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 Contradicted
Jordan: No venture-backed tech company IPO'd for years before OpenTable
“A venture-backed technology firm had not gone public in a couple years.”
Jeff Jordan Jan 2, 2019 ▶ 1:04 a16z Podcast | The Curious Case of the OpenTable IPO
Assertion Contradicted
Moriarty: Mead Johnson was the only 2009 US IPO before OpenTable
“And the only IPO prior to Open Table in 2009 was a company called Mead Johnson, so a very defensive company, the type of thing that should go out in 2009 in consumer products.”
JD Moriarty Jan 2, 2019 ▶ 1:21 a16z Podcast | The Curious Case of the OpenTable IPO
Assertion Contradicted
Jordan: US restaurant consumption fell 15% over one weekend in 2008
“Over the weekend, the business, the entire restaurant consumption market dropped 15% because of the panic, and we worked Monday morning. That one lasted for, like, 15 months”
Jeff Jordan Jan 2, 2019 ▶ 47:23 a16z Podcast | Getting Network Effects
Assertion Contradicted
OpenTable reported 40% to 45% EBITDA margins in its S-1
“I think we had 40, 45% EBITDA margins in the S-One.”
Jeff Jordan Jul 15, 2017 ▶ 3:47 Marketplaces
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