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 1 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
Bathgate: Halving Apple App Store take rate costs 5% of gross profit
“What's the gross profit impact if they cut their app store you know, take rate from 30% to 15%, you know, across The board. What is that like? Five percent of gross profits. It's like meaningless to them and it would create so much value for all the, and there…”
John Bathgate Nov 3, 2021 ▶ 21:59 Complexity Investing & Semiconductors with NZS Capital (Extended Cut) · Acquired
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