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

Prediction Not checkable as stated
Friedberg predicts Shopify, Square, and Stripe will disrupt Apple and Amazon
“I think that over the next decade, because of exactly what you guys said, that Apple is run by managers who don't want to see loss, but aren't driven to gain, you're going to end up seeing Amazon in particular, and Apple likely as well, Lose to the likes of Sh…”
David Friedberg Jun 25, 2021 ▶ 1:12:24 E37: NYC rejects far-left candidates, new developments in lab leak theory, App Store breakup & more
Assertion Partly supported
Friedberg: Square issued a third of its stock for 4% revenue growth
“They issued a third of their stock to buy this company. So basically, Square is a public company. They issued shares to Afterpay shareholders. And Afterpay only represents about four percent of Square's revenue.”
David Friedberg Aug 6, 2021 ▶ 1:11:15 E43: Innovative venture strategies, Zymergen's implosion, Square acquires Afterpay & more
Assertion Partly supported
Botha: Half of Square's revenue comes from Cash App
“A company like Square, half the revenue today comes from a product called Cash App that hadn't launched for the first five years in the company's life.”
Roelof Botha Oct 9, 2025 ▶ 18:54 Sequoia’s Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built
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