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 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

Opinion
Calacanis: Rivian's realistic valuation is $20B, not $120B
“But I put them at twenty billion and people were giving a hard time about it. I said, I think that's actually the realistic valuation for this company.”
Jason Calacanis Nov 13, 2021 ▶ 31:27 E55: Valuing crypto projects, Rivian worth $100B+, inflation: causes and corrections and more
Assertion Partly supported
Calacanis: Rivian reached $120B valuation with only 148 vehicles delivered
“They've sold a 148 cars to their employees. It's worth a 120 billion dollars.”
Jason Calacanis Nov 13, 2021 ▶ 21:30 E55: Valuing crypto projects, Rivian worth $100B+, inflation: causes and corrections and more
Assertion Contradicted
Chamath: Ford logged roughly a $20B gain on Rivian in 2021
“I think they printed like a twenty billion dollar gain on Rivian.”
Chamath Palihapitiya Dec 23, 2021 ▶ 57:40 E60: The 2021 Bestie Awards PLUS Jack Dorsey starts the Web3 Wars
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