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

Opinion
Johns: Zoom looks more like a feature than a platform
“With a company like Zoom, which we never owned because, you know, I don't know, this bad call. It looks a lot to us like a feature, and then, so now the question is, can it become a product and eventually maybe a platform?”
Brinton Johns Nov 3, 2021 ▶ 51:59 Complexity Investing & Semiconductors with NZS Capital (Extended Cut) · Acquired
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