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.
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
Khosrowshahi: Uber eliminated all dual-class super-voting shares for SoftBank deal
“We literally had to, like, get everyone to agree to blow up the high vote shares. I think it's actually the only time when tech, a tech company like, they blew up all of the high votes.”
Khosrowshahi: IAC closed Expedia acquisition post-9/11 with zero deal changes
“No changes to the deal. It's like, we're gonna do this.”
Khosrowshahi: Uber lost 85% of mobility volume while bleeding $2.5B during pandemic
“85% of your mobility volume, which was the profit driver of the company falls off a cliff. And Other CEOs, you know, they lost a ton of business, but most of these businesses were profitable. We were losing two and a half billion dollars, and then it just got …”
Khosrowshahi: Travis Kalanick sold all his Uber shares after lockup expired
“After the IPO, after the lockup, Stayed. Travis sold all his shares.”
Khosrowshahi: Uber has 5.6 million active drivers and couriers
“5.6 million drivers and couriers who are earning on our platform.”
Khosrowshahi: DoorDash is larger than Uber Eats in the US
“Like DoorDash is larger than we are in the US.”
Khosrowshahi: Walmart uses Uber's fulfillment services without joining its marketplace
“So for example, Walmart, Isn't in our marketplace because they're Walmart, they have an incredible brand, et cetera, but they use our fulfillment services”
Khosrowshahi lowered Expedia's take rates from 25% to 17%
“When I started Expedia, Expedia's take rate was 25%, and Booking's take rate was 15. And over, like, a torturous 13 years, we took Expedia's take rate from 25% to the teens. It was, like, 17, I think, or so when I left.”
Khosrowshahi: Diller Launched Hostile QVC Bid to Acquire Paramount
“Sumner Redstone, who was running Viacom, had come to an agreement to buy Paramount Pictures, which was Barry's old home, and Barry thought that he was getting a steal, so he decided to go after Paramount in a hostile tender offer, to come in as kind of a third…”