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 5 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 Partly supported
Thiel: PayPal Scaled From 100k to 1M Users in 10 Weeks
“The customer base was growing at sort of a five to seven percent daily compounding rate. It had hit a 100,000 users in, on February third, 2000, and got to a million by mid-April of 2000.”
Peter Thiel Jan 2, 2019 ▶ 4:54 a16z Podcast | The (Definite) Optimism of Peter Thiel
Assertion Supported
Thiel: PayPal Raised $100M Days Before Dot-Com Crash
“And so we closed on, yeah, we closed on a hundred million on Friday, March 31st, and the following Monday, the bottom fell out of the market.”
Peter Thiel Jan 2, 2019 ▶ 7:51 a16z Podcast | The (Definite) Optimism of Peter Thiel
Assertion Partly supported
Thiel: PayPal reached break-even in September 2001, first post-9/11 IPO filing
“We got to break even in September, 2001. We were the first company in the U.S. To file after nine 11, filed end of September.”
Peter Thiel Jan 2, 2019 ▶ 14:43 a16z Podcast | The (Definite) Optimism of Peter Thiel
Assertion Contradicted
Thiel: Jeep in 1941 was America's last successful new car company pre-Tesla
“The last successful new car company in the U.S. Had been Jeep, which was started in 1941.”
Peter Thiel Jan 2, 2019 ▶ 32:01 a16z Podcast | The (Definite) Optimism of Peter Thiel
Assertion Supported
Thiel: PayPal's Early Referral Strategy Cost $20 Per Customer
“If you signed up, you got 10 dollars. If you referred someone who signed up, you got 10 dollars. So we had a 20 dollar customer acquisition cost.”
Peter Thiel Jan 2, 2019 ▶ 4:46 a16z Podcast | The (Definite) Optimism of Peter Thiel
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