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 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

Prediction Didn’t hold up
Direct listings will not happen during market downturns without first-day pops
“Well, not in the current capital environment, and that's because public company shares are trading at such a steep discount, that the only way you're going to get a company public is if you essentially promise to the institutions who are going to buy the IPO, …”
Barry McCarthy Dec 20, 2022 ▶ 11:32 Barry McCarthy: From Netflix CFO to Peloton CEO; How Netflix Beat Blockbuster | 20VC #962 · 20VC with Harry Stebbings
Prediction Held up
Peloton is currently on track to reach cash flow breakeven
“I think we're on track to get the business to cashflow breakeven, which enables us to control our own destiny”
Barry McCarthy Dec 20, 2022 ▶ 48:55 Barry McCarthy: From Netflix CFO to Peloton CEO; How Netflix Beat Blockbuster | 20VC #962 · 20VC with Harry Stebbings
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