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 6 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
Ismail: GE sold its appliance business to Haier after failing to compete
“GE actually gave up and sold GE appliances to them because they couldn't compete.”
Salim Ismail May 25, 2023 ▶ 34:43 The Rise of the Exponential Organization with Peter Diamandis and Salim Ismail
Insight
Rampell: Greenfield software success requires patient founders avoiding locked-in buyers
“When you look at Greenfield opportunities, you need two things to be true. You need the entrepreneur to be very, very patient and say, I'm not going to try to sell to everybody who's, if I'm starting a net new payroll company, I'm not going to try to sell to G…”
Alex Rampell Dec 3, 2025 ▶ 15:00 Why AI Moats Still Matter (And How They've Changed)
Opinion
Most executive business books are fancy resumes rather than practical guides
“Most books, like whoever the guy was from this and that, GE, whatever, they were all kind of fancy resumes and victory labs. They weren't really. Where you could learn something, particularly for our audience, that, like, it's so rough and tumble to be in a st…”
Margit Wennmachers Nov 26, 2025 ▶ 35:05 The Secret Marketing Strategy That Built a16z: From Zero to Legendary VC Firm
Insight
Dixon: Major Silicon Valley tech companies are evolving into GE-style conglomerates
“So they, they've become much more like the GEs of technology or something. Conglomerates.”
Chris Dixon Jan 2, 2019 ▶ 15:06 a16z Podcast | China and Tech
Assertion Supported
Levie: Box added former GE CIO to board to target large enterprises
“So as an example two to three years ago we were really going into the large end of the enterprise, and so the person that we selected to bring on the board was the previous CIO of General Electric.”
Aaron Levie Jan 2, 2019 ▶ 8:54 a16z Podcast | How to Lead, Not Manage Your Board
Assertion Supported
Kasireddy: GE's smart jet engines reduce aviation costs via automated maintenance
“GE with their aviation, they have the smart jet engines, which the mechanics don't need, don't even need to check the plane once it lands and that they just know if it needs maintenance or not. That saves a ton of time and ton of fuel and ton of just money for…”
Preethi Kasireddy Jan 2, 2019 ▶ 10:38 a16z Podcast | The Technology is Ready, So Where is the Internet of Things?
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