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 8 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

Assertion Supported
O'Driscoll: Disney issued a cease-and-desist letter to Google over IP usage
“They sent a cease and desist letter to Google Because for unlicensed use of the content.”
Rory O'Driscoll Dec 18, 2025 ▶ 12:09 Will Cursor Kill Figma? Lightspeed Raises $9B & OpenAI’s $1B from Disney & #1 App in App Store · 20VC with Harry Stebbings
Prediction Not checkable as stated
Brit Morin aims to build Brit & Co into the next Disney
“For Brit & Co., you know, my vision is to, you know, be the next Disney. I want to build a global brand that is around for, you know, over a hundred years, that has experiences combined into it, that has products and merchandising, and that has content.”
Brit Morin Sep 30, 2016 ▶ 13:48 20VC: Why The Evolution of Digital Media Presents A Multi $Bn Opportunity with Brit Morin, Founder & CEO @ Brit + Co
Prediction Held up
Csathy: Massive media and brand M&A in digital content will continue in 2015
“The proliferation of the multi-channel networks, and we saw accelerating massive M&A in 2014, and I absolutely believe that's going to continue in 2015, because the major media companies, and others, by the way, such as significant brands, are going to want to…”
Peter Csathy Jan 26, 2015 ▶ 10:59 20 VC 007: The Evolution of Content and the Venture Capital Industry with Peter Csathy
Opinion
Disney is a rare legacy media brand broad enough for DTC subscriptions
“Disney is one of the few examples of a company with a, that had a brand that was umbrella that was broad enough that consumers saw value in the brand broadly enough that they were willing to license the content of subscription model. But many, many, many compa…”
Barry McCarthy Dec 20, 2022 ▶ 42:25 Barry McCarthy: From Netflix CFO to Peloton CEO; How Netflix Beat Blockbuster | 20VC #962 · 20VC with Harry Stebbings
Assertion Not checkable as stated
Omaze Pitched Disney's Bob Iger With Only Six Employees
“Like we were meeting with Disney and Bob Iger. They didn't know that we were only six people and like, we didn't really even have the tech stack to support. That kind of traffic.”
Matthew Pohlson Jun 6, 2025 ▶ 10:09 20VC: The Science of Storytelling: Three Steps to Master the Perfect Story | From Near Death Experience to Unicorn Startup: The Untold Story of Omaze with Matt Pohlson
Assertion Not checkable as stated
Lanzone: CBS Interactive funded streaming via CNET revenue 5 years before Disney+
“At CBS Interactive, we ran a portfolio of brands, and we did it by turning around CNET, which was a public company acquired by CBS, and really goosing revenue on CNET to pay for the subscription opportunity that we saw in streaming. And again, this is 20 11, 1…”
Jim Lanzone Jul 29, 2022 ▶ 24:21 Yahoo CEO Jim Lanzone: The Yahoo Turnaround Plan | 20VC #911 · 20VC with Harry Stebbings
Disclosure
Quarles: Disney Acquired Playdom to Understand Shifting Consumer Media Habits
“When we sold Platum into Disney, a lot of that was, hey, consumers are spending different amounts of time with different types of media. We gotta understand this, and I think that was Bob who leaned in”
Krista Quarles Jul 29, 2021 ▶ 6:24 20VC: A Masterclass in Leadership and Scaling Companies: The Decisions only the CEO Can Make, The Secret To Talent Acquisition and Retention and How To Find The Unscalable Things that are Fundamental To Scale with Christa Quarles, CEO @ Corel Corporation
Assertion Supported
Rowghani: Disney returned Toy Story 3 to Pixar after 2006 acquisition
“We sold the company to Disney in 2006. And as part of that transaction, Disney naturally closed down their own production efforts on Toy Story three and gave the film back to Pixar.”
Ali Rowghani Oct 30, 2017 ▶ 12:14 20VC: YC's Ali Rowghani on Leadership Lessons From Steve Jobs, Ed Catmull and Jack Dorsey & The 3 Traits All Truly Successful Leaders Share
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