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 Not checkable as stated
Spence: BlackBerry Storm ruined ten years of RIM's reputation in one weekend
“We basically took 10 years of building an amazing reputation for reliability, quality, And create experience and threw it out of the window over the course of a weekend when we first launched storm and a whole bunch of people had a really bad experience.”
Patrick Spence Feb 26, 2021 ▶ 10:22 20VC: Sonos CEO Patrick Spence on His Biggest Lessons Building and Growing Blackberry, The Right Way to View Competition and Innovation Cycles & How To Make The Transition From COO To CEO Most Effectively
Assertion Contradicted
BlackBerry Messenger had 80M daily active users before WhatsApp gained traction
“BlackBerry Messenger at that point was eighty million daily active users. This is before WhatsApp had any traction, any other iMessage had much Attraction”
Patrick Spence Feb 26, 2021 ▶ 5:32 20VC: Sonos CEO Patrick Spence on His Biggest Lessons Building and Growing Blackberry, The Right Way to View Competition and Innovation Cycles & How To Make The Transition From COO To CEO Most Effectively
Assertion Supported
Founder John MacFarlane left Sonos' board completely when Spence became CEO
“John McFarland stepped away completely. So unlike most founders and CEOs and large shareholders that maybe go onto the board or become executive chairman or something like that, John said, no, I've seen how this works and goes badly at many companies.”
Patrick Spence Feb 26, 2021 ▶ 23:50 20VC: Sonos CEO Patrick Spence on His Biggest Lessons Building and Growing Blackberry, The Right Way to View Competition and Innovation Cycles & How To Make The Transition From COO To CEO Most Effectively
Assertion Supported
Sonos had around 200 employees and $200M revenue when Spence joined
“So at that point there were a couple of hundred people at Sonos doing a couple of hundred million in revenue.”
Patrick Spence Feb 26, 2021 ▶ 7:33 20VC: Sonos CEO Patrick Spence on His Biggest Lessons Building and Growing Blackberry, The Right Way to View Competition and Innovation Cycles & How To Make The Transition From COO To CEO Most Effectively
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