why aren't all 7 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
Opinion
Rampell: Zillow's lead gen model is terrible and deserves -100 NPS
“And what Zillow and others do is they just do lead generation. It's a terrible business model from a consumer perspective. Like it should have like negative a hundred NPS because they're just, you're just getting called all day by real estate agents.”
Assertion Supported
Rampell: Zillow generates low profits because it relies on agent lead generation
“Zillow, a lot of people use Zillow. It actually doesn't make that much money because it's like, it's a lead generation machine for agents. That's how they make money.”
Disclosure
Rascoff: Zillow replaced board PowerPoint decks with Amazon-style written memos
“We switched about a year ago to a memo system after Bezos and Amazon's model of kind of no PowerPoint for one or two meetings in a row.”
Insight
Chen: Low-frequency platforms should track upstream engagement signals, not transactions
“One of the things that companies can often do is to measure upstream signal. So for example, Zillow, you're probably not going to buy a house very often, right? Maybe, you know, a couple times in your life. However, what's really interesting is they can say, w…”
Disclosure
Rascoff: Zillow mandates board materials be sent 48 hours in advance
“We require decks have to get out or memos or whatever, 48 hours ahead of time. You know, if possible, 72 hours, but 48 is the absolute... Latest.”
Assertion Supported
Rampell: Zillow reached tens of millions of users in year one
“Tens of millions of people started using it within the first year of launch.”
Assertion Contradicted
Rampell: Zillow raised approximately $15 million in its first funding round
“When Zillow started, I believe their first round of funding was about fifteen million dollars, which now would be like a pre-seed tiny check in the world of real estate technology.”