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

Prediction Not checkable as stated
Davis: Glossier aims to replace L'Oréal and Estée Lauder as conglomerates
“But we believe that that is very short-sighted of us to even think about that option, because actually what we want to do is replace L'Oreal or Estee Lauder as the massive conglomerate incumbent.”
Henry Davis Jan 12, 2018 ▶ 20:04 20VC: Why Risk Is Misunderstood In Entrepreneurship, Why Acquisitions Are Cheap For Incumbents Today & 3 Strategies To Improve Diversity In Your Team with Henry Davis, President & COO @ Glossier
Prediction Held up
Davis: Glossier has no intention of being acquired
“Well, just to put to bed any rumors, no one has moved on Glossier just yet, and we have no intention of being moved on.”
Henry Davis Jan 12, 2018 ▶ 18:04 20VC: Why Risk Is Misunderstood In Entrepreneurship, Why Acquisitions Are Cheap For Incumbents Today & 3 Strategies To Improve Diversity In Your Team with Henry Davis, President & COO @ Glossier
Prediction Not checkable as stated
Davis: The future of consumer brands will be entirely digital
“I believe that the future of brand will be entirely digital. I think brick and mortar will serve a purpose to be a touch point for brand, but I think that the fundamental tenant of what it means to be a brand in the world will be access and community in a way …”
Henry Davis Jan 12, 2018 ▶ 29:48 20VC: Why Risk Is Misunderstood In Entrepreneurship, Why Acquisitions Are Cheap For Incumbents Today & 3 Strategies To Improve Diversity In Your Team with Henry Davis, President & COO @ Glossier
Assertion Partly supported
Davis: Amazon is on track to claim over 40% of US e-commerce
“Amazon's market share of US e-commerce, for example, was a third two years ago. I think it was 36 or 37% last year, and it's on track to be over 40% this year.”
Henry Davis Jan 12, 2018 ▶ 14:55 20VC: Why Risk Is Misunderstood In Entrepreneurship, Why Acquisitions Are Cheap For Incumbents Today & 3 Strategies To Improve Diversity In Your Team with Henry Davis, President & COO @ Glossier
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