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.
why aren't all 6 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
DoorDash outmaneuvered Grubhub and Uber Eats by subsidizing economics for market dominance
“DoorDash in particular that was able to raise an incredible amount of capital, and they were competing against Grubhub and Uber Eats, both of whom were at that point public companies, and then were being evaluated by a completely different rule book in a way. …”
Sequoia Passed on Grubhub, Caviar, Postmates, and TaskRabbit
“And actually, between 20 11 and 20 13, we evaluated opportunities to invest in Grubhub, in Caviar, in Postmates, in TaskRabbit, because I was fascinated with this space. We passed on each of those opportunities, not partly because we're somewhat concerned abou…”
Winters: Intuition-based growth experiments failed at every new job he took
“Every growth experiment I've recommended when I've joined a company, I'm fundamentally using more of my gut from previous experience. Every time that has not worked.”
Biggart: B2C food tech is crowded, but B2B catering software has few competitors
“What's interesting with our market is there is a huge explosion of B to C food technology offerings. I'm thinking of seamless. I'm thinking of Grubhub, Deliveroo, Just Eat in the UK big, big technology platforms making it easier for consumers to order their pi…”
Yelp sold Eat24 to Grubhub for double its acquisition price
“Now we bought a company called eat 24 is a food delivery startup. And so I kind of got dropped in to be had a product for that subsidiary helped grow that business. This wasn't our original intent, but we actually sold it to Grubhub just about two years later …”