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 4 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 Partly supported
Omaze Beat WME, CAA, Airbnb, and Groupon in Celebrity Campaigns
“At one point we were producing 400 celebrity videos a year, you know, and our team, like, figured out that process, was really good at learning from that process. Like, that's why we, like, that's why we were the only ones who did a celebrity that made it. We'…”
Matthew Pohlson Jun 6, 2025 ▶ 1:19:06 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
Opinion
Groupon damaged its customer base by spamming emails for short-term targets
“Groupon honestly was very much the opposite. If a quarter was coming in soft, the response was often to, hey, send more email. You know, we'll pump up the short term, but it's a little bit like eating your stock seed because it burns up your core customer base…”
Blake Scholl Apr 10, 2020 ▶ 6:07 20VC: Why Venture Fund Life Cycles Do Not Align To Companies Today, Actionable Strategies To Separate Good From Great When Assessing and Hiring Multiple Candidates & Why We Need More Adventure in Venture Capital with Blake Scholl, Founder & CEO @ Boom Sup
Assertion Supported
Malik: Early adoption of unique channels drove growth for Dropbox and Pinterest
“Dropbox, Dropbox, like with the referral program, Groupon and email, Pinterest and SEO, Duolingo, and just like a totally unhinged social media, right? All of them were kind of first to this concept and it really, really worked.”
Raman Malik Nov 15, 2024 ▶ 41:19 Raman Malik: Inside Perplexity’s Growth Machine: What Worked, What Did Not Work | E1226 · 20VC with Harry Stebbings
Assertion Supported
Betaworks invested in Airbnb, Twitter, and internally built Bitly and Chartbeat
“Matt is Director of Seed Investments at Betaworks, who have invested in the likes of Tumblr, Airbnb, Groupon, and Twitter, and have internally built startups such as Chartbeat, Bitly, and Socialflow.”
Harry Stebbings Oct 12, 2015 ▶ 0:19 20 VC 078: BETAWORKS WEEK: Matt Hartman, Director of Seed Investments @ Betaworks
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