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 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

Assertion Supported
Prince: The story of eBay starting with Beanie Babies is PR BS
“So, so the eBay example, you're like eBay started with Beanie Babies. So I've talked to the founders of eBay about that. That's complete and utter PR retrospective BS.”
Matthew Prince Oct 24, 2023 ▶ 11:59 Harry debates Cloudflare CEO Matthew Prince: "Should startups target niche markets?" · 20VC with Harry Stebbings
Assertion Supported
Taussig: High-margin eBay is losing market share yearly to Vinted
“Usually the highest EBITDA margin businesses have the lowest growth, right? And so it's this kind of funny thing where You know, the business like eBay has a great EBITDA margin. It hasn't really, it's not really growing and it's kind of losing market share ev…”
Alex Taussig Feb 12, 2024 ▶ 1:06:59 Thomas Plantenga & Alex Taussig: Vinted CEO's Ultimate Guide to Scaling Marketplaces | E1114 · 20VC with Harry Stebbings
Assertion Supported
Prince: The eBay Beanie Babies origin story is a PR myth
“So I've talked to the founders of eBay about that. That's complete and utter PR retrospective BS. And the reason that a lot of stories look like that is because almost nobody Once, if you're in the, you're the journalist that, that, that you said before we sta…”
Matthew Prince Oct 16, 2023 ▶ 41:17 Matthew Prince: The Two Biggest Mistakes Every Founder Makes | E1072 · 20VC with Harry Stebbings
Assertion Supported
Alibaba Pitch Framed Company as eBay, Amazon, and PayPal of China
“The story was positioned very simply that, hey, it's the China consumer play, and they are the eBay plus Amazon plus PayPal of China.”
Imran Khan Aug 26, 2024 ▶ 54:50 Imran Khan: Why the IPO Market is Not Closed & Lessons From Taking Snap & Alibaba Public | E1194 · 20VC with Harry Stebbings
Assertion Supported
Plantenga: Vinted originally charged sellers a 15% to 20% commission fee
“So they were asking something in the tune of 15 to 20% seller fee, which is like the standard thing that eBay and Poshmark were doing for years,”
Thomas Plantenga Feb 12, 2024 ▶ 6:23 Thomas Plantenga & Alex Taussig: Vinted CEO's Ultimate Guide to Scaling Marketplaces | E1114 · 20VC with Harry Stebbings
Assertion Supported
Schultz Says eBay Was Run by Consultants During His Tenure
“And how to put together a very good deck, because it was run by consultants.”
Alex Schultz Mar 7, 2023 ▶ 4:37 Meta CMO Alex Schultz: Competing Against TikTok & Snap; Why Reels Failed at First | E985 · 20VC with Harry Stebbings
Assertion Supported
Jordan: Benchmark Originally Invested in eBay as a Collectibles Marketplace
“When Benchmark wrote the joint, Bob Cagle and Benchmark wrote the check, he was investing in a collectibles marketplace.”
Jeff Jordan Jan 24, 2023 ▶ 18:44 The Ultimate Guide for Building a Two-Sided Marketplace | a16z's Jeff Jordan · 20VC with Harry Stebbings
Assertion Supported
Buchheit: Early Gmail launch invites sold on eBay for hundreds of dollars
“People were selling the invites on eBay for hundreds of dollars. It became a real currency because people were so excited about getting an invite to the service.”
Paul Buchheit Nov 1, 2017 ▶ 10:06 20VC: Y Combinator's Paul Buchheit on Creating Gmail Version 1.0 & Leadership Lessons from Working With Zuckerberg and Larry Paige
Assertion Supported
Justin Kan Sold Web Calendar Startup Kiko on eBay for $250,000
“Ended up selling on eBay. Decided startups weren't quite as bad as we'd thought because from the eBay sale, which was about a quarter of a million dollars, we made a little bit of money.”
Justin Kan Aug 1, 2016 ▶ 4:42 20VC: YC's Justin Kan on The 3 Qualities All Successful Investors Have & Why 'VCs Don't Really Do Any Real Work'?
Assertion Supported
Darian Shirazi Was Facebook's First External Engineering Hire
“And prior to Radius, Darian has enjoyed roles such as first external engineering hire at Facebook and working on the sell your item team at eBay.”
Harry Stebbings Apr 6, 2018 ▶ 0:45 20VC: Why Facebook Will Be The Company To Succeed in Crypto, Why Founders Should Be Actively Angel Investing & Commonalities of Great Leadership From Mark Zuckerberg to Mark Pincus with Darian Shirazi, Founder & CEO @ Radius
Assertion Supported
eBay grew from 100 to 15,000 employees during Gil Penchina's tenure
“Spent eight years at eBay running various different functions and groups as the company grew from about a hundred people when I joined to about 15,000 when I left.”
Gil Penchina Feb 8, 2016 ▶ 3:22 20VC: Gil Penchina on Building The World's Largest AngelList Syndicate with Flight.vc
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