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.

clear all ✕

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

Prediction Held up
Former Yahoo executive Marvin Liao predicts the company is 'toast'
“If I'm honest, I think they're probably toast. It's a one point O company in a three point O world. I just, I'm very skeptical. And this isn't anything against Marissa, but I just think it's just, it was such a mess when I left and I probably take some credit …”
Marvin Liao Oct 28, 2015 ▶ 21:32 20 VC 083: 500 Startups Week: New Funds, Startup Mentoring and Dave's Masterplan with Marvin Liao, Partner @ 500 Startups
Assertion Supported
Reses: Yahoo Earned $50 Billion Through Renegotiated Alibaba Deal
“It probably generated fifty billion dollars worth of economics to Yahoo shareholders”
Jackie Reses Mar 31, 2023 ▶ 25:21 Jackie Reses: The Most Powerful Woman in Finance; Making $50BN for Yahoo on Alibaba | E996 · 20VC with Harry Stebbings
Assertion Supported
Ramaswamy: Google Succeeded Early Because AOL and Yahoo Neglected Search
“Yahoo and AOL. Early on. Those were the entry points. AOL didn't know how to do a search. Yahoo didn't think search was important.”
Sridhar Ramaswamy Feb 10, 2025 ▶ 48:16 Sridhar Ramaswamy, CEO @Snowflake: Deepseek is Not a Threat to OpenAI & OpenAI Beats Anthropic|E1258 · 20VC with Harry Stebbings
Assertion Supported
Josh Koppelman ran Facebook ads targeting Yahoo employees during 2008 takeover
“Josh Koppelman, who had just started First Round Capital, had decided when he saw the news of the takeover attempt, he wanted to see if there's anyone at Yahoo who is sort of loose in the saddle and maybe thinking about joining a startup or starting a company.…”
Kent Goldman Dec 28, 2016 ▶ 3:51 20VC: Using Valuation As A Litmus Test, Why Valuation Does Not Matter At Seed Stage & How Seed Funds Can Serve Founders Better with Kent Goldman, Founder @ Upside Partnership
Prediction Held up
Yahoo will not survive as an independent company for much longer
“It was Yahoo and still around, not for long though”
Jim Scheinman Mar 2, 2016 ▶ 2:51 20VC: Building a Game Changing Consumer Startup and Hunting His 4th Unicorn with Jim Scheinman @ Maven Ventures
Assertion Supported
Khan: Alibaba raised $8B to buy back 20% stake from Yahoo
“We bought back the share and then we had to go raise the money, raise the eight billion dollar to buy back that 20% stake.”
Imran Khan Aug 26, 2024 ▶ 51:41 Imran Khan: Why the IPO Market is Not Closed & Lessons From Taking Snap & Alibaba Public | E1194 · 20VC with Harry Stebbings
Assertion Supported
Tunguz: Google AdSense was neck-and-neck with Yahoo in early 2005
“Early 2005, we were neck and neck with Yahoo, which was the big competitor trying to run ads on other people's websites.”
Tomasz Tunguz Sep 12, 2016 ▶ 3:47 20VC: Redpoint's Tom Tunguz on Winning with Data: How To Gain A Competitive Advantage & Dominate Markets with Data and 5 Steps To Create A Data Driven Company
Assertion Supported
SoftBank Owned a Third of Yahoo at Its IPO
“SoftBank then ended up owning, as you'll recall a third of Yahoo at the IPO.”
Eric Hippeau Dec 21, 2015 ▶ 3:27 20 VC: Running Lerer Hippeau Ventures Like A Startup with Eric Hippeau, Managing Partner @ Lerer Hippeau Ventures
Assertion Supported
Yahoo acquired Summly primarily to acquihire its core technical talent
“Yahoo was specifically after the technical people in the company. So, you know, they took the CTO, they took the head of the algorithm, they took Nick.”
John Henderson Apr 6, 2015 ▶ 8:42 20 VC 025: Finding the Right VC and The Evolution of Summly with John Henderson of White Star Capital
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