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.

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why aren't all 56 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
Loverro: Uber Proved Unit Economics by Highlighting Mature Cities Like NYC
“You know, Uber did this well, for instance, by showing, you know, yeah, hey, we're bleeding money left and right. But if you look at our oldest cities, these dense cities like New York, you know, the unit economics are actually fantastic.”
Tom Loverro Feb 13, 2023 ▶ 40:14 Tom Loverro: The Ultimate Startup Survival Guide for 2023 | 20VC #977 · 20VC with Harry Stebbings
Assertion Supported
Ed Baker: Uber selected weekly trips as its North Star metric
“Similarly at Uber, our North Star metric, in fact, one of the first things I did when I started the growth team at Uber was said to the team, we've got to come up with our North Star metric. We decided on, instead of something like monthly active riders, We sa…”
Ed Baker Feb 16, 2022 ▶ 10:16 20Growth: Five Key Functions of a Growth Team, The Biggest Lessons Starting Uber's Growth Team and Scaling Facebook's, How To Structure The Hiring Process for Growth and What Separates Good From Great in Growth Leaders with Ed Baker, Former VP of Growth @
Assertion Supported
Stebbings: David Cohen's portfolio companies have created over $80B in value
“To date, David has backed hundreds of startups, including the likes of, check this out, Uber, SendGrid, Twilio, ClassPass, PillPack, and many more. In total, these investments have gone on to create more than eighty billion dollars in value”
Harry Stebbings Feb 11, 2019 ▶ 0:30 20VC: Techstars Founder David Cohen on Why Seed Investing Is A Different Asset Class To Venture, What Makes The Best And The Worst Board Members & Why Every Company Has To Have A Pessimist In The Room
Assertion Supported
Calacanis Invested in Uber as a Sequoia Scout
“Jason's also previously been a scout for Sequoia Capital, where he made the original Uber investment.”
Harry Stebbings Aug 14, 2017 ▶ 0:39 20VC: Jason Calacanis on The 4 Questions Investors Must Ask Founders, Whether YC Have Scaled Their Process Successfully & Why Early Founder Liquidity Is Good Not Bad
Assertion Supported
Marini: Uber and Lyft valuations perfectly illustrate the 90/10 market value rule
“If you were an angel in Lyft, you're still very happy if they're worth, you know, roughly five billion. But you really want to be an Uber who's worth over sixty billion. Right. And that math actually, you know, kind of works out to that kind of 85, 10, and fiv…”
Rick Marini Nov 14, 2016 ▶ 12:38 20VC: Rick Marini on Lessons Leant From Naval Ravikant, Why You Need To Make 30 Investments Before You Know What You Are Doing & Why You Have To Earn The Right To Good Dealflow
Assertion Supported
Wertz: Uber seeded supply by paying idle drivers in new cities
“Uber has done a very good job whenever they launch a city to initially pay their drivers to kind of drive around idle just to have inventory and be quick to pick up the next passenger once there's an order coming in.”
Boris Wertz Dec 28, 2015 ▶ 16:55 20 VC: The Ultimate Guide To Marketplaces with Boris Wertz, Founding Partner @ Version One Ventures
Assertion Supported
Ghoorah: Uber completed 2M rides on New Year's Eve
“They did two million rides On New Year's Eve at one point it was 58 destinations a second.”
Bob Ghoorah Jan 13, 2015 ▶ 19:12 20 VC 003: Bob Ghoorah on Startups, The Pitch and Uber
Assertion Supported
Stebbings: Kevin Hartz's Angel Portfolio Includes Airbnb, Uber, and Pinterest
“Kevin's also a prolific angel investor, with one of the most successful angel portfolios in the valley, with the likes of Airbnb, Uber, PayPal, Pinterest, and Yammer, all in Kevin's personal angel portfolio.”
Harry Stebbings May 22, 2017 ▶ 1:02 20VC: Founders Fund's Kevin Hartz on Why Investing In Silicon Valley Is Broken & Why Fearlessness Is What Makes The Truly Great Investors
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