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 5 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
Lehmann: Postmates acquisition has not been written off by Uber
“I see no signs of the Postmates acquisition being written off because I think the brand is very strong. It continues to be very strong in LA.”
Bastian Lehmann Apr 8, 2024 ▶ 25:39 Bastian Lehmann: How the Uber Deal Went Down and How a $2.65BN Deal Turned into $5BN | E1137 · 20VC with Harry Stebbings
Assertion Supported
Andreessen Horowitz passed on Postmates four or five times
“I pitched him four times or five times the entire firm with Postmates. They were smart enough to say no”
Bastian Lehmann Apr 8, 2024 ▶ 29:20 Bastian Lehmann: How the Uber Deal Went Down and How a $2.65BN Deal Turned into $5BN | E1137 · 20VC with Harry Stebbings
Assertion Supported
G Squared generated a 3x return on Postmates in 18 months
“We made a three X on Postmates”
Larry Aschebrook Jun 16, 2025 ▶ 1:03:32 Larry Aschebrook, Founder & MP @GSquared: How We Lost Money on Uber and Made Millions on Lyft · 20VC with Harry Stebbings
Assertion Supported
Khosrowshahi: Postmates backend integration enabled aggressive cost cuts for Uber
“While Postmates as an app is still in the app store, they've got millions of loyal customers, all of the backend is essentially being served by our infrastructure, which allowed us to save pretty aggressively as it related to the cost side.”
Dara Khosrowshahi Mar 27, 2023 ▶ 22:46 Dara Khosrowshahi: How I Became CEO of Uber; Uber Eats vs DoorDash; The Postmates Acquisition | E994 · 20VC with Harry Stebbings
Assertion Supported
Lemkin: Postmates sold for nearly $3B despite being the third-place player
“Postmates, like, you know, I used it, but in the US, I think it was number three or number four, and it still sold for almost three billion dollars.”
Jason Lemkin Jan 13, 2023 ▶ 2:32 Jason Lemkin: WTF is Going On in VC? Are LPs Investing in New Funds? | 20VC #965 · 20VC with Harry Stebbings
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