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 152 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 7 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 Partly supported
Hommels: US heart disease spending rivals Apple's total global revenue
“That the pay, the sum of what the US spends on heart diseases and medication, all that kind of stuff in the US is, is in the vicinity of Apple's revenue worldwide.”
Klaus Hommels Nov 27, 2024 ▶ 1:10:21 Klaus Hommels: Why "Portfolios are Merely a Construct to Make LPs Happy"? | E1231 · 20VC with Harry Stebbings
Disclosure
Danny Rimer: Apple hitting $1T re-calibrated his ceiling for scale
“I mean, you know, honestly, I hadn't really thought about companies being worth multiple trillions until, until Apple hit that trillion number.”
Danny Rimer Jun 17, 2024 ▶ 21:42 Danny Rimer: The Biggest Lessons from Missing Snap, Airbnb, Spotify and Facebook | E1166 · 20VC with Harry Stebbings
Assertion Supported
Lanzone: Ask Jeeves was called the 'Apple of search' during turnaround
“We were later called the apple of search, believe it or not, by people in the search industry and just being really proud of that turnaround and what we were able to accomplish there.”
Jim Lanzone Jul 29, 2022 ▶ 4:33 Yahoo CEO Jim Lanzone: The Yahoo Turnaround Plan | 20VC #911 · 20VC with Harry Stebbings
Disclosure
Fried holds index funds and Apple stock at a $2 cost basis
“My personal trading portfolio is like boring index funds, like S and P 500 in NASDAQ, the Dow, that kind of stuff. I've owned Apple for many years, split-adjusted down to, like, two dollars, so I've done quite well on Apple over the years.”
Jason Fried Mar 22, 2021 ▶ 9:23 20VC: Basecamp CEO Jason Fried on His Relationship To Risk, Money, Vulnerability and Self-Doubt, Fantasising About Being Fired, How To Optimise Decision-Making and Minimising Regret
Assertion Not checkable as stated
Creative Selection Accurately Depicts Steve Jobs' Apple Product Design Process
“Ken Kosienda's book, Creative Selection, I think it came out a couple years ago or so. My time I spent at Apple actually overlaps with the period he covers in the book, and the book is stunningly accurate in how it portrays how Apple designed and shipped produ…”
Jeff Seibert May 1, 2020 ▶ 27:23 20VC: Framework For Hiring The Best Talent 100% Remotely, Raising $32M From Benchmark and GV Pre-Launch and How To Think Through Capital Efficiency and Runway Today with Jeff Seibert and Wayne Chang, Co-Founders @ Digits
Assertion Not checkable as stated
Smartphone wars created the low-cost component supply chain for consumer IoT
“Because of the smartphone wars, the war between Apple and Samsung and Google and Nokia and Blackberry, a lot of the components that you find in a... Everyone was trying to get a low-cost camera, low-cost accelerometers, low-cost Bluetooth chips and Wi-Fi chips…”
Avidan Ross Nov 5, 2018 ▶ 8:31 20VC: Why The Engineer Will Replace The MBA As CEO, Why The Peace Dividends From The Autonomous Car Wars Will Generate More Value Outside of Transport & Why Old and Boring Industries Are The Most Exciting To Build In with Avidan Ross, Founding Partner @ R
Assertion Supported
Kyle Hill: Unpaid caregiving reaches $470B annually, matching Apple's market cap
“Unpaid caregiving services is four hundred seventy billion dollars a year, which is roughly equal the value of Apple.”
Kyle Hill Jul 15, 2016 ▶ 20:51 20VC: Why Every Employee Should Re-Apply For Their Job Every Year & The Strategies To Prepare For A Successful Fundraise with Kyle Hill, Founder & CEO @ HomeHero
Assertion Contradicted
Ryan: Apple Raised Only $9 Million in Its IPO
“When Apple went public, when they went public, they raised nine million dollars in the IPO.”
Kevin Ryan Apr 10, 2024 ▶ 50:18 Kevin Ryan: Are the Best CEOs the Best Fundraisers & Why Ownership Should Not Be a Focus in VC|E1138 · 20VC with Harry Stebbings
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