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 4 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

What-if
Brent Hoberman regrets passing on acquiring Booking.com at the seed stage
“I made one pivotal mistake at last minute.com. I had the opportunity to buy booking.com at the time as a seed stage company. I still regret that to the present day.”
Johannes Reck Jun 23, 2025 ▶ 12:58 GetYourGuide CEO & Founder, Johannes Reck: The Wild Story Raising $450M From Masa and Softbank · 20VC with Harry Stebbings
Prediction Not checkable as stated
Chernin: Enterprise AI adoption will explode once evaluation cold-start issues resolve
“And I think we'll see a lot of explosive growth in enterprises, in the digital, including like in the cloud companies, in the cloud native companies like Revolut, Shopify, Prosus. Booking.com. When they solve this cold start problem, they build the system, how…”
Roman Chernin Jun 8, 2026 ▶ 45:19 Nebius Co-Founder on AI Infrastructure Bubbles | How Price Elastic is Demand for Compute · 20VC with Harry Stebbings
Assertion Supported
Former Booking.com CEO Kees Koolen invested $1M in GetYourGuide
“I'm going to come on board. Like I'm joining a board of directors and I'm going to personally invest a million bucks in the company.”
Johannes Reck Jun 23, 2025 ▶ 22:34 GetYourGuide CEO & Founder, Johannes Reck: The Wild Story Raising $450M From Masa and Softbank · 20VC with Harry Stebbings
Assertion Supported
Tavel: Booking.com leapfrogged Expedia by offering lower take rates to small hotels
“Booking.com came in with a different structure to their marketplace and that let them have a far lower take than the incumbents at the time, which let them bring on small hotels. Which couldn't afford the higher take rate of the other marketplaces that were ar…”
Sarah Tavel Nov 23, 2020 ▶ 17:13 20VC: Benchmark's Sarah Tavel on Why Chasing GMV Will Lead To The Wrong Direction, The 2 Crucial Tipping Points For Marketplace Adoption, Why UGC Plays Are Like Marketplaces & How To Determine Between Existential and Non-Existential Risk
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