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 5 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 Supported
Casado: Autonomous vehicle unit economics remain worse than Uber and Lyft
“We've invested seventy five billion dollars as an industry, and while we do have autonomous vehicles on the road, and they're great, and they're solving real problems, the unit economics are still worse than, say, Uber and Lyft, because they're competing again…”
Martin Casado Mar 5, 2024 ▶ 2:56 The Future of AI Is Amazing
Prediction Held up
Pathak: Airbnb and non-internet companies will soon launch embedded financial products
“Lyft, Uber, they're doing it. Airbnb probably is going to do it. They're also going to have companies that have not even been internet companies starting to offer this.”
Sanket Pathak Jul 12, 2019 ▶ 42:48 Founding Stories: Synapse
Assertion Supported
Okpaku: Lyft created passenger insurance superior to standard taxi policies
“First of all, we created a new form of insurance that was basically higher than any insurance for taxi for taxi passengers across the country.”
Joe Okpaku Jan 2, 2019 ▶ 8:11 a16z Podcast | The Case Study of Lyft and Local Governments
Prediction Held up
Srinivasan: Uber and Lyft will become logistics APIs within 15 years
“And I think that then again, in like 10 or 15 years, you'll be able to build a logistics company on top of Uber or Lyft for logistics or something like that, because those things will also be reduced APIs.”
Balaji Srinivasan Jan 2, 2019 ▶ 5:13 a16z Podcast | The Rise of Full Stack Startups
Assertion Supported
Cordova: Lyft scaled via Google Maps, Twilio, and Stripe APIs
“Rather than having to build, like, mapping and logistic services, they're integrating with Google Maps. Rather than building out, like, a push notification or phone verification system, they're using Twilio. Rather than having to build their own payment servic…”
Christina Cordova Jan 2, 2019 ▶ 5:57 a16z Podcast | The API Economy -- The Why, What, and How
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