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.
why aren't all 12 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
Claure: Pitching Steve Jobs Created the Mobile Phone Trade-In Model
“So back then, I used to own Brightstar. And I had an idea of how could Apple actually double their sales. And after many emails to Steve Jobs, which he wrote me back, no interest. One day he got tired of everybody pinging him that he had to meet me. So he agre…”
Claure: SoftBank produced 22 Latin American unicorns in one year
“We have produced, I think, a total of 22 unicorns last year, where before that, there were like one, so it's been amazing what I'm seeing in Latin America.”
Claure: SoftBank Will Take 8 LATAM Fund Companies Public by 2022
“My expectation is that we take at least eight of our companies public between this year and next year of the Latin American fund.”
Claure: LatAm GDP Is Double India's With One-Third the Population
“And Latin America, if you add the GDP of Latin America, we happen to be two X India with one quarter of these people or one third of the people.”
Claure: Sprint Cut $11B in Costs Under His Leadership
“We basically reduced eleven billion dollars of cost, and we figured that we could do a lot more with a lot less people, a lot less just bureaucracy.”
Claure: SoftBank backs over 84% of Latin American unicorns
“I was looking at the market share of unicorns that we have in Latin America. It's over 84% of companies”
Claure: SoftBank aims to deploy $5B annually in Latin America
“Well, you know, if we can continue to do this, my goal would be to invest five billion dollars a year in the foreseeable future.”
Claure: LatAm Historically Had World's Lowest VC Investment to GDP
“Latin America had the lowest percentage of venture investing as the percentage of GDP of whatever than any other region in the world, I think as close to Africa.”
Claure: SoftBank invests exclusively its own capital with no LPs
“We only invest our own capital. We don't have our own LPs. We don't have specific cycles.”
Claure: Half of the population in Latin America is unbanked
“I mean, half the population is unbanked, right?”