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 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

Assertion Supported
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. …”
Sarah Tavel Nov 23, 2020 ▶ 18:09 20VC: Benchmark's Sarah Tavel on Why Chasing GMV Will Lead To The Wrong Direction, The 2 Crucial Tipping Points For Marketplace Adoption, Why UGC Plays Are Like Marketplaces & How To Determine Between Existential and Non-Existential Risk
Assertion Supported
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 …”
Ely Lerner Oct 25, 2023 ▶ 1:56 Ely Lerner: Should Startups Hire Advisors & How much should they be paid? | E1075 · 20VC with Harry Stebbings
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