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 4 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

Assertion Supported
Uber built its initial Atlanta driver supply by cold-calling Yelp listings
“When we went into the initial market, we got a Yelp list of all the drivers in the city and sort of like called through and trying to get them to sign up with Uber and, you know, got our initial list of drivers that way and launched a few weeks later with some…”
Scott Gorlick Aug 30, 2024 ▶ 3:40 Scott Gorlick: How Uber Acquired 1M Drivers & The Uber’s Expansion Playbook | E1196 · 20VC with Harry Stebbings
Assertion Supported
Wilkinson: Google Maps blew Yelp out of the water using Android
“Turns out with Google, having Android and Google Maps, they can just ask every single person on earth how the restaurant was that they went to last night, because they know that they'd visited it via Google Maps, and suddenly Google Maps has better data and bl…”
Andrew Wilkinson Jun 22, 2020 ▶ 19:35 20VC: Andrew Wilkinson on Building The Berkshire Hathway of Tech, Sustainable vs Unsustainable Growth and The Relationship Between Money and Freedom
Assertion Supported
Lemkin: Yelp's valuation is down 47% this year to $1.2 billion
“Yelp's down to 1.2 billion dollar valuation. I mean, Jeremy's young, but it's been what? 20 something years, right? And it's down 47% this year to almost just over a billion.”
Jason Lemkin Feb 19, 2026 ▶ 1:28:22 Thrive Raises New $10B Fund | OpenAI Buys OpenClaw | Stripe at $140B: Is Adyen Wildly Undervalued? · 20VC with Harry Stebbings
Assertion Supported
Yelp sold Eat24 to Grubhub for double its acquisition price
“Now we bought a company called eat 24 is a food delivery startup. And so I kind of got dropped in to be had a product for that subsidiary helped grow that business. This wasn't our original intent, but we actually sold it to Grubhub just about two years later …”
Ely Lerner Oct 25, 2023 ▶ 1:56 Ely Lerner: Should Startups Hire Advisors & How much should they be paid? | E1075 · 20VC with Harry Stebbings
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