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

Insight
Chris Dixon: Tech platforms and telecom carriers are entering total war
“It's now kind of just total war where everyone is fighting everyone, you know, Google and Facebook are building internet access and Verizon is getting into content and they're getting into TV and they're just, you know, so there's no, You know, in some ways, a…”
Chris Dixon Jan 2, 2019 ▶ 5:15 a16z Podcast | Verizon Plus AOL -- Why? -- The Short Answer is Mobile
Assertion Not checkable as stated
McGurk: Premature exclusive deals with telecom giants like Verizon have killed startups
“I've seen companies die over it, literally. Yep. So doing a deal with Verizon and you can never do another, at a, too early of a stage. You know, not being able to then do a deal with, You know, AT&T or Sprint or anyone else.”
Jamie McGurk Jan 2, 2019 ▶ 13:27 a16z Podcast | Dealing with Corporate Dealmakers -- When to Talk to Corp Dev
Assertion Partly supported
Dixon: Helium wireless service costs $20 monthly versus $70 for Verizon
“Now they offer a that's, I think, significantly cheaper than something you get from Verizon. It's like 20 bucks a month instead of 70 bucks a month.”
Chris Dixon Feb 20, 2025 ▶ 14:37 Who Will Own the Internet? a16z’s Chris Dixon on AI and Crypto
Assertion Not checkable as stated
Dixon: AOL is the largest acquisition Verizon can make without regulatory oversight
“If you go a lot bigger than AOL, or, you know, at some point, like, this is probably the biggest company you can buy and not have major regulatory oversight”
Chris Dixon Jan 2, 2019 ▶ 6:31 a16z Podcast | Verizon Plus AOL -- Why? -- The Short Answer is Mobile
Assertion Supported
Verizon Report: Phishing Emails Are Opened Within 90 Seconds On Average
“A report came out this week from, ah, Verizon, ah, examining how long it takes, ah, someone to open a phishing email after it's landed in a company's network, and it takes on average about a minute and a half because someone in that company is going to open th…”
Kim Zetter Jan 2, 2019 ▶ 8:30 a16z Podcast | How Hacks Happen (Let’s Just Say Mistakes Have Been Made)
Assertion Supported
McCall: Incumbents made up to $500M in revenue when Samsara entered ELD market
“AT&T had a solution. Verizon had a solution. There were a number of companies that were in sort of the, you know, hundreds of millions, half a billion in revenue already doing this.”
Andy McCall Aug 12, 2026 ▶ 9:26 Lighthouse or Landgrab? How to Pick Your AI Sales Strategy
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