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 9 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
Pishevar: Bill Gurley hired PIs and met weekly to oust Travis Kalanick
“We found out in our investigation that he hired Some private investigators had weekly meetings about how do we get rid of Travis.”
Stebbings: 97% of Capital Invested in Uber Will Not Return 1x
“97% of the money that's gone into Uber will not return one X, just given the quantum of money.”
Sacca: Travis Kalanick was ousted by 13 Uber managers, not VCs
“In the end, what pushed Travis out was when his team held him accountable. It was when the, you know, his 13 senior managers all wrote a letter and said, dude, you gotta stay out of the company. You know, that's really the only force that Silicon Valley leader…”
Green: Only three $100B+ companies were created post-iPhone
“You know, since the iPhone came out in 2007, 2006, whatever it was, there's only been three companies built that did not exist before. That were a hundred billion dollar companies. ByteDance, Pindo Doe, and Uber.”
Emil Michael: Uber grew faster than any company in history, including Google
“We grew faster than any company in the world, both geographically And revenue wise, including Google.”
Travis Kalanick was ousted after 13 senior Uber managers demanded his exit
“In the end, what pushed Travis out was when his team held him accountable. It was when the, you know, his 13 senior managers all wrote a letter that said, dude, you've got to stay out of the company.”
Benchmark turned a $33M Uber investment into $10B in four years
“Bill Gurley was on our board, lost her nerve. And the reality is there's another economic principle called loss aversion, right? If you invest thirty three million dollars in Uber and it looks like ten billion four years later, ten billion on a thirty three mi…”
Gurley: Uber in San Francisco was already 10x the local taxi market
“And at the moment he wrote it, the size of Uber in San Francisco was already 10 X the taxi and black car market.”
Tolkin: UberPool launched with post-hoc pricing before upfront pricing was built
“When we first launched, it was variable pricing, depending on whether you matched or not. You open the Uber app, you say, this is where I'm going, and it was just like, okay, and then based on minutes and miles, the cost would post hoc calculate until we built…”