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 16 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
Alex Schultz: Nike's massive shift to a digital-first strategy went horribly
“Nike did this massive transition to digital first, right? And it went horribly.”
Powers: Nike is Hoka's primary internal target for market share capture
“Well, for Hoka, it's, you know, it's Nike. That's the one that really drives us internally, is, hey, you know, we think that we could take a chunk of their business.”
Powers: Nike Free's barefoot running trend created injury-causing footwear
“You know, and it was, you know, Nike went there with the Nike Free and started making this, you know, lower profile product and everybody just followed suit. So next thing you know, you have a whole industry of, you know, running brands that are creating produ…”
Philip Krim Predicts Casper Will Become a Global Brand Like Nike
“I believe Casper will become a truly global brand, a brand that you generously echoed in the same vein as Nike or Under Armour. These are brands that have really been catalysts To changes in the consumer mindset and landscape, and I think Casper will do that o…”
Zwillinger: Nike selling on Amazon is a canary in the coal mine for footwear brands
“I think Nike just announced that they're going to start to sell on Amazon as well, which I think is quite a bellwether for the industry and a bit of a, if you want to use the other analogy, a canary in the coal mine for what is to come.”
Solomou: Nike has lost its way, but retains deep brand equity
“No, I think it's a very, very special brand, and I believe it's lost its way, and sometimes businesses do, and we work with them. They want to understand Gen Z in a better way, and we're working with them on that basis. But I do not. I think it's got too much …”
Powers: HOKA has the potential to reach $5 billion in revenue
“Maybe not all from Nike, but it has the potential to be five billion in revenue for sure.”
Franceschetti: Companies should focus on 'honoring customers' over 'customer obsession'
“It's really the word honoring your customers that I really love. It's not customer obsession, not Jeff Bezos mentioning a call said customer obsession to me. It's honor your customer.”
Hacker: Duolingo was once bigger on TikTok than Nike
“I think at some point we were bigger on TikTok than Nike.”
Liu: Airtable serves users ranging from dentists and cattle farmers to Nike
“Dentists are using Airtable today to manage their operations. I mean, we see lawyers using Airtable for case mapping. We see cattle farmers using Airtable to actually like keep track of literal cattle and inventory. And then all the way up to large enterprises…”
Chad Byers: Susa Ventures Avoids Investing Based on Brand Defensibility
“I think in our opinion, we'd rather see one of those other three than just a strong brand. So I think, you know, a good example of this is in the commerce space. There's some companies I think where their most defensible aspect is brand. There's examples of ma…”
Nike performed a blind reference check on Snowflake with Nielsen
“We won Nielsen Marketing Cloud and we were trying to sell it to Nike. And Nike was like, who the hell is this little company with a weird name called Snowflake? And what Nike's decision makers did is they cold called the Nielsen marketing team without our know…”
LADbible's business model relies heavily on consultancy for major global brands
“Even our business model today has a big aspect of consultancy. So we work with Nike, Vodafone, Unilever, P and G, some of the biggest brands in the world.”
VSCO hired its Nike CMO through unstructured serendipitous networking meetings
“Where our new CMO from Nike comes from is through taking those meetings you probably shouldn't take that introduces you to someone who introduces you to someone. And the next thing you know, it's one of the key pieces of your business.”
Jayalath: Athos manufactures smart clothing with Sri Lanka's MAS
“We work with one of the best manufacturers in the world. They call it MAS based in Sri Lanka, and they do work for Nike, Lululemon.”
Lund: Enterprise fintech growth depends on closing massive initial clients
“The ability to close huge clients, because the whole equation wouldn't work unless you had some really, really large companies who would, you know, buy into this vision, even though it was a very unstable young company. And that, I think, was the founder's, yo…”