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

Opinion
Macdonald: A US Tech Company Winning Chinese Mobility Was Geopolitically Implausible
“I don't think it was plausible that we were ultimately going to be the market winner. I mean, even for geopolitical reasons alone, like the notion that a U S tech company would ultimately be the largest mobility service in China. I just don't think it's someth…”
Andrew Macdonald (Mac) Aug 17, 2026 ▶ 32:25 Uber President on Travis, China & Self-Driving | Why Autonomy Is Existential | How to Beat DoorDash
Assertion Supported
Uber Burned $52 Million Weekly on Subsidies Before Exiting China
“I remember the last few weeks in the negotiation, we were burning fifty two million a week in China, just on price subsidies, because there was this heated behind the scenes battle happening To get to the best economics and the ultimate sort of surrender or u…”
Andrew Macdonald (Mac) Aug 17, 2026 ▶ 30:26 Uber President on Travis, China & Self-Driving | Why Autonomy Is Existential | How to Beat DoorDash
Assertion Contradicted
Didi-Kuaidi Merger Revealed 200 Employees Secretly on Both Payrolls Simultaneously
“When Uber and Didi did our deal we were the two largest players, but before there was a third player, I think it was called Quaddi, and Didi and Quaddi merged and they sort of merged the companies, they did a deal, you're combining HR systems, and they realize…”
Andrew Macdonald (Mac) Aug 17, 2026 ▶ 30:50 Uber President on Travis, China & Self-Driving | Why Autonomy Is Existential | How to Beat DoorDash
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