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 5 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 Partly supported
Sacks: 70% of Klaviyo's business depends on Shopify
“The only vulnerability or negative, I think, about Clavio's business is the fact that 70% of it is on Shopify.”
David Sacks Sep 22, 2023 ▶ 59:14 E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more
Assertion Contradicted
Chamath claims Shopify pays Stripe approximately $350 million annually
“If you look inside the P and L of Shopify, an enormous line item now about three hundred and fifty million bucks a year is what they're paying to stripe.”
Chamath Palihapitiya Aug 6, 2021 ▶ 1:19:05 E43: Innovative venture strategies, Zymergen's implosion, Square acquires Afterpay & more
Assertion Partly supported
Palihapitiya: Shopify developers have written over 1M lines of code with Copilot
“Shopify has written more than a million lines of code with Copilot already.”
Chamath Palihapitiya Nov 11, 2023 ▶ 1:33:04 Jared Kushner: Israel-Hamas War, paths forward, macro picture, AI
Assertion Supported
Lütke: Shopify has processed $500B in cumulative lifetime transactions
“About half a trillion dollar has been transacted through Shopify in its lifetime”
Tobi Lütke Sep 13, 2023 ▶ 2:25 All-In Summit: Tobi Lutke on consumer spending, teams, Amazon, AI, and more
Assertion Supported
Calacanis: Shopify laid off 10% of workforce, around 1,000 people
“Shopify just laid off 10% of its workforce, about a thousand people on Tuesday.”
Jason Calacanis Jul 29, 2022 ▶ 19:17 E89: GDP growth negative in Q2, $SHOP layoffs, Alzheimer's fraud, Ginkgo acquires Zymergen & more
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