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
Uber partnering with Waymo and Cruise is the right long-term strategy
“I think the decision to partner with You know, the leading AV players in the space, doing things with, like, the Waymos and the Cruises of the world, and trying to bring their fleets onto Uber is the right long-term strategy.”
Khosla: Waymo and Cruise self-driving models are not transformative for cities
“I think the Waymo approach and the cruise approach is nice. It adds functionality. It's not transformative of cities.”
Rodrigues: Cruise and Zoox are undervalued compared to AV's potential
“And like cruise is worth nineteen billion. Uber ATG is valued at seven. Zoops is valued at two. And so it's like huge, huge amounts of money, but not actually close to the 600 that you could sort of support when you look at what the long term value will be.”
Hyatt: Autonomous Vehicle Startups Must Partner With Major Automakers to Scale
“It, I think was the absolute right thing to do for the company. You know, I think I supported Kyle in decision, and it is a good exit but more importantly, you know, Kyle wants to lead the self-driving revolution, and we knew all along that that would require …”
Maples: Backed Cruise Over Internal Pushback Because Kyle Vogt Made Him Money
“I came in and I said, I want to do this cruise deal. I think that Kyle's really smart. He made me money on Twitch and I, you know, I've decided I want to do it. And a lot of people read me the riot act and said, this is crazy.”
Hyatt: Spark's Biggest Wins Like Twitter Were Impossible to Model Initially
“If you look at all of our big wins from Oculus to Twitter to Tumblr to Cruise, like all of these companies were, at the day that we invested, were very hard to actually model the exact market size of that company,”
Hyatt: Cruise Built Tesla-Style Autopilot Long Before Tesla Did
“So the kind of autopilot that we now see in Tesla, only they had produced it, you know long before Tesla had produced it.”
Kan: Sam Altman brought whiskey to celebrate GM acquisition, found team working
“I always think about the time when we announced that we were being acquired by General Motors, which by all means is, you know, a great feat for such a small company at the time. And Sam Altman came into our office to celebrate and he brought a bottle of whisk…”
Quintini: Winning frontier tech companies build end-to-end products with empathetic design
“What I see happening in Frontier now is a humanization of technology, right? Companies are building end-to-end solutions. Even if you're, you know, if you think about the big successes in Frontier, like a Tesla, Nest, Invest an Oculus or Cruz. They're going al…”
Coelius's first three angel investments were Branch, OneSignal, and Cruise
“Branch was the first one. A company called OneSignal, which is doing really well, was my second. Cruise Automation was my third”
Kan: The initial idea for Cruise came entirely from co-founder Kyle Vogt
“When it comes to Cruise, this was all my co-founder Kyle's idea. He's a CTO now, and I was wrapping up my last startup, and it seemed like a great idea, or at the very least, a really interesting story, and it turns out it was.”