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 7 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 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 Open · timeframe Mar 2028
Coates: Shopify competes directly with Amazon today
“Well, I mean, Shafak meets with Amazon today. Oh, absolutely. Hundred percent. Hundred percent.”
Glen Coates Mar 8, 2023 ▶ 45:04 Glen Coates: Why Shopify Will Dominate Amazon; How Microsoft Made Smartest Move of 2023 | E986 · 20VC with Harry Stebbings
Assertion Not checkable as stated
Coates: Tobi Lütke is and will always be Shopify's head of product
“Toby, like all great CEO founders, is actually the head of product at Shopify, and will always be. I think the day that Toby's not running a product at Shopify is the day that he's not at Shopify.”
Glen Coates Mar 8, 2023 ▶ 42:43 Glen Coates: Why Shopify Will Dominate Amazon; How Microsoft Made Smartest Move of 2023 | E986 · 20VC with Harry Stebbings
Assertion Not checkable as stated
Coates Executed a 'Code Red' Fix on Shopify's Checkout in 2020
“So that was a year in which there was some really fundamental things in the checkout that needed to be fixed, like rather promptly. And so Toby asked me to move over and basically like run a, what's called a code red on checkout.”
Glen Coates Mar 8, 2023 ▶ 4:43 Glen Coates: Why Shopify Will Dominate Amazon; How Microsoft Made Smartest Move of 2023 | E986 · 20VC with Harry Stebbings
Assertion Supported
Coates: Shopify was first major SaaS platform to run secure third-party code
“And I, as far as I'm aware of Shopify was the first at scale SaaS platform to do that.”
Glen Coates Mar 8, 2023 ▶ 23:59 Glen Coates: Why Shopify Will Dominate Amazon; How Microsoft Made Smartest Move of 2023 | E986 · 20VC with Harry Stebbings
Assertion Not checkable as stated
Shopify's previous org structure required product escalations to go directly to CEO Tobi Lütke
“In the old org structure, the first point in the org chart where all those 14 teams actually, like, joined at the top was Tobii. So anytime someone has an escalation, the first point in the escalation tree was Toby”
Glen Coates Mar 8, 2023 ▶ 25:53 Glen Coates: Why Shopify Will Dominate Amazon; How Microsoft Made Smartest Move of 2023 | E986 · 20VC with Harry Stebbings
Assertion Not checkable as stated
Coates: Shopify Core has 2,500 employees divided into 10 teams
“Core is about two and a half thousand people, right? And there's now 10 of these teams inside core, so there are about 200 people each, which is about the Dunbar number, which is not a coincidence.”
Glen Coates Mar 8, 2023 ▶ 25:37 Glen Coates: Why Shopify Will Dominate Amazon; How Microsoft Made Smartest Move of 2023 | E986 · 20VC with Harry Stebbings
Assertion Supported
Glen Coates quit business school after one day to focus on coding
“I basically applied to go to business school, went to business school, went for one day. And then I was like, actually, this is kind of not what I want to be doing. I'd actually rather be coding 12 hours a day. And so I quit business school”
Glen Coates Mar 8, 2023 ▶ 2:02 Glen Coates: Why Shopify Will Dominate Amazon; How Microsoft Made Smartest Move of 2023 | E986 · 20VC with Harry Stebbings
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 1,200 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.