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 2 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
Western Union's high margins allow them to outspend Wise on search marketing
“Western Union is like seven to eight times more expensive than WISE. So they could spend seven to eight times more than us on marketing. And therefore there's no way we would ever be able to compete on those SEM key head terms.”
Frankel passed on Remitly after Sequoia's Roelof Botha raised diligence concerns
“Beam at Mobile, Matt Oppenheim comes to mind. I loved what he was doing, and then I got into diligence, and I spoke to Rulof Buerta, who was in Zoom, and he helped talk me out of it, just talking about how difficult, you know, foreign kind of compensation was,…”