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 3 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
Rajaram: Benchmark made money on WeWork by investing early
“Even in V work benchmark made money. Genchmark made money at WeWork because they invested early enough.”
Stebbings: Benchmark returned roughly 640x on Uber versus 25x on WeWork
“Uber made benchmark roughly 640 X versus around 25 X with WeWork.”
Real estate tech represents $250B+ in public and private market value
“So if you just look at, you know, two of the three largest unicorns today are real estate and hospitality tech. We work in Airbnb after Uber. And then beyond them, there's another two hundred and fifty billion of real estate and hospitality tech companies out …”