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 10 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
Assertion Supported
Huffington: The majority of Uber drivers work part-time to supplement income
“The majority of Uber drivers are part-time. And they have other jobs or they drive for other companies. Many are doing it to supplement their income rather than as their primary job.”
Ariana Huffington Jan 2, 2019 ▶ 15:21 a16z Podcast | Sleep!
Assertion Supported
Kalanick confirms Anthony Levandowski and Eric Meyhofer joined Atoms robotics
“Anthony Lewandowski, of course Eric Maihofer, who ran Uber's advanced technology group. He's running food robotics.”
Travis Kalanick Aug 13, 2026 ▶ 40:42 Travis Kalanick: How AI Will Transform the Physical World
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
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
Kalanick: Uber's first venture round had a $4M pre-money valuation
“Our first round at Uber was four million pre.”
Travis Kalanick Aug 13, 2026 ▶ 36:11 Travis Kalanick: How AI Will Transform the Physical World
Assertion Supported
Kalanick: Scour was sued for $250B by 33 major media companies
“This is a couple of companies before Uber. I did a peer to peer file sharing system, got sued for a quarter of a trillion dollars by 33 of the largest media companies in the world”
Travis Kalanick Aug 13, 2026 ▶ 46:14 Travis Kalanick: How AI Will Transform the Physical World
Assertion Supported
Gardner: Instacart, DoorDash, and Uber remain active Marqeta enterprise customers
“Instacart and DoorDash are still our customers today. Uber Eats and Uber still our customers.”
Jason Gardner Nov 28, 2023 ▶ 16:02 Welding Yourself to Early Customers with Marqeta's Jason Gardner
Assertion Supported
Naous: Major tech companies built proprietary internal operational analytics tools
“So Facebook has Scuba. Google has Dremel, Rasta, and a whole bunch of others. Airbnb built Superset. Uber built Aries DB.”
Jad Naus May 16, 2019 ▶ 9:06 Everyone is an Analyst: Opportunities in Operational Analytics
Assertion Supported
Tiku: Uber has 450,000 active drivers on its app every month
“There's 450,000 drivers on the app every month.”
Natasha Tiku Jan 2, 2019 ▶ 16:01 a16z Podcast | Sleep!
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