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 11 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
Samani: Bitcoin is nonsense and not an inflation hedge
“No. Bitcoin is nonsense. It does not, there are so many ways to, you can choose to have a productive asset or a nonproductive asset. And then there are many assets that are naturally good hedges against inflation. The obvious of which is like Walmart and Amazo…”
Amazon and Walmart lose trillions annually in inventory waste
“If you look into the inventory losses and the wastage costs of the likes of Walmart, or even an Amazon, or like normal supermarket chain, it's in the trillions of how much they're losing on a yearly basis of like food and other items that are actually being so…”
Stebbings: Enterprise experimental budgets for AI software are already churning
“I'm already starting to see actually the churn take place, which is like the experimental corporate budgets, which were like one or two seats, but they were at Walmart. You're seeing them churn already.”
Huber: Tech VCs haven't set foot in a Walmart in 10 years
“These folks have not been in a Walmart in 10 years. They have, they just haven't been in one. They haven't looked at the average American. They have no idea what the average American thinks about, you know, looks for, eats does with their free time. They have …”
Garg: Gobble plans to hit multi-billion dollar valuation and revenue levels
“We have our plan to reach the multi-billion dollar valuation and revenue levels in the next upcoming years with a number of these efforts, and we just recently closed a deal with Walmart”
Marc Lore: Walmart Acquired Jet.com for Talent and Tech, Not Customers
“When Walmart made the acquisition, that was a, probably the single biggest reason why they were interested in spending three billion dollars for Jet. It certainly wasn't the market penetration, the customers that they were buying. They were buying the team and…”
Elad Gil: Amazon's Low-Margin Playbook Fails for Most Tech Companies
“I think that in Silicon Valley, too many people are stuck on Amazon as the primary model for what will succeed as a company, and Amazon is actually the exception versus the rule. In other words, Amazon is a company that went for very high market share with ver…”
Walmart could have bought Jet.com for one dollar by waiting
“That would have, they could have had that for a dollar if they just would have waited.”
Carlson: Walmarts outnumber community colleges within driving distance of Americans
“There are more Walmarts within driving distance of Americans than community colleges.”
Coelius: Triggit grew from $1M to $30M in revenue in 12 months
“For my company, Trigger, it was like, we basically went from being a very broad sort of demand-side platform, and all those things we could do, to like, hey, we give you retargeting on Facebook. And the moment we did that, suddenly, Walmart, Best Buy, HomeDevo…”