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 13 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
Horowitz: GM is vulnerable to Tesla because it only assembles cars
“GM is totally vulnerable to Tesla and BYD. This is why, you know, HP ended up being totally vulnerable to Apple because Apple was still building computers and HP was assembling computers and GM is assembling cars and Elon completely kind of re-engineered how y…”
Younis: Google's leveling system is identical to General Motors'
“The Google leveling system is the same as the General Motors leveling system.”
Ludwig: Cruise's robotaxi model conflicted with GM's personal ownership business
“Cruise was going after the robotaxi concept, but GM makes its profits from personal car ownership.”
Mavrookas: Auto/aerospace workers failing at shipbuilding signals bad design
“If somebody can't come out of somebody who's building a car for Ford or General Motors or an airplane at Boeing or a rocket ship for SpaceX, And we can't get them highly effective building ships quickly. That's our fault. That means our design isn't simple eno…”
Evans: The cheapest GM EV will match Tesla acceleration within 10 years
“You do understand in 10 years, The crappiest GM car you can buy will have the same acceleration.”
Rigetti: Despite incumbent efforts, Tesla is the only electric car company
“General Motors is building an electric car, and still, there's got to be a Tesla, and eventually electric cars and hybrids are going to kind of be a technology that is adopted across the industry, but there's one electric car company. There's one that matters.”
Sinofsky: General Motors kept 600,000 Outlook seats due to calendar features
“General Motors isn't going to displace like 600,000 seats. Because of the calendar or some crazy thing like that.”
Sinofsky: Marketers selling against EVs coined the phrase 'range anxiety'
“The phrase range anxiety, Was not dreamed up by the physicists at GM. It was dreamed up by the marketing people selling against electric vehicles.”
Judy Smith: PR spokespersons lack authority to deliver core corporate crisis apologies
“I think if it's something that goes in direct relationship to the core of the company something like GM you would want to see the CEO out there apologizing and owning that and making sure that, that CEO is communicating what they're going to do differently. So…”
Evans: Saturn might have saved GM if GM fully transitioned to it
“The kind of the Saturn thesis would have been that we'll shut down all of GM and Saturn will become GM. At that point, maybe it would have worked.”
Cooper: JOBS Act right-sized SEC filing regulations for early-stage companies
“One of the things that Job Act did was kind of modify the regulatory requirements around those filings to kind of right-size it for what is appropriate for an earlier stage company instead of what might be appropriate, for example, for a GM or a Goldman Sachs …”