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 13 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
O'Driscoll: TikTok US generates $15B-$16B revenue and was bought for ~1x
“I think the company's doing 15 or sixteen billion dollars in the US revenue, And they bought it for like one times revenue plus or minus.”
Dash: TikTok's 2019 Ad Spend on Facebook and Snap Cannibalized Their Users
“The ad targeting at this point in 2019 had gotten so granular You could actually get to, like, a city level, a user demographic level, and TikTok leveraged all of that. And Facebook and Snap all benefited because they saw tons of money coming in in the form of…”
Masad: TikTok will not be banned outright without full Republican control
“Banning them outright, I don't see that happening unless there's like a full Republican government and like, you know, will of, you know, political will.”
Jordan: TikTok Buys Users at Scale Unlike Early Google or Facebook
“That's not a categorical rule, because TikTok buys users at monstrous scale. But, you know, Google really didn't buy many users, Facebook didn't buy many users, you know, tick, tick, tick, tick.”
Ian Lee: NFT-Powered Spotify and YouTube Alternatives Will Emerge by 2024
“So good example of this is that I think that like NFT powered commerce in Web three, NFT powered digital media and various kind of social media platforms. That I knew or believed were gonna happen in 10 years or so, I think are now possible in the next two to …”
Lemkin: ChatGPT mobile downloads rival TikTok, Meta, and X combined
“It was ChatGPT over the last 28 days, 29.5 million downloads. ChatGPT, 29.5 million. Just mobile. That's just its mobile app. TikTok, Facebook, Instagram and X, thirty two million. So ChatGPT mobile downloads just about equal to all the social media guys combi…”
Allebest: Short-form video completely drove Chess.com's latest growth wave
“Our most recent wave was Completely driven off of short forms, whether it's YouTube shorts, Instagram, you know stuff or reels or, you know, TikTok. It is totally driven.”
TikTok spent Dubsmash's entire $7M bank balance every week
“We were a startup that had just kind of raised seven million dollars. We had the, that was the cash in the bank. They were spending that in like a week”
Dash: ByteDance Used Chinese Revenues from Douyin to Buy US Market
“I think they did it at a scale leveraging all of the revenues that they had gotten in China already via Dao Win and To Tiao and actually leverage that to really buy out the U.S. Market.”
Hacker: Duolingo was once bigger on TikTok than Nike
“I think at some point we were bigger on TikTok than Nike.”
Schultz: TikTok Is Focusing Heavily on Messaging and Friend Graphs
“You look at TikTok and what they're doing right now. They're focusing very heavily on messaging. They're focusing very heavily on friend graph.”
Tenev: Robinhood was the top App Store app during GameStop surge
“Robinhood was the number one app in the app store. And my feeling at the time was, you know, everyone was sort of like, Wow, you should be really happy. You're the number one app in the app store ahead of Instagram and TikTok. Not just financial app, but every…”