it around.”
Ramaswamy: Google Paid AOL Over 100% Revenue Share in Early Deal
“If I remember correctly, the, we paid AOL more money than we made. This was like a hundred plus percent ref share.”
Pittman: Half of US internet traffic once flowed through AOL
“Half of the traffic of the internet came through AOL in the US.”
Stebbings: Bending Spoons filing US IPO at $20B valuation
“Evernote, Vimeo, WeTransfer, AOL, Eventbrite, a very massively executed roll-up strategy, a 1,000,000,003 in revenue, and they're filing to go public at twenty billion dollars on in the US from Italy.”
Ramaswamy: Google Succeeded Early Because AOL and Yahoo Neglected Search
“Yahoo and AOL. Early on. Those were the entry points. AOL didn't know how to do a search. Yahoo didn't think search was important.”
Lanzone: AOL remains very profitable with strong free cash flow
“This company is also AOL. So we also own AOL, which is still very profitable and does a lot of free cash flow.”
Case: AOL went public at a $70M valuation before peaking at $160B
“We were the first internet company to go public in the 1992. We raised ten million dollars in our IPO. The market value that day was seventy million dollars. And seven, eight years later, when we were negotiating the merger with Time Warner, it had gone from s…”
Felser: Spinner sold to AOL for $320M after initial $500M anchor
“So with the spinner, we were asked what our number was, and we, and I remember, I was sitting in the boardroom with AOL, and I said, five hundred million. Now, first, what was that based on? Nothing. It was just, I said it with conviction. I remember, I looked…”
AOL's Patch reached 1,500 employees without generating material revenue
“When I was at Patch in AOL, it wasn't quite working. Patch hadn't figured out a business model, yet it had scaled the company. So Patch was 1500 people when I was there and unfortunately, we had not been generating material revenue yet, and we were trying to f…”
Case: Only 3% of people were online averaging 1 hour weekly in 1985
“We started only three percent of people were online, and those three percent were online an hour a week on average, so it was pretty early, and I spent the next 15 or so years building that company, and then when we merged AOL with Time Warner, I stepped down …”