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 3 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
Friedberg: Silver Lake made $3B to $4B on Airbnb emergency deal
“They put in debt, and then they got warrants, and the warrants ended up making them, like, I mean, Silver Lake. Forex, it's insane. They made, like, three, four billion dollars.”
Friedberg: Silver Lake turned $1B Airbnb debt into $4B in six months
“Silver Lake swooped into Airbnb in April, gave him a 12% debt deal for a billion dollars, and they got warrants that, the warrants today, Are worth about 1.4 billion dollars. And this debt is probably worth three times what they put in. So in like five months,…”
Calacanis: Google, Uber, Airbnb, Meta doubled revenue per employee in 2-3 years
“If you look at Google, Uber, Airbnb, and Facebook Meta, They have the same number or less employees than they did three years ago, but they're all growing in that 20 to 30% a year, which means in but two to three years, each of those companies has doubled reve…”