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 3 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
Liquid Death would never have survived a Coca-Cola focus group
“Like Liquid Death would have never made it through a focus group at Coca-Cola.”
Mike Cessario Jan 20, 2023 ▶ 27:17 Liquid Death CEO Mike Cessario: How I Turned Canned Water to a $700M Company | E968 · 20VC with Harry Stebbings
Assertion Supported
Alex Schultz: Coca-Cola shifted ad buying from mostly offline to mostly online
“Coke have changed from being vast majority offline, just I think five years ago, just before the pandemic, in terms of their ad buying, to vast majority online now ad buying.”
Alex Schultz Sep 5, 2025 ▶ 40:48 20Growth: Meta CMO Alex Schultz on How All Founders Have to Change Their Marketing Playbook in a World of AI | Is AI Plateauing, What it Means if China Wins the AI Race and Why Zuck is a Generational Leader
Disclosure
Chad Byers: Susa Ventures Avoids Investing Based on Brand Defensibility
“I think in our opinion, we'd rather see one of those other three than just a strong brand. So I think, you know, a good example of this is in the commerce space. There's some companies I think where their most defensible aspect is brand. There's examples of ma…”
Chad Byers Aug 24, 2016 ▶ 14:47 20VC: Why Raising A Fund Is Like Raising A $25m Seed Round with No Product & Why Not All LP Money Is Equal with Chad Byers, General Partner @ Susa Ventures
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