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 3 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 Partly supported
Batchu: Opendoor was consistently profitable on every cohort of home purchases
“Our overall goal was to be, and we were consistently profitable on every cohort of homes that we were buying, so our goal was, even if they were, you know, outstripping us in volume, we would be able to survive for a long period of time because our, we were un…”
Sri Batchu Jul 26, 2023 ▶ 3:54 Sri Batchu: Biggest Growth Lesson from Instacart & Opendoor; 70% of Experiments Should Fail | E1040 · 20VC with Harry Stebbings
Assertion Supported
Batchu: Opendoor never price-matched or negotiated with home sellers
“We never did a price match and we never negotiated on price with sellers of homes.”
Sri Batchu Jul 26, 2023 ▶ 3:17 Sri Batchu: Biggest Growth Lesson from Instacart & Opendoor; 70% of Experiments Should Fail | E1040 · 20VC with Harry Stebbings
Assertion Supported
Sri Batchu: Instacart was more complex than Opendoor as a four-sided marketplace
“Instacart was in some ways an even more complicated business than Opendoor because it's a four sided marketplace. We have shoppers, we have buyers, we have advertisers, and we have the retailers that are on the platform as well with various different incentive…”
Sri Batchu Jul 26, 2023 ▶ 4:23 Sri Batchu: Biggest Growth Lesson from Instacart & Opendoor; 70% of Experiments Should Fail | E1040 · 20VC with Harry Stebbings
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