why aren't all 9 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
Currier: Network Effects Are the Only Software-Native Defensibility
“The way we look at it is the network effects is really the only one that's native to what we're doing, and therefore it's the most powerful.”
Prediction Not checkable as stated
Currier: Messaging Network Effects Will Outlast Social Networks Like Facebook
“Facebook may be around in 10 years, but it might not be, but it's pretty clear that messaging will be around because we're always going to be able to scan text with our eyes. That's a good interface for us. And so messaging is probably a longer term thing for …”
Insight
Asymptoting Marketplace Network Effects Leave Incumbents Vulnerable to Price Competition
“One of them we call the asymptoting two-sided marketplace network effect. It means it doesn't keep going. Doesn't get better past a certain point. We're capable of seeing someone come in and compete with them pretty effectively on a lower price.”
Assertion Partly supported
LinkedIn Beat Ryze Because Reid Hoffman Recruited Silicon Valley's Top 4,000
“There was a guy named Scott who started Rise, R-Y-Z-E, in 2000, which was LinkedIn two years before LinkedIn. But he wasn't Reid Hoffman. And Reid knew the top 4000 people in Silicon Valley and emailed. And then once we were on, all the guys in New York wanted…”
What-if
Currier: Path Would Be a Major Company Without Mobile Competition
“Had there been no competition like there was for Facebook when they were growing for two years in colleges, path would have been a big company.”
Assertion Partly supported
Three College Social Networks Existed Before Facebook Launched at Harvard
“Look, there was three college social networks that came before Facebook, but it was the first one started at Harvard.”
Disclosure
Currier's Pre-Facebook Social Network Reached 30 Million Users
“We had thirty million people before Facebook ever launched.”
Insight
Currier: Virality Drives Acquisition While Network Effects Drive Retention
“So the viral effect is about getting new users, and the network effect is about keeping those users, and they're very, very different things.”
Assertion Partly supported
AT&T First Used the Term 'Network Effect' in 1907
“The first time it was used was in 19 oh seven in a annual report by AT&T.”