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.

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why aren't all 2 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

Disclosure
Delivery Hero lost the vast majority of its $200M investment in Gorillas
“Yeah, we put in close to two hundred million dollars. We got some of it back, a small portion back. But yeah, it was, most of that was lost.”
Niklas Östberg Mar 12, 2025 ▶ 20:58 Niklas Östberg, Founder @ Delivery Hero: Competing with Uber and Doordash in a Capital Arms Race · 20VC with Harry Stebbings
Assertion Partly supported
Östberg: Delivery Hero's $200M Gorillas loss was only 0.5% of its market cap
“Yeah, so, so, and of course, going back to this two hundred million mistake also done here that we were a thirty five billion company. So this was Back then, less than a percent. It was a half a percent of our market cap that we felt like we are willing to tak…”
Niklas Östberg Mar 12, 2025 ▶ 24:42 Niklas Östberg, Founder @ Delivery Hero: Competing with Uber and Doordash in a Capital Arms Race · 20VC with Harry Stebbings
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